Broad Financial
Financial Services • 
Montvale, New Jersey, United States • 11-20 Employees
Company overview
| Headquarters | 1 Paragon Dr, Suite 270, Montvale, New Jersey 07645, US |
| Phone number | +18003955200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | 401K, Real Estate Ira, Real Estate Investing, IRA, Ethereum, The Broad Tax Lien Fund, Bitcoin Ira |
| Founded | 2004 |
| Employees | 11-20 |
| Socials |
Key Contacts at Broad Financial
Brian Finkelstein
Ceo
Broad Financial
Associate Director Of Customer Relations
Broad Financial Email Formats
Broad Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@broadfinancial.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@broadfinancial.com | 50% |
{first name}{last name} | johndoe@broadfinancial.com | 50% |
About Broad Financial
Broad Financial specializes in self-directed IRAs and Solo 401(k)s. All Broad Financial plans come with checkbook control. That means you get to put your retirement money in a bank of your choice and invest as you normally would, except all under the umbrella of a tax-sheltered IRA. A Broad Financial checkbook control Self-Directed plan allows you to invest in alternative investments, which includes almost everything in the entire world beyond Wall Street, i.e. outside of stocks, bonds, ETFs and mutual funds. Broad Financial customers appreciate the A+ personal customer support, which gives them relief and peace of mind for the lifetime of the plan.
Broad Financial revenue & valuation
| Annual revenue | $8,900,000 |
| Revenue per employee | $636,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $28,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Broad Financial has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Broad Financial has never raised funding before.
Broad Financial Tech Stack
Discover the technologies and tools that power Broad Financial's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
UI frameworks
Caching
Page builders
Security
CDN
SEO
JavaScript libraries
Advertising
Programming languages
Appointment scheduling
South Africa
France
Canada
Denmark
United KingdomFrequently asked questions
4.8
40,000 users
