Stonewood Financial

Financial Services • St Matthews, Kentucky, United States • 11-20 Employees

Company overview

Headquarters	100 Mallard Creek Rd, Suite 200, St Matthews, Kentucky 40207, US
Phone number	+15025887155
Website	stonewoodfinancial.com
NAICS	52
SIC	628
Keywords	Books, Marketing, Training, Software, Taxes, Annuity, Lead Gen, Indexed Universal Life Insurance, Income Risk, Tax Risk, Legislative Risk, Client Reports
Founded	2001
Employees	11-20
Socials

Key Contacts at Stonewood Financial

Becky Ruby Swansburg

Chief Executive Officer

Laura Deignan

Director Of Marketing And Technology

Jessica Scott

Director Of Growth Marketing

Martin Ruby

Founder And Chairman

Delphine Evans

Cao And Director Of Client Services

Stonewood Financial Email Formats

Stonewood Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@stonewoodfinancial.com), used 91.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@stonewoodfinancial.com	91.7%
{first name}{last name}	johndoe@stonewoodfinancial.com	8.3%

About Stonewood Financial

Our services are designed for one bold purpose: To transform your business. With Stonewood software, turn-key marketing programs, and training and coaching, you get access to proven sales and marketing approaches — and the tools to close business with them. Seminars and lead generation tools for prospecting. Brochures and handouts for client meetings. Customized client reports to close business. It's a complete package sure to power you to success. Advisors use our tools to: Grow their practices Diversify their client offerings Stay compliant in today’s regulatory environment Join our subscription-based website at StonewoodFinancial.com. Connect with us on social media: Twitter: https://twitter.com/stonewoodiul Facebook: https://www.facebook.com/StonewoodFinancial/

Stonewood Financial revenue & valuation

Annual revenue	$15,100,000
Revenue per employee	$1,159,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$48,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite

Director

Founder/Owner

Employees by Department

Stonewood Financial has 6 employees across 5 departments.

Departments

Number of employees

Funding Data

Stonewood Financial has never raised funding before.

Stonewood Financial Tech Stack

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

Cloudflare

CDN

jQuery CDN

CDN

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Google Tag Manager

Tag managers

HubSpot CMS Hub

CMS

Slick

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

HubSpot

Marketing automation

Frequently asked questions

Stonewood Financial is located in St Matthews, Kentucky, US.

You can reach Stonewood Financial at +15025887155.

Stonewood Financial was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Stonewood Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.