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Founders Financial

Founders Financial

Financial ServicesFlag of USTowson, Maryland, United States51-100 Employees

Company overview

Headquarters1026 Cromwell Bridge Rd, Suite 100, Towson, Maryland 21286, US
Phone number+14103089988
Website
NAICS52
SIC621
Keywords
Financial Services, Wealth Management, Consulting, Coaching, Practice Management, Investment Research, Investment Management, Building Relationships, Holistic Technology Solutions
Founded1994
Employees51-100
Socials

Key Contacts at Founders Financial

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Steven Watts

Chief Growth Officer / Managing Director Of Marketing

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Brian Zabora

Director Investments

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Diego Camino

Life Insurance Agency Owner

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Emily Hunter

Director, Design & Brand

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Philip Dubay

Director, Member Partner Integration

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Ashley Turlington

Director Of First Impressions

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Alexander Vrbas

Agency Owner

Founders Financial Email Formats

Founders Financial uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@foundersfinancial.com), used 70.8% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@foundersfinancial.com
70.8%
{first name}{last name}
johndoe@foundersfinancial.com
25%
{first initial}{second initial}{last name}
jodoe@foundersfinancial.com
4.2%

About Founders Financial

Founded in 1994, Founders Financial, LLC is the parent company of Founders Financial Securities, LLC , a privately-held, full-service registered investment adviser (RIA) and independent broker-dealer firm headquartered in Towson, Maryland. We are committed to positively impacting the lives and professions of those they serve, while always building a community of spirit and purpose. As an interdependent RIA and broker-dealer, we're focused on developing a genuine, personal relationships rooted in partnership that celebrate the symbiotic relationship between advisor and RIA/broker-dealer. Our community of passionate independent financial advisors is supported with a comprehensive suite of solutions and services, including TRU Enterprise OS™, FCMS® Investment Management, and the Strategic Enterprise Program™. Together, these offerings empower advisors to operate a modern wealth management practice at scale (technology, second-party investment management™, marketing, administrative support, compliance) and grow their enterprise and leadership capabilities through an experiential journey built on the principals of servant leadership. For more information, please visit www.foundersfinancial.com. Founders Financial, Inc. Is the parent company of Founders Financial Securities, LLC. Member FINRA / SIPC and Registered Investment Advisor.

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Founders Financial revenue & valuation

Annual revenue$9,800,000
Revenue per employee$172,000
Estimated valuation?$31,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Founders Financial has 14 employees across 7 departments.

Departments

Number of employees

Funding Data

Founders Financial has never raised funding before.

Founders Financial Tech Stack

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

Cloudflare Bot Management

Cloudflare Bot Management

Security

WP Rocket

WP Rocket

Caching

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Zoho

Zoho

CRM

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Founders Financial is located in Towson, Maryland, US.
You can reach Founders Financial at +14103089988.
Founders Financial was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.
Founders Financial has approximately 51-100 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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