What is WestPoint Financial Group's NAICS code?

WestPoint Financial Group's NAICS code is 52 (Finance and Insurance).

Insights

Strong client base WestPoint Financial Group serves over 200,000 clients and has a large Midwest network, indicating opportunities to upsell enterprise solutions, client engagement tools, and scalable platforms that support large advisory practices.

Growth and recognition Recent awards as Best Places to Work and high rankings in Top 25 lists signal a healthy, recruiting-friendly culture, presenting a chance to offer employee onboarding, HR tech, and practice management solutions aligned with their people-first branding.

Expansion footprint With offices across multiple Midwest states and a 500+ associate footprint, there is potential to provide cross-region compliance, risk management, FMV/compliance tooling, and regionalized client experience enhancements.

Tech landscape Current tech stack includes Microsoft 365, DocuSign, Zoom, and web forms, suggesting opportunities for integrated workflow automation, secure e-signature enhancements, and client portal modernization to boost efficiency.

Leadership momentum Involvement of founding and managing partners in industry events and CFA program launches indicates openness to strategic partnerships, advisor training platforms, and certification-aligned growth offerings that support scale.

Similar companies to WestPoint Financial Group

WestPoint Financial Group Tech Stack

WestPoint Financial Group uses 8 technology products and services including Microsoft 365, jQuery, Underscore.js, and more. Explore WestPoint Financial Group's tech stack below.

Microsoft 365
Email
jQuery
Javascript Libraries
Underscore.js
Javascript Libraries
DocuSign
Miscellaneous
Microsoft Word
Office Suites
Zoom
Web Conferencing
Gravity Forms
Web Platform Extensions
Extendify
Web Platform Extensions

Media & News

WestPoint Financial Group's Email Address Formats

WestPoint Financial Group uses at least 2 format(s):

WestPoint Financial Group Email Formats	Example	Percentage
FLast@financialguide.com	JDoe@financialguide.com	81%
FirstLast@financialguide.com	JohnDoe@financialguide.com	14%
LastFirst@financialguide.com	DoeJohn@financialguide.com	4%
LFirst@financialguide.com	DJohn@financialguide.com	1%
FLast@westpointfinancialgroup.com	JDoe@westpointfinancialgroup.com	88%
First.Last@westpointfinancialgroup.com	John.Doe@westpointfinancialgroup.com	8%
Last@westpointfinancialgroup.com	Doe@westpointfinancialgroup.com	2%
F.Last@westpointfinancialgroup.com	J.Doe@westpointfinancialgroup.com	2%

Frequently Asked Questions

What is WestPoint Financial Group's official website and social media links?

WestPoint Financial Group's official website is westpointfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does WestPoint Financial Group generate?

As of July 2026, WestPoint Financial Group's annual revenue is estimated to be $500M - $1B.

What is WestPoint Financial Group's SIC code NAICS code?

WestPoint Financial Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does WestPoint Financial Group have currently?

As of July 2026, WestPoint Financial Group has approximately 416 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Chief Executive Officer: L. N.President: A. M.Partner: J. G.. Explore WestPoint Financial Group's employee directory with LeadIQ.

What industry does WestPoint Financial Group belong to?

WestPoint Financial Group operates in the Financial Services industry.

What technology does WestPoint Financial Group use?

WestPoint Financial Group's tech stack includes Microsoft 365jQueryUnderscore.jsDocuSignMicrosoft WordZoomGravity FormsExtendify.

What is WestPoint Financial Group's email format?

WestPoint Financial Group's email format typically follows the pattern of FLast@financialguide.com. Find more WestPoint Financial Group email formats with LeadIQ.

WestPoint Financial Group

Q: How many employees does WestPoint Financial Group have currently?

WestPoint Financial Group has approximately 416 employees.

Q: What technology does WestPoint Financial Group use?

WestPoint Financial Group's tech stack includes Network Solutions, Vimeo, HSTS, X-Content-Type-Options, Microsoft Outlook.

Financial ServicesIndiana, United States201-500 Employees

WestPoint Financial Group operates in the financial services sector, offering guidance and resources to help clients set and pursue their financial goals. Its approach centers on personalized attention, thoughtful recommendations, and a focus on ethical standards, aiming to support individuals, families, and businesses through education and professional expertise. The firm serves a broad Midwest client base through a network of financial professionals, with a presence across multiple offices in Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Based in Indianapolis, WestPoint emphasizes credentialed professionals and ongoing professional development as part of its service model. Recent milestones include recognition as a Best Places to Work and notable industry acknowledgments, reflecting its focus on professional excellence and client service.