What is uFinancial Group's NAICS code?

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

Insights

Strategic Growth Longstanding regional financial services firm with multi-state presence and 150+ financial professionals presents cross-sell opportunities across wealth management, retirement planning, and advisory services to expand client coverage beyond core Central PA.

Partnership Potential Recent collaboration with Realtor.com signals openness to ecosystem partnerships; target real estate and mortgage clients, builders, and agent networks to offer integrated financial solutions for property purchase, investment, and wealth protection.

Digital Readiness Tech stack includes Cloudflare, Nginx, WordPress, and analytics-friendly tools, indicating capacity for digital marketing, client portals, and seamless onboarding; propose fintech integrations, CRM enhancements, and secure client experiences to scale growth.

Revenue Scale Annual revenue in the $100M–$250M bracket with 200+ staff suggests opportunities for enterprise-level solutions, back-office optimization, data analytics, risk/compliance automation, and scalable marketing tech to support growth.

Talent & Training Large advisor network and staff presence across multiple states imply needs for LMS, ongoing training, regulatory compliance, and performance analytics to elevate client service and retention while enabling cross-sell.

Similar companies to uFinancial Group

uFinancial Group Tech Stack

uFinancial Group uses 8 technology products and services including Canva, Varnish, WordPress Super Cache, and more. Explore uFinancial Group's tech stack below.

Canva
Audio, Video, Graphics
Varnish
Caching
WordPress Super Cache
Caching
Twemoji
Font Scripts
Slider Revolution
Miscellaneous
PHP
Programming Languages
GoDaddy
Web Hosting
OpenResty
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 2 format(s):

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

What is uFinancial Group's SIC code NAICS code?

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

How many employees does uFinancial Group have currently?

As of July 2026, uFinancial Group has approximately 135 employees across 5 continents, including North AmericaOceaniaAfrica. Key team members include Financial Planner, Owner - Summit Pointe Advisors Team: A. B. G.North Region Manager: T. S.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 CanvaVarnishWordPress Super CacheTwemojiSlider RevolutionPHPGoDaddyOpenResty.

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.