What is Wesban Financial Consultants, P.C.'s NAICS code?

Wesban Financial Consultants, P.C.'s NAICS code is 52 (Finance and Insurance).

Insights

Scaling Opportunity As a small independent advisory with 2-10 staff and 1-10M in revenue, Wesban is positioned to scale through scalable CRM, client portal, and back-office support to grow services for families, individuals, and small businesses in the Birmingham area.

Marketing Opportunity Wesban targets busy professionals, retirees and families; a lean marketing footprint suggests potential to expand client intake via digital marketing, personalized advisory content, and referral partnerships.

Tech Modernization Current tech stack relies on Google Workspace and basic web tools; there is opportunity to adopt modern financial planning software, an integrated CRM, a secure client portal, and strengthened cybersecurity.

Compliance Potential As a fiduciary independent advisor, Wesban could benefit from outsourced compliance, regulatory monitoring, and governance solutions to support growth and client trust.

Service Expansion With a client base of small businesses and professionals, opportunities exist to offer business retirement plans, succession planning, tax optimization, and advanced financial planning to deepen wallet share.

Wesban Financial Consultants, P.C. Tech Stack

Wesban Financial Consultants, P.C. uses 8 technology products and services including Google Hosted Libraries, RSS, Google Workspace, and more. Explore Wesban Financial Consultants, P.C.'s tech stack below.

Google Hosted Libraries

Content Delivery Network

RSS

Content Management System

Google Workspace

jQuery UI

Javascript Libraries

Google Maps

Maps

HSTS

Security

X-Content-Type-Options

Web & Portal Technology

Adobe Fonts

Web Fonts

Wesban Financial Consultants, P.C. Email Formats	Example	Percentage
First@wesban.com	John@wesban.com	100%

Wesban Financial Consultants, P.C. Email Formats

Example

Percentage

First@wesban.com

John@wesban.com

100%

Frequently Asked Questions

What is Wesban Financial Consultants, P.C.'s phone number?

You can contact Wesban Financial Consultants, P.C.'s main corporate office by phone at

+1-205-995-****

. 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 Wesban Financial Consultants, P.C.'s official website and social media links?

Wesban Financial Consultants, P.C.'s official website is wesban.com and has social profiles on LinkedIn.

How much revenue does Wesban Financial Consultants, P.C. generate?

As of August 2026, Wesban Financial Consultants, P.C.'s annual revenue is estimated to be $1M - $10M.

What is Wesban Financial Consultants, P.C.'s SIC code NAICS code?

Wesban Financial Consultants, P.C.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Wesban Financial Consultants, P.C. have currently?

As of August 2026, Wesban Financial Consultants, P.C. has approximately 2 employees across 2 continents, including AfricaNorth America. Key team members include Senior Consultant: P. M.. Explore Wesban Financial Consultants, P.C.'s employee directory with LeadIQ.

What industry does Wesban Financial Consultants, P.C. belong to?

Wesban Financial Consultants, P.C. operates in the Financial Services industry.

What technology does Wesban Financial Consultants, P.C. use?

Wesban Financial Consultants, P.C.'s tech stack includes Google Hosted LibrariesRSSGoogle WorkspacejQuery UIGoogle MapsHSTSX-Content-Type-OptionsAdobe Fonts.

What is Wesban Financial Consultants, P.C.'s email format?

Wesban Financial Consultants, P.C.'s email format typically follows the pattern of First@wesban.com. Find more Wesban Financial Consultants, P.C. email formats with LeadIQ.

When was Wesban Financial Consultants, P.C. founded?

Wesban Financial Consultants, P.C. was founded in 1977.

Wesban Financial Consultants, P.C.

Q: What technology does Wesban Financial Consultants, P.C. use?

Wesban Financial Consultants, P.C.'s tech stack includes Adobe Fonts, Font Awesome, jQuery, Helix Ultimate, AddThis.

Financial ServicesAlabama, United States2-10 Employees

Wesban Financial Consultants, P.C. is an independent investment advisory and financial planning firm based in Birmingham, Alabama. Its credentialed advisors offer unbiased guidance to families, individuals, and small businesses, aiming to help clients organize and maintain their financial affairs so they can pursue their goals and make informed money decisions over time. The firm operates within the financial services sector, positioning itself as a provider of comprehensive planning and investment advice tailored to busy professionals and retirees and their families. Founded and located in the Birmingham area, Wesban emphasizes independent, objective counsel as part of its service offering.

Insights

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