Insights

Niche Client Base Urban Financial Advisory Corporation specializes in serving mid to high net worth individuals across the United States and internationally, indicating an opportunity to offer tailored premium financial products and exclusive advisory tools to meet this affluent clientele's unique needs.

Independent Fee-Only Model The firm's unbundled, fee-only approach highlights a preference for transparent and objective financial services, suggesting a market for advanced fee-based digital platforms, reporting tools, or compliance solutions that align with their conflict-free service philosophy.

Growth Potential With annual revenues estimated between $25 million and $50 million and a relatively small team, there is room for expansion of technology solutions, client onboarding systems, or marketing automation aimed at scaling personalized services without compromising their core independence.

Technology Stack Utilizing modern web technologies like Squarespace and JSON-LD indicates openness to digital enhancements, creating sales opportunities for innovative digital marketing, client portal upgrades, or data security solutions that improve online engagement and service delivery.

Competitive Positioning Compared to industry giants with thousands of employees and billion-dollar revenues, UFAC's boutique size offers a chance to introduce scalable, cost-effective solutions to optimize client management, compliance, and investment strategies tailored for firms operating in similar market segments.

Urban Financial Advisory Corporation Tech Stack

Urban Financial Advisory Corporation uses 8 technology products and services including Squarespace, Open Graph, Webpack, and more. Explore Urban Financial Advisory Corporation's tech stack below.

  • Squarespace
    Content Management System
  • Open Graph
    Content Management System
  • Webpack
    Development
  • Squarespace Commerce
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • Choices
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology
  • Adobe Fonts
    Web Fonts

Media & News

Urban Financial Advisory Corporation's Email Address Formats

Urban Financial Advisory Corporation uses at least 1 format(s):
Urban Financial Advisory Corporation Email FormatsExamplePercentage
FLast@ufinadv.comJDoe@ufinadv.com
42%
Last@ufinadv.comDoe@ufinadv.com
12%
F.Last@ufinadv.comJ.Doe@ufinadv.com
4%
FLast@ufinadv.comJDoe@ufinadv.com
42%

Frequently Asked Questions

Where is Urban Financial Advisory Corporation's headquarters located?

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Urban Financial Advisory Corporation's main headquarters is located at 221 North Lasalle Street Suite 764 Chicago, Illinois 60601 United States. The company has employees across 1 continents, including North America.

What is Urban Financial Advisory Corporation's official website and social media links?

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Urban Financial Advisory Corporation's official website is ufinadv.com and has social profiles on LinkedIn.

How much revenue does Urban Financial Advisory Corporation generate?

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As of February 2026, Urban Financial Advisory Corporation's annual revenue is estimated to be $290K.

What is Urban Financial Advisory Corporation's SIC code NAICS code?

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Urban Financial Advisory Corporation's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Urban Financial Advisory Corporation have currently?

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As of February 2026, Urban Financial Advisory Corporation has approximately 14 employees across 1 continents, including North America. Key team members include Financial And Tax Advisor: J. A.Financial Planning Analyst: M. G.: P. G.. Explore Urban Financial Advisory Corporation's employee directory with LeadIQ.

What industry does Urban Financial Advisory Corporation belong to?

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Urban Financial Advisory Corporation operates in the Investment Management industry.

What technology does Urban Financial Advisory Corporation use?

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Urban Financial Advisory Corporation's tech stack includes SquarespaceOpen GraphWebpackSquarespace CommerceJSON-LDChoicesX-Content-Type-OptionsAdobe Fonts.

What is Urban Financial Advisory Corporation's email format?

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Urban Financial Advisory Corporation's email format typically follows the pattern of FLast@ufinadv.com. Find more Urban Financial Advisory Corporation email formats with LeadIQ.

When was Urban Financial Advisory Corporation founded?

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Urban Financial Advisory Corporation was founded in 1990.

Urban Financial Advisory Corporation

Investment ManagementIllinois, United States11-50 Employees

Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois.

UFAC’s clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing overseas.

UFAC offers its clients a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration. The firm also provides its clients objective investment advisory services. UFAC does not sell insurance or annuities, nor does it receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means the client pays only for planning and advisory services required. Financial planning services are not rendered for “free” in hopes the firm will be retained for investment advisory services. Further, investment advisory fees are priced to efficiently cover their costs of delivery and not to subsidize marketing efforts or planning services to others.

Section iconCompany Overview

Headquarters
221 North Lasalle Street Suite 764 Chicago, Illinois 60601 United States
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
1990
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Urban Financial Advisory Corporation's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Urban Financial Advisory Corporation's revenue is estimated to be in the range of $25M$50M

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