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Collective Financial Group

Collective Financial Group

Financial ServicesFlag of USCedar Rapids, Iowa, United States1-10 Employees

Company overview

Headquarters4840 North River Boulevard NE, Suite 100, Cedar Rapids, IA 52411, US
Phone number+13193935931
Website
NAICS52
Founded2016
Employees1-10
Socials

Key Contact at Collective Financial Group

Flag of US

Vince Welsh

Director Of Technology

Collective Financial Group Email Formats

Collective Financial Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@cfgpro.com), used 62.5% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@cfgpro.com
62.5%
{first initial}{last name}
jdoe@cfgpro.com
37.5%

About Collective Financial Group

Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest. CFG believes sharing administrative, compliance and practice management resources enhances each firm’s ability to provide high quality insurance and financial solutions through a meaningful customer experience. CFG also believes in providing a unique and positive culture that is becoming tough to find in the industry. “Through the creation of CFG, our firms and advisors will have the scale necessary for access to more resources, knowledge, experience and talent while at the same time each firm will be able to continue operating with its own identity” -Tim Strellner, Managing Partner Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. 576-20180522-454814

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Collective Financial Group revenue & valuation

Annual revenue$769,995
Revenue per employee$86,000
Estimated valuation?$2,500,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry
Partner

Employees by Department

Collective Financial Group has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Collective Financial Group has never raised funding before.

Collective Financial Group Tech Stack

Discover the technologies and tools that power Collective Financial Group's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Collective Financial Group is located in Cedar Rapids, Iowa, US.
You can reach Collective Financial Group at +13193935931.
Collective Financial Group was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Collective Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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