Insights

Boutique Fee-Only Model Urban Financial Advisory Corporation operates as a fee-only firm, emphasizing objective, unbiased advice without selling insurance or commission-based products. This suggests an openness to integrated technology solutions that can enhance transparency and efficiency in fee management and client reporting.

Digital Engagement Potential With a modern tech stack including Squarespace and JSON-LD, there is an opportunity to expand digital marketing and client engagement tools, such as online client portals or automated communication systems, to attract high-net-worth clients seeking sophisticated digital services.

Niche Client Focus UFAC specializes in serving mid to high-net-worth individuals across the US and abroad, creating a demand for tailored financial planning and advanced portfolio management solutions that accommodate international clients and complex estate planning needs.

Growth in Revenue Range Operating within a revenue range of $25 million to $50 million, the firm presents an opportunity to upsell scalable financial technology platforms and compliance solutions that support sustainable growth and regulatory adherence.

Market Competitiveness Compared to large industry players with extensive staff and vast resources, UFAC's lean operation suggests a potential advantage in adopting innovative, cost-effective financial technology to differentiate itself and improve operational efficiency in a competitive landscape.

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
71%
Last@ufinadv.comDoe@ufinadv.com
22%
F.Last@ufinadv.comJ.Doe@ufinadv.com
7%

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.

What is Urban Financial Advisory Corporation's NAICS code?

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

How many employees does Urban Financial Advisory Corporation have currently?

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As of March 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
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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