What is uFinancial Group's NAICS code?

uFinancial Group's NAICS code is 52 (Finance and Insurance).

Insights

Regional reach Established presence in Central PA with offices across multiple states signals potential for cross-state financial services partnerships and localized sales efforts, leveraging regional familiarity and established client networks.

High revenue potential Reported revenue in the $100M–$250M range, indicating a mid-market to enterprise client profile with budget for comprehensive advisory services, technology enablement, and scalable solutions.

Partnership momentum Recent collaboration with Realtor.com and real estate agents suggests opportunities to target mortgage, property investment, wealth planning, and referral programs within the real estate ecosystem.

Tech stack suitability Usage of web caching and enterprise tools (Varnish, WordPress caching, OpenResty, PHP) points to potential needs for cybersecurity, regulatory-compliant data management, CRM integration, and scalable digital onboarding.

Talent and growth Staffing of 200+ and 150+ financial professionals across regions indicates potential for sales to support advisor enablement, client onboarding automation, and training programs to boost efficiency and client experience.

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uFinancial Group Tech Stack

uFinancial Group uses 8 technology products and services including Adobe, Canva, Amazon Web Services, and more. Explore uFinancial Group's tech stack below.

Adobe
Audio, Video, Graphics
Canva
Audio, Video, Graphics
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
SWFObject
Miscellaneous
Webflow
Page Builders
Adobe Creative Suite
Visualisation Software
Nginx
Web Servers

Media & News

uFinancial Group partners with Realtor.com.
Leading national finance firm UFinancial is joining forces with renowned local agents McCarthey Real Estate to bring a game-changing event for property owners and prospective investors alike.
Sep 28, 2023 | timesnewsgroup.com.au

uFinancial Group's Email Address Formats

uFinancial Group uses at least 7 email formats:

uFinancial Group Email Formats	Example	Percentage
FLast@financialguide.com	JDoe@financialguide.com	81%
FirstLast@financialguide.com	JohnDoe@financialguide.com	14%
LastFirst@financialguide.com	DoeJohn@financialguide.com	4%
LFirst@financialguide.com	DJohn@financialguide.com	1%
First@ufinancialgroup.com	John@ufinancialgroup.com	45%
FirstLast@ufinancialgroup.com	JohnDoe@ufinancialgroup.com	28%
FLast@ufinancialgroup.com	JDoe@ufinancialgroup.com	27%

Frequently Asked Questions

What is uFinancial Group's phone number?

You can contact uFinancial Group's main corporate office by phone at

+1-814-466-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is uFinancial Group's official website and social media links?

uFinancial Group's official website is ufinancialgroup.com and has social profiles on LinkedIn.

How much revenue does uFinancial Group generate?

As of August 2026, uFinancial Group's annual revenue is estimated to be $100M - $250M.

What is uFinancial Group's SIC code and NAICS code?

uFinancial Group's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does uFinancial Group have currently?

As of August 2026, uFinancial Group has approximately 135 employees across 4 continents, including North America, Asia and Africa. Key team members include Financial Planner, Owner - Summit Pointe Advisors Team: A. B. G., North Region Manager: T. S. and Lead Generator: N. M. Explore uFinancial Group's employee directory with LeadIQ.

What industry does uFinancial Group belong to?

uFinancial Group operates in the Financial Services industry.

What technology does uFinancial Group use?

uFinancial Group's tech stack includes Adobe, Canva, Amazon Web Services, WordPress, SWFObject, Webflow, Adobe Creative Suite and Nginx.

What is uFinancial Group's email format?

uFinancial Group's email format typically follows the pattern of FLast@financialguide.com. Find more uFinancial Group email formats with LeadIQ.

When was uFinancial Group founded?

uFinancial Group was founded in 1890.

uFinancial Group

Q: What is uFinancial Group's official website and social media links?

uFinancial Group's official website is ufinancialgroup.com. uFinancial Group has social profiles on LinkedIn.

Q: How many employees does uFinancial Group have currently?

uFinancial Group has approximately 135 employees.

Q: What technology does uFinancial Group use?

uFinancial Group's tech stack includes Microsoft, Slider Revolution, Google Fonts API, jsDelivr, Canva.

Financial ServicesPennsylvania, United States51-200 Employees

uFinancial Group operates in the financial services industry and is headquartered in Mechanicsburg, Pennsylvania. The firm has served the Central Pennsylvania region for more than 130 years, providing customized financial planning and related services to individuals, families, and businesses. It maintains offices across Central PA as well as Maryland, Florida, Texas, and New Jersey, and employs between 51 and 200 people, with over 150 financial professionals and more than 200 staff. Securities and investment advisory services are offered through MML Investors Services, LLC, a member of SIPC, supervised at 100 Sterling Pkwy, Suite 307, Mechanicsburg, PA 17050. Reported revenue is in the range of $100 million to $250 million.