Insights

Established Market Presence 1847Financial has a long-standing heritage dating back to 1847, positioning it as a trusted and historic player in the mutual financial services industry. This deep-rooted history can be leveraged to build trust and credibility with prospective clients seeking stability and tradition.

Growth-Oriented Professionals The company is actively attracting high-performing financial professionals and teams, evidenced by recent hires of managing principals in key regions. This focus suggests opportunities to offer tools, technology, and services that support scalable growth and team development.

Technology Adoption Utilizing a modern tech stack including MariaDB, PHP, Bootstrap, and other tools indicates a commitment to digital infrastructure. There is potential to introduce innovative software solutions, CRM systems, or data analytics tools tailored for financial professionals aiming to enhance client engagement.

Active Industry Engagement Participation in major industry conferences like the Advanced Markets Conference and regional summits demonstrates proactive market engagement. Opportunities exist to provide marketing, educational, and networking services aligned with their ongoing industry initiatives.

Significant Revenue Scale With revenue estimates between 25 to 50 million dollars and a relatively small team of 11 to 50 employees, 1847Financial could benefit from scalable solutions designed to optimize operational efficiency, client management, and financial planning processes as they expand.

1847 Financial (formerly known as Penn Mutual Wealth Strategies) Tech Stack

1847 Financial (formerly known as Penn Mutual Wealth Strategies) uses 8 technology products and services including cdnjs, MariaDB, Goober, and more. Explore 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s tech stack below.

  • cdnjs
    Content Delivery Network
  • MariaDB
    Database
  • Goober
    Javascript Libraries
  • Wow
    Marketing Analytics
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • Animate.css
    UI Frameworks
  • Magnific Popup
    Web Tools And Plugins

1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s Email Address Formats

1847 Financial (formerly known as Penn Mutual Wealth Strategies) uses at least 3 format(s):
1847 Financial (formerly known as Penn Mutual Wealth Strategies) Email FormatsExamplePercentage
FLast@armorwealth.comJDoe@armorwealth.com
95%
LastFir@armorwealth.comDoeJoh@armorwealth.com
3%
LFirst@armorwealth.comDJohn@armorwealth.com
2%
First@wealthstrategiesinc.comJohn@wealthstrategiesinc.com
100%
FLast@1847financial.comJDoe@1847financial.com
91%
Last@1847financial.comDoe@1847financial.com
8%
First@1847financial.comJohn@1847financial.com
1%

Frequently Asked Questions

Where is 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s headquarters located?

Minus sign iconPlus sign icon
1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s main headquarters is located at 15851 North Dallas Parkway Suite 100 Addison, Texas 75001 United States. The company has employees across 2 continents, including North AmericaAsia.

What is 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s phone number?

Minus sign iconPlus sign icon
You can contact 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s main corporate office by phone at . 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 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s official website and social media links?

Minus sign iconPlus sign icon
1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s official website is 1847financial.com and has social profiles on LinkedIn.

What is 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s NAICS code?

Minus sign iconPlus sign icon
1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s NAICS code is 52 - Finance and Insurance.

How many employees does 1847 Financial (formerly known as Penn Mutual Wealth Strategies) have currently?

Minus sign iconPlus sign icon
As of May 2026, 1847 Financial (formerly known as Penn Mutual Wealth Strategies) has approximately 38 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: B. R.Chief Financial Officer / Financial Operations: S. K.Vice President Of Investment Services: L. V.. Explore 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s employee directory with LeadIQ.

What industry does 1847 Financial (formerly known as Penn Mutual Wealth Strategies) belong to?

Minus sign iconPlus sign icon
1847 Financial (formerly known as Penn Mutual Wealth Strategies) operates in the Financial Services industry.

What technology does 1847 Financial (formerly known as Penn Mutual Wealth Strategies) use?

Minus sign iconPlus sign icon
1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s tech stack includes cdnjsMariaDBGooberWowPHPBootstrapAnimate.cssMagnific Popup.

What is 1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s email format?

Minus sign iconPlus sign icon
1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s email format typically follows the pattern of FLast@armorwealth.com. Find more 1847 Financial (formerly known as Penn Mutual Wealth Strategies) email formats with LeadIQ.

When was 1847 Financial (formerly known as Penn Mutual Wealth Strategies) founded?

Minus sign iconPlus sign icon
1847 Financial (formerly known as Penn Mutual Wealth Strategies) was founded in 1847.

1847 Financial (formerly known as Penn Mutual Wealth Strategies)

Financial ServicesTexas, United States11-50 Employees

Penn Mutual was founded in 1847.  The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality.

Our commitment to our financial professionals and clients we serve remains stronger than ever.  

•	1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. 
•	1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices
•	1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets.

We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. 

1847Financial is affiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial is affiliated with HTK. 6691136RG_Jun26

Section iconCompany Overview

Headquarters
15851 North Dallas Parkway Suite 100 Addison, Texas 75001 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1847
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    1847 Financial (formerly known as Penn Mutual Wealth Strategies)'s revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.