Insights

HTK Network Access The firm relies on HTK for investment advisory registrations, presenting a clear pathway to tap into HTK's advisor network for cross-selling planning, insurance, and asset management services.

Florida Affluent Focus Based in Tampa with a macro-economic planning approach, opportunities exist to attract high-net-worth clients in Florida and expand services that address local tax, estate planning, and retirement needs.

Macro Planning Edge A macro-economic modeling system differentiates XXI Financial; highlight its value to institutions or independent advisors seeking to optimize wealth accumulation, distribution, and preservation for their clients.

Digital Marketing Stack Current tech stack shows readiness for digital lead generation and onboarding improvements; offer marketing automation, analytics enhancements, and web optimization to boost client acquisition and engagement.

Service Expansion With moderate growth and workforce, there's room to upsell additional services such as tax planning, estate planning, risk management, and insurance products through HTK collaboration, driving recurring revenue.

Similar companies to XXI Financial

XXI Financial Tech Stack

XXI Financial uses 8 technology products and services including Hotjar, Cloudflare CDN, Cloudflare, and more. Explore XXI Financial's tech stack below.

Hotjar
Analytics
Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
Open Graph
Content Management System
FMG Suite
Content Marketing
Google Maps
Maps
Site24x7
Real User Monitoring
HSTS
Security

Media & News

XXI Financial's Email Address Formats

XXI Financial uses at least 2 format(s):

XXI Financial Email Formats	Example	Percentage
FLast@xxifinancial.com	JDoe@xxifinancial.com	65%
First.Last@xxifinancial.com	John.Doe@xxifinancial.com	28%
Last@xxifinancial.com	Doe@xxifinancial.com	5%
First.MiddleLast@xxifinancial.com	John.MichaelDoe@xxifinancial.com	2%
FLast@xxiadvisors.com	JDoe@xxiadvisors.com	69%
First.Last@xxiadvisors.com	John.Doe@xxiadvisors.com	31%

Frequently Asked Questions

Where is XXI Financial's headquarters located?

XXI Financial's main headquarters is located at Tampa, Florida United States. The company has employees across 1 continents, including North America.

What is XXI Financial's phone number?

You can contact XXI Financial's main corporate office by phone at

+1-813-281-****

. 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 XXI Financial's official website and social media links?

XXI Financial's official website is xxifinancial.com and has social profiles on LinkedIn.

What is XXI Financial's NAICS code?

XXI Financial's NAICS code is 52 - Finance and Insurance.

How many employees does XXI Financial have currently?

As of February 2026, XXI Financial has approximately 51 employees across 1 continents, including North America. Key team members include Director Of Training / Advisor: F. L.Business Development Manager: C. B.Financial Services Professional: T. S.. Explore XXI Financial's employee directory with LeadIQ.

What industry does XXI Financial belong to?

XXI Financial operates in the Financial Services industry.

What technology does XXI Financial use?

XXI Financial's tech stack includes HotjarCloudflare CDNCloudflareOpen GraphFMG SuiteGoogle MapsSite24x7HSTS.

What is XXI Financial's email format?

XXI Financial's email format typically follows the pattern of FLast@xxifinancial.com. Find more XXI Financial email formats with LeadIQ.

XXI Financial

Q: What is XXI Financial's official website and social media links?

XXI Financial's official website is xxifinancial.com. XXI Financial has social profiles on LinkedIn.

Q: How many employees does XXI Financial have currently?

XXI Financial has approximately 51 employees.

Q: What technology does XXI Financial use?

XXI Financial's tech stack includes jQuery, Google Analytics, Network Solutions, Font Awesome, Google Tag Manager.

Q: What is XXI Financial's NAICS code?

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

Financial ServicesFlorida, United States51-200 Employees

XXI Financial is a Tampa-based financial services firm that specializes in financial planning. It uses a discovery-driven approach to collect information, analyze data, and design customized plans aligned with each client's goals.

Planning services are provided by representatives of Hornor, Townsend & Kent (HTK), who hold investment advisory registrations as part of HTK, a registered investment adviser. XXI Financial and HTK operate independently; HTK provides securities and investment advisory services while XXI Financial focuses on planning. The company emphasizes a macroeconomic modeling framework to support the efficient management of wealth for clients and those who depend on them, with Florida licensing for insurance and securities noted.