Insights

Growth potential Westland Financial Services has revenue in the mid-range for specialized financial services firms and recently appointed a new COO, signaling a push for scalable operations and growth execution that may require enhanced governance, HR, and technology investments.

Technology modernization Current tech stack includes AWS, WordPress, and security tools like Barracuda and KnowBe4, indicating opportunities to offer cloud optimization, cybersecurity enhancements, and modern application integrations to improve resilience and efficiency.

Leadership transition New COO starting January 2024 suggests a critical period for process optimization, analytics, and performance management services that can help accelerate strategic initiatives and profitability.

Regulatory readiness Registered with FINRA/SIPC and partner status with Leaders Group point to needs around compliance, training, and advisor enablement programs that align with broker-dealer requirements and client trust.

Strategic acquisition history Historical acquisition by LTC Global indicates openness to partnerships and channel expansion; potential fit for consulting, integration services, and distribution financing solutions to support growth ambitions.

Similar companies to Westland Financial Services Inc

Westland Financial Services Inc Tech Stack

Westland Financial Services Inc uses 8 technology products and services including Amazon Web Services, WordPress, Barracuda Email Protection, and more. Explore Westland Financial Services Inc's tech stack below.

Westland Financial Services Inc's Email Address Formats

Westland Financial Services Inc uses at least 4 email formats:
Westland Financial Services Inc Email FormatsExamplePercentage
FirstL@westlandinc.comJohnD@westlandinc.com
87%
FLast@westlandinc.comJDoe@westlandinc.com
6%
FirstML@westlandinc.comJohnMD@westlandinc.com
4%
Last@westlandinc.comDoe@westlandinc.com
3%

Frequently Asked Questions

What is Westland Financial Services Inc's phone number?

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You can contact Westland Financial Services Inc'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 Westland Financial Services Inc's official website and social media links?

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Westland Financial Services Inc's official website is westlandinc.com and has social profiles on LinkedIn.

How much revenue does Westland Financial Services Inc generate?

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As of August 2026, Westland Financial Services Inc's annual revenue is estimated to be $25M - $50M.

What is Westland Financial Services Inc's NAICS code?

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Westland Financial Services Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Westland Financial Services Inc have currently?

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As of August 2026, Westland Financial Services Inc has approximately 24 employees across 2 continents, including North America and Europe. Key team members include Chief Executive Officer: C. X., Vice President: M. M. and Social Media Director: G. L. Explore Westland Financial Services Inc's employee directory with LeadIQ.

What industry does Westland Financial Services Inc belong to?

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Westland Financial Services Inc operates in the Financial Services industry.

What technology does Westland Financial Services Inc use?

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Westland Financial Services Inc's tech stack includes Amazon Web Services, WordPress, Barracuda Email Protection, jQuery Migrate, PHP, KnowBe4, Apache and Apache HTTP Server.

What is Westland Financial Services Inc's email format?

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Westland Financial Services Inc's email format typically follows the pattern of FirstL@westlandinc.com. Find more Westland Financial Services Inc email formats with LeadIQ.

When was Westland Financial Services Inc founded?

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Westland Financial Services Inc was founded in 1974.
Westland Financial Services Inc logo

Westland Financial Services Inc

Financial ServicesCalifornia, United States11-50 Employees

Westland Financial Services Inc is a financial services firm based in San Diego, California, focused on insurance products as a core component of client portfolios. The company positions itself as a partner for financial professionals who view insurance strategies, products, and guarantees as essential elements of wealth planning and risk management. Westland operates as a registered representative of The Leaders Group, with membership in FINRA/SIPC, indicating its role within the regulated brokerage and insurance distribution landscape. In addition to its traditional advisory role, the firm has seen leadership changes, with a recent appointment of a Chief Operating Officer effective January 2024, signaling ongoing organizational development. The business is part of the broader insurance distribution ecosystem and has previously been involved in a corporate event when it was acquired by LTC Global, suggesting its integration within a network of insurance distributors. Westland serves clients through the San Diego region, aligning with financial professionals who require insurance solutions to complement client portfolios, including risk protection and guarantees.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1974
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Westland Financial Services Inc's revenue is estimated to be in the range of $25M - $50M

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