Insights

Bundled Growth Walls Financial Group's breadth across bookkeeping, tax, financial planning, credit repair, insurance administration and estate planning makes it ripe for bundled, recurring revenue packages and cross sell opportunities to existing clients and new referrals.

CRM and Onboarding With Salesforce and analytics in place, there is a clear opportunity to streamline client onboarding, automate follow ups, and build data driven outreach for SMBs and individuals in the NYC market.

Local Partnerships Located in New York with a lean team, the firm can accelerate growth through strategic partnerships with CPAs, law firms, and payroll providers to win clients seeking outsourced finance management.

Security and Compliance Emphasizing security and regulatory compliance can differentiate Walls Financial Group; consider offering security posture assessments and SOC 2 readiness services to attract risk averse clients.

Tech Driven Investing in API driven integrations and a client portal can improve service efficiency, enable scalable offerings, and support growth without a proportional increase in headcount.

Walls Financial Group, LLC Tech Stack

Walls Financial Group, LLC uses 8 technology products and services including Google Analytics Enhanced eCommerce, Salesforce, Microsoft Excel, and more. Explore Walls Financial Group, LLC's tech stack below.

Google Analytics Enhanced eCommerce

Analytics

Salesforce

Customer Relationship Management

Microsoft Excel

Editors

Google Cloud

Infrastructure As A Service

RequireJS

Javascript Frameworks

WordPress.com

Platform As A Service

reCAPTCHA

Security

Google Analytics

Web Analytics

Walls Financial Group, LLC Email Formats	Example	Percentage
First@wallsfinancial.com	John@wallsfinancial.com	100%

Walls Financial Group, LLC Email Formats

Example

Percentage

First@wallsfinancial.com

John@wallsfinancial.com

100%

Frequently Asked Questions

Where is Walls Financial Group, LLC's headquarters located?

Walls Financial Group, LLC's main headquarters is located at New York, New York 10011 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Walls Financial Group, LLC's phone number?

You can contact Walls Financial Group, LLC's main corporate office by phone at

+1-212-372-****

. 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 Walls Financial Group, LLC's official website and social media links?

Walls Financial Group, LLC's official website is wallsfinancial.com and has social profiles on LinkedIn.

What is Walls Financial Group, LLC's NAICS code?

Walls Financial Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Walls Financial Group, LLC have currently?

As of May 2026, Walls Financial Group, LLC has approximately 6 employees across 2 continents, including North AmericaAsia. Key team members include President: R. W.Finance Accounting Manager: M. M.Accounting Manager: K. H.. Explore Walls Financial Group, LLC's employee directory with LeadIQ.

What industry does Walls Financial Group, LLC belong to?

Walls Financial Group, LLC operates in the Financial Services industry.

What technology does Walls Financial Group, LLC use?

Walls Financial Group, LLC's tech stack includes Google Analytics Enhanced eCommerceSalesforceMicrosoft ExcelGoogle CloudRequireJSWordPress.comreCAPTCHAGoogle Analytics.

What is Walls Financial Group, LLC's email format?

Walls Financial Group, LLC's email format typically follows the pattern of First@wallsfinancial.com. Find more Walls Financial Group, LLC email formats with LeadIQ.

When was Walls Financial Group, LLC founded?

Walls Financial Group, LLC was founded in 2008.

Walls Financial Group, LLC

Q: How many employees does Walls Financial Group, LLC have currently?

Walls Financial Group, LLC has approximately 6 employees.

Q: What technology does Walls Financial Group, LLC use?

Walls Financial Group, LLC's tech stack includes Bootstrap, Google Workspace, Microsoft Office, Sentry, MySQL.

Q: What is Walls Financial Group, LLC's NAICS code?

Walls Financial Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States2-10 Employees

Walls Financial Group, LLC operates in the financial services sector as a firm offering a broad range of financial-management services. Its offerings include bookkeeping, financial planning, and tax preparation, along with related administrative tasks. The firm also provides bill payment, bank reconciliation, credit repair, insurance administration, and estate planning.

Based in New York City, New York, the company serves clients who are businesses as well as individuals. As a small firm, it aims to consolidate multiple finance-related tasks for its clients, providing integrated oversight and planning. The business sits within the financial services industry and operates from its local base to address clients' ongoing financial needs.

Insights

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