Insights

Reputable Market Presence With over 130 years of service in the Central PA region and offices across multiple states, uFinancial Group demonstrates a strong regional footprint, making it an ideal partner for financial service providers seeking established local market penetration.

Diverse Client Focus Serving individuals, families, and businesses with customized financial solutions, uFinancial Group offers opportunities to introduce specialized financial products and advisory services tailored to different customer segments.

Strategic Partnerships The recent collaboration with Realtor.com indicates an openness to strategic alliances in real estate and finance, opening avenues for cross-promotional financial services targeted at property owners and investors.

Growth Potential Revenues estimated between 100 million and 250 million USD suggest strong financial health, presenting opportunities for scalable financial technology solutions, performance management tools, or value-added services to support continued growth.

Technology Utilization Utilizing cloud services like AWS and modern web tools, uFinancial Group demonstrates digital readiness, which creates opportunities for fintech integrations, digital onboarding solutions, and enhanced client engagement platforms.

uFinancial Group Tech Stack

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

  • Adobe
    Audio, Video, Graphics
  • WordPress Super Cache
    Caching
  • Varnish
    Caching
  • Font Awesome
    Font Scripts
  • SWFObject
    Miscellaneous
  • Cloudflare Bot Management
    Security
  • GoDaddy
    Web Hosting
  • Nginx
    Web Servers

uFinancial Group's Email Address Formats

uFinancial Group uses at least 2 format(s):
uFinancial Group Email FormatsExamplePercentage
FLast@financialguide.comJDoe@financialguide.com
81%
FirstLast@financialguide.comJohnDoe@financialguide.com
14%
LastFirst@financialguide.comDoeJohn@financialguide.com
3%
LFirst@financialguide.comDJohn@financialguide.com
2%
First@ufinancialgroup.comJohn@ufinancialgroup.com
45%
FirstLast@ufinancialgroup.comJohnDoe@ufinancialgroup.com
28%
FLast@ufinancialgroup.comJDoe@ufinancialgroup.com
27%

Frequently Asked Questions

Where is uFinancial Group's headquarters located?

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uFinancial Group's main headquarters is located at 100 Sterling Parkway Suite 307 Mechanicsburg, Pennsylvania 17050 United States. The company has employees across 5 continents, including North AmericaOceaniaAfrica.

What is uFinancial Group's phone number?

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

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

What is uFinancial Group's NAICS code?

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

How many employees does uFinancial Group have currently?

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As of June 2026, uFinancial Group has approximately 135 employees across 5 continents, including North AmericaOceaniaAfrica. Key team members include Chief Financial Officer: E. H.Chief Operating Officer: N. C.Chief Operating Officer: M. Y.. Explore uFinancial Group's employee directory with LeadIQ.

What industry does uFinancial Group belong to?

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uFinancial Group operates in the Financial Services industry.

What technology does uFinancial Group use?

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uFinancial Group's tech stack includes AdobeWordPress Super CacheVarnishFont AwesomeSWFObjectCloudflare Bot ManagementGoDaddyNginx.

What is uFinancial Group's email format?

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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?

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uFinancial Group was founded in 1890.

uFinancial Group

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.

Section iconCompany Overview

Headquarters
100 Sterling Parkway Suite 307 Mechanicsburg, Pennsylvania 17050 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1890
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    uFinancial Group's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    uFinancial Group's revenue is estimated to be in the range of $100M$250M

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