Insights

Niche Market Focus SGL Financial specializes in comprehensive wealth management and personalized financial planning, targeting clients seeking holistic advice that integrates financial goals with life's core values such as family, health, and purpose. This focus presents opportunities to offer tailored financial products and services that align with their unique approach.

Growth Potential With estimated revenues between 25 and 50 million dollars and a relatively small team of 11-50 employees, SGL Financial is positioned for scalability, indicating potential openness to expanding service offerings, technology solutions, or strategic partnerships to support their growth trajectory.

Digital Infrastructure The company utilizes various technological tools including MySQL, Shopify, and Microsoft 365, signaling a modern approach to operations and client engagement. There are opportunities to enhance digital experiences further, such as advanced customer portals or data analytics solutions.

Alignment with Industry Leaders SGL Financial's revenue scale aligns with smaller firms compared to major industry players like Fidelity or Charles Schwab. This suggests potential for targeted outreach to enterprise-level technology vendors or strategic alliances to enhance competitive positioning.

Client-Centric Philosophy Their emphasis on holistic wealth, integrating family, purpose, health, and finances, highlights an opportunity to collaborate on wellness-based financial planning tools, lifestyle management solutions, or educational resources aimed at clients who value customized, purpose-driven service.

SGL Financial Tech Stack

SGL Financial uses 8 technology products and services including OneTrust, MySQL, Shopify, and more. Explore SGL Financial's tech stack below.

  • OneTrust
    Cookie Compliance
  • MySQL
    Database
  • Shopify
    E-commerce
  • Microsoft 365
    Email
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Apache
    Web Servers

Media & News

SGL Financial's Email Address Formats

SGL Financial uses at least 1 format(s):
SGL Financial Email FormatsExamplePercentage
FLast@sglfinancial.comJDoe@sglfinancial.com
47%
First@sglfinancial.comJohn@sglfinancial.com
3%
Last@sglfinancial.comDoe@sglfinancial.com
3%
FLast@sglfinancial.comJDoe@sglfinancial.com
47%

Frequently Asked Questions

Where is SGL Financial's headquarters located?

Minus sign iconPlus sign icon
SGL Financial's main headquarters is located at 1130 West Lake Cook Road Suite 150 Buffalo Grove, Illinois 60089 United States. The company has employees across 4 continents, including North AmericaAsiaAfrica.

What is SGL Financial's phone number?

Minus sign iconPlus sign icon
You can contact SGL Financial'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 SGL Financial's official website and social media links?

Minus sign iconPlus sign icon
SGL Financial's official website is sglfinancial.com and has social profiles on LinkedIn.

What is SGL Financial's NAICS code?

Minus sign iconPlus sign icon
SGL Financial's NAICS code is 52 - Finance and Insurance.

How many employees does SGL Financial have currently?

Minus sign iconPlus sign icon
As of February 2026, SGL Financial has approximately 29 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Finance Director: J. E.Administrative Assistant: C. R.Inside Sales Representative: T. S.. Explore SGL Financial's employee directory with LeadIQ.

What industry does SGL Financial belong to?

Minus sign iconPlus sign icon
SGL Financial operates in the Financial Services industry.

What technology does SGL Financial use?

Minus sign iconPlus sign icon
SGL Financial's tech stack includes OneTrustMySQLShopifyMicrosoft 365jQuery MigratePHPGoogle Tag ManagerApache.

What is SGL Financial's email format?

Minus sign iconPlus sign icon
SGL Financial's email format typically follows the pattern of FLast@sglfinancial.com. Find more SGL Financial email formats with LeadIQ.

When was SGL Financial founded?

Minus sign iconPlus sign icon
SGL Financial was founded in 2006.

SGL Financial

Financial ServicesIllinois, United States11-50 Employees

SGL Financial offers comprehensive wealth management, investment, tax planning and insurance services at our home office in Buffalo Grove, Illinois and other locations throughout the United States.

A Different View of Wealth

We don’t view wealth in quite the same fashion as other financial organizations or networks. We believe that Real Wealth is found through your unique combination of the four wealth dimensions below. It’s our job as financial professionals to help you make better, wiser, and more effective financial decisions that positively affect every aspect of your life.

Family & Friends

What would life be like without them? We need to have family and friends there to support us in our time of need. To have them to love and love us in return. To have them share and experience life with us. It’s of the utmost importance.

Meaning & Purpose

Imagine a life without meaning? Where you had no desire to better yourself, improve your life or your existence? That’s right… we can’t imagine that either. Having a sense of meaning and purpose is very important in our lives.

Money & Finances

Of course, having money is important. We need it to accomplish many of our goals, hopes and dreams. It’s just important to realize that money itself is just an object. It’s just the fuel for your journey in life. We only need enough of it to accomplish what we desire.

Health & Wellbeing

With everything in life there is to experience and enjoy, without our health and wellbeing, we can’t take advantage of it. Keeping ourselves healthy, stress-free, and in shape is necessary to truly live our lives to the fullest.

Section iconCompany Overview

Headquarters
1130 West Lake Cook Road Suite 150 Buffalo Grove, Illinois 60089 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

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

Section iconFunding & Financials

  • $25M$50M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.