Insights

Growth potential Small team size with modest revenue suggests opportunity for scalable financial technology, portfolio management, and advisory solutions that are easy to deploy, cost-effective, and require minimal onboarding.

Digital footprint Presence on Google Analytics and Tag Manager indicates online marketing activity; propose targeted digital marketing tools, CRM integration, and data analytics offerings to optimize lead capture and conversion.

Tech modernization Legacy tech stack (DreamWeaver, Windows Server, IIS) signals potential need for modern cloud-based platforms, security hardening, and upgraded client portals to enhance reliability and compliance.

Competitive landscape Operating in the financial services space with peers of large scale; opportunities exist to offer white-label or hybrid advisory solutions, compliance automation, and scalable custody or trading integrations.

Financial scale Revenue appears in the lower mid-range for this segment; propose tiered service packages, bundled financing analytics, and cost-optimization tools tailored for smaller broker-dealers or independent advisors seeking growth.

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USI Securities, Inc. Tech Stack

USI Securities, Inc. uses 8 technology products and services including DreamWeaver, Choices, Windows Server, and more. Explore USI Securities, Inc.'s tech stack below.

DreamWeaver
Editors
Choices
Javascript Libraries
Windows Server
Operating Systems
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Microsoft ASP.NET
Web Frameworks
GoDaddy
Web Hosting
Microsoft IIS
Web Servers

USI Securities, Inc.'s Email Address Formats

USI Securities, Inc. uses at least 6 email formats:

USI Securities, Inc. Email Formats	Example	Percentage
First.Last@kpcom.com	John.Doe@kpcom.com	91%
FirstL@kpcom.com	JohnD@kpcom.com	6%
Last@kpcom.com	Doe@kpcom.com	2%
First.MiddleLast@kpcom.com	John.MichaelDoe@kpcom.com	1%
First.Last@usi.biz	John.Doe@usi.biz	99%
First.Middle@usi.biz	John.Michael@usi.biz	1%

Frequently Asked Questions

What is USI Securities, Inc.'s phone number?

You can contact USI Securities, Inc.'s main corporate office by phone at

+1-914-749-****

. 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 USI Securities, Inc.'s official website and social media links?

USI Securities, Inc.'s official website is usiadvisorsinc.com and has social profiles on LinkedIn.

How much revenue does USI Securities, Inc. generate?

As of September 2026, USI Securities, Inc.'s annual revenue is estimated to be $1M - $10M.

What is USI Securities, Inc.'s NAICS code?

USI Securities, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does USI Securities, Inc. have currently?

As of September 2026, USI Securities, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Registered Representative: R. F. Explore USI Securities, Inc.'s employee directory with LeadIQ.

What industry does USI Securities, Inc. belong to?

USI Securities, Inc. operates in the Financial Services industry.

What technology does USI Securities, Inc. use?

USI Securities, Inc.'s tech stack includes DreamWeaver, Choices, Windows Server, Google Tag Manager, Google Analytics, Microsoft ASP.NET, GoDaddy and Microsoft IIS.

What is USI Securities, Inc.'s email format?

USI Securities, Inc.'s email format typically follows the pattern of First.Last@kpcom.com. Find more USI Securities, Inc. email formats with LeadIQ.

USI Securities, Inc.

Q: How many employees does USI Securities, Inc. have currently?

USI Securities, Inc. has approximately 3 employees.

Q: What technology does USI Securities, Inc. use?

USI Securities, Inc.'s tech stack includes Microsoft IIS, Choices, Google Analytics, Microsoft ASP.NET, DreamWeaver.

Q: What is USI Securities, Inc.'s NAICS code?

USI Securities, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States2-10 Employees

USI Securities, Inc. operates in the financial services sector, offering services targeted at individuals and entities seeking professional assistance in managing or advising on financial matters. Based in Briarcliff Manor, New York, the firm appears to provide localized financial services from its office on Pleasantville Road. With a small- to mid-sized team, the company positions itself as a regional player within the larger financial services landscape, serving clients likely looking for personalized coverage and expertise in a competitive market. The available information indicates a focus on delivering advisory and related financial services, though specific service lines are not detailed. A recent context note indicates the firm maintains a professional presence in the New York metropolitan area.