Insights

Financial Services Niche Target a diversified financial services and planning client base in Toledo, Ohio and surrounding markets, offering tailored financial and consulting solutions that align with their personalized service approach.

Mid-market Revenue Leverage their mid-market revenue profile (approximately 1M to 10M) to position scalable advisory and wealth management services that fit growing businesses and high-net-worth individuals within the firm’s local network.

Tech Enablement Propose technology-led offerings such as data analytics, client portal enhancements, and compliant digital marketing analytics (Google Tag Manager, Piwik PRO, RSS feeds) to improve client engagement and operational efficiency.

Boutique Competitiveness Frame partnerships as a boutique alternative to larger agencies, highlighting personalized service, fast turnaround, and cross-disciplinary capabilities in strategy, planning, and consulting to attract clients seeking bespoke solutions.

Growth & Expansion Explore opportunities tied to growth initiatives and potential geographic or client-base expansion by aligning with similar mid-sized firms in the sports management and entertainment sectors to broaden referral networks.

Similar companies to Wilcox Financial/Sports Management

Wilcox Financial/Sports Management Tech Stack

Wilcox Financial/Sports Management uses 8 technology products and services including Adobe, Open Graph, Modernizr, and more. Explore Wilcox Financial/Sports Management's tech stack below.

Adobe
Audio, Video, Graphics
Open Graph
Content Management System
Modernizr
Javascript Libraries
PHP
Programming Languages
reCAPTCHA
Security
Adobe Creative Suite
Visualisation Software
Apache
Web Servers
Orbit Slider
Web Tools And Plugins

Wilcox Financial/Sports Management's Email Address Formats

Wilcox Financial/Sports Management uses at least 1 format(s):

Wilcox Financial/Sports Management Email Formats	Example	Percentage
LastF@wilcoxfinancial.com	DoeJ@wilcoxfinancial.com	90%
FirstL@wilcoxfinancial.com	JohnD@wilcoxfinancial.com	5%
L.First@wilcoxfinancial.com	D.John@wilcoxfinancial.com	5%

Frequently Asked Questions

What is Wilcox Financial/Sports Management's phone number?

You can contact Wilcox Financial/Sports Management's main corporate office by phone at

+1-419-725-****

. 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 Wilcox Financial/Sports Management's official website and social media links?

Wilcox Financial/Sports Management's official website is wilcoxfinancial.com and has social profiles on LinkedIn.

How much revenue does Wilcox Financial/Sports Management generate?

As of July 2026, Wilcox Financial/Sports Management's annual revenue is estimated to be $10M - $25M.

What is Wilcox Financial/Sports Management's NAICS code?

Wilcox Financial/Sports Management's NAICS code is 52 - Finance and Insurance.

How many employees does Wilcox Financial/Sports Management have currently?

As of July 2026, Wilcox Financial/Sports Management has approximately 11 employees across 1 continents, including North America. Key team members include Presidentv President: D. W.Manager: B. W.Executive Assistant: L. S.. Explore Wilcox Financial/Sports Management's employee directory with LeadIQ.

What industry does Wilcox Financial/Sports Management belong to?

Wilcox Financial/Sports Management operates in the Financial Services industry.

What technology does Wilcox Financial/Sports Management use?

Wilcox Financial/Sports Management's tech stack includes AdobeOpen GraphModernizrPHPreCAPTCHAAdobe Creative SuiteApacheOrbit Slider.

What is Wilcox Financial/Sports Management's email format?

Wilcox Financial/Sports Management's email format typically follows the pattern of LastF@wilcoxfinancial.com. Find more Wilcox Financial/Sports Management email formats with LeadIQ.

Wilcox Financial/Sports Management

Q: What technology does Wilcox Financial/Sports Management use?

Wilcox Financial/Sports Management's tech stack includes AddToAny, HSTS, Apache, Facebook, UPS.

Q: What is Wilcox Financial/Sports Management's NAICS code?

Wilcox Financial/Sports Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

Wilcox Financial/Sports Management is a diversified financial services, planning and consulting firm based in Toledo, Ohio. The company emphasizes a personalized approach aimed at meeting the distinct goals of individual clients through comprehensive financial guidance and strategic planning. Operating within the financial services sector, it positions itself as a service- and client-focused firm that integrates financial planning with elements of sports management to support its stakeholder needs. The organization serves a small to mid-sized client base and appears to provide tailored advisory and consulting services designed to address its clients’ unique financial objectives. The firm’s location in the Toledo area places it within the Midwest professional services landscape, with a profile that reflects a regional practice offering specialized financial and planning assistance.