Insights

Strong Community Engagement Winch Financial has demonstrated a commitment to community through volunteering and receiving the Corporate Citizen Leadership Award, positioning it as a trusted local business invested in client and community well-being.

Reputable Industry Position With a revenue range of 10 to 25 million and nearly 50 years of experience, Winch Financial occupies a solid niche within the competitive financial services industry, presenting opportunities for partnerships focused on tailored financial advisory solutions.

Focus on Education Their emphasis on financial education and seminars indicates an openness to collaborative initiatives that enhance client engagement and improve financial literacy, creating avenues for educational product or content partnerships.

Technology Utilization Utilizing cloud-based and web technologies like WordPress, Cloudflare, and social media platforms suggests they value digital presence and could be receptive to digital marketing, CRM, or technology upgrade solutions.

Potential for Growth Compared to larger industry players with thousands of employees, Winch Financial's smaller scale presents opportunities for personalized service offerings, niche financial products, or fintech solutions aimed at increasing their market share in wealth management.

Winch Financial Tech Stack

Winch Financial uses 8 technology products and services including Cloudflare CDN, WordPress, jQuery Migrate, and more. Explore Winch Financial's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • WordPress
    Content Management System
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Akismet
    Web Platform Extensions
  • Facebook
    Widgets

Media & News

Winch Financial's Email Address Formats

Winch Financial uses at least 1 format(s):
Winch Financial Email FormatsExamplePercentage
First.Last@winchfinancial.comJohn.Doe@winchfinancial.com
48%
FLast@winchfinancial.comJDoe@winchfinancial.com
2%
First.Last@winchfinancial.comJohn.Doe@winchfinancial.com
48%
FLast@winchfinancial.comJDoe@winchfinancial.com
2%

Frequently Asked Questions

Where is Winch Financial's headquarters located?

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Winch Financial's main headquarters is located at 424 East Wisconsin Avenue Appleton, Wisconsin 54911 United States. The company has employees across 1 continents, including North America.

What is Winch Financial's phone number?

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You can contact Winch 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 Winch Financial's official website and social media links?

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Winch Financial's official website is winchfinancial.com and has social profiles on LinkedIn.

How much revenue does Winch Financial generate?

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As of March 2026, Winch Financial's annual revenue is estimated to be $1.9M.

What is Winch Financial's SIC code NAICS code?

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Winch Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Winch Financial have currently?

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As of March 2026, Winch Financial has approximately 13 employees across 1 continents, including North America. Key team members include Ceo: C. W.Marketing Director: L. B.Operations Director: S. A. S.. Explore Winch Financial's employee directory with LeadIQ.

What industry does Winch Financial belong to?

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Winch Financial operates in the Financial Services industry.

What technology does Winch Financial use?

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Winch Financial's tech stack includes Cloudflare CDNWordPressjQuery MigratejQueryPHPreCAPTCHAAkismetFacebook.

What is Winch Financial's email format?

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Winch Financial's email format typically follows the pattern of First.Last@winchfinancial.com. Find more Winch Financial email formats with LeadIQ.

When was Winch Financial founded?

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Winch Financial was founded in 1981.

Winch Financial

Financial ServicesWisconsin, United States11-50 Employees

For more than 40 years, Winch Financial has provided guidance through every season, with independent advice, innovative solutions and investment strategies that help our clients meet their retirement goals.
We focus on helping our clients achieve financial security through all phases of life and we’ve guided our clients and their children through decades.
Our active money management style centers on capital preservation, tactical asset allocation, diligent research and a proud recognition of the fiduciary standard. 
We have a passion for financial education, reflected in the classes and seminars we teach and the way we conduct our client meetings. In 2022, the Fox Cities Chamber of Commerce awarded us its Corporate Citizen Leadership Award for the volunteer work we've done in our community.
What drives us? The trust our clients have in us. We work hard every day to help our clients manage their dangers, opportunities and strengths in changing times.
Come see  how at Winch Financial, we’re investing for all season of your life.

Section iconCompany Overview

Headquarters
424 East Wisconsin Avenue Appleton, Wisconsin 54911 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Winch Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Winch Financial's revenue is estimated to be in the range of $10M$25M

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