Insights

Mutual growth 1847Financial operates as a national organization affiliated with Penn Mutual and HTK, focusing on growth for financial professionals and firms. This presents cross-sell opportunities for product suites, advisor services, and broker-dealer support to firms seeking a strong mutual company partnership.

Expansion momentum Recent leadership hires and regional principal appointments plus regional summits indicate ongoing geographic expansion and talent growth. This creates opportunities to offer scalable technology, marketing support, and practice-building resources to new markets and newly appointed managing principals.

Digital enablement The tech stack includes standard web and analytics tooling (WordPress, JSON-LD, MariaDB) and marketing-oriented capabilities (Monthly Marketing Guide). Potential to upsell data analytics, CRM integration, and digital marketing services to boost advisor practices and client acquisition.

Events driven Active participation in conferences and regional summits signals high engagement with advisors and thought leaders. Seek sponsorships, co-branded educational programs, and event-based marketing partnerships to deepen relationships and generate qualified leads.

Financial health profile Annual revenue range of 50–100 million with a mid-sized employee base suggests a substantial but agile firm profile. This supports opportunities for scalable technology, practice management tools, and consulting services tailored to mid-market financial services organizations.

Similar companies to 1847Financial- New York, NY, & Wakefield, MA

1847Financial- New York, NY, & Wakefield, MA Tech Stack

1847Financial- New York, NY, & Wakefield, MA uses 8 technology products and services including Open Graph, WordPress, MariaDB, and more. Explore 1847Financial- New York, NY, & Wakefield, MA's tech stack below.

Open Graph
Content Management System
WordPress
Content Management System
MariaDB
Database
Twemoji
Font Scripts
JSON-LD
Javascript Frameworks
jQuery Migrate
Javascript Libraries
Slider Revolution
Miscellaneous
Miro
Team Collaboration

Media & News

1847Financial- New York, NY, & Wakefield, MA's Email Address Formats

1847Financial- New York, NY, & Wakefield, MA uses at least 2 format(s):

1847Financial- New York, NY, & Wakefield, MA Email Formats	Example	Percentage
FLast@ewsnyc.com	JDoe@ewsnyc.com	84%
First@ewsnyc.com	John@ewsnyc.com	12%
First.Last@ewsnyc.com	John.Doe@ewsnyc.com	2%
LFirst@ewsnyc.com	DJohn@ewsnyc.com	2%
FLast@1847financial.com	JDoe@1847financial.com	91%
Last@1847financial.com	Doe@1847financial.com	8%
First@1847financial.com	John@1847financial.com	1%

Frequently Asked Questions

Where is 1847Financial- New York, NY, & Wakefield, MA's headquarters located?

1847Financial- New York, NY, & Wakefield, MA's main headquarters is located at 2 Park Avenue New York, New York 10016 United States. The company has employees across 2 continents, including North AmericaEurope.

What is 1847Financial- New York, NY, & Wakefield, MA's phone number?

You can contact 1847Financial- New York, NY, & Wakefield, MA's main corporate office by phone at

+1-212-697-****

. 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 1847Financial- New York, NY, & Wakefield, MA's official website and social media links?

1847Financial- New York, NY, & Wakefield, MA's official website is 1847financial.com and has social profiles on LinkedIn.

What is 1847Financial- New York, NY, & Wakefield, MA's NAICS code?

1847Financial- New York, NY, & Wakefield, MA's NAICS code is 52 - Finance and Insurance.

How many employees does 1847Financial- New York, NY, & Wakefield, MA have currently?

As of June 2026, 1847Financial- New York, NY, & Wakefield, MA has approximately 41 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operating Officer: R. K.Managing Partner: J. S.Partner: R. O.. Explore 1847Financial- New York, NY, & Wakefield, MA's employee directory with LeadIQ.

What industry does 1847Financial- New York, NY, & Wakefield, MA belong to?

1847Financial- New York, NY, & Wakefield, MA operates in the Financial Services industry.

What technology does 1847Financial- New York, NY, & Wakefield, MA use?

1847Financial- New York, NY, & Wakefield, MA's tech stack includes Open GraphWordPressMariaDBTwemojiJSON-LDjQuery MigrateSlider RevolutionMiro.

What is 1847Financial- New York, NY, & Wakefield, MA's email format?

1847Financial- New York, NY, & Wakefield, MA's email format typically follows the pattern of FLast@ewsnyc.com. Find more 1847Financial- New York, NY, & Wakefield, MA email formats with LeadIQ.

When was 1847Financial- New York, NY, & Wakefield, MA founded?

1847Financial- New York, NY, & Wakefield, MA was founded in 1967.

1847Financial- New York, NY, & Wakefield, MA

Financial ServicesNew York, United States11-50 Employees

1847Financial is a national network of financial services firms affiliated with Penn Mutual and HTK, the broker-dealer and registered investment adviser. It extends the mutual-company ethos of Penn Mutual to independent financial professionals by offering customized support for building durable practices, including business planning and coaching. The network emphasizes a client-first approach to life insurance and wealth management and supports advisors with local-market resources.

Headquartered in New York, NY, and Wakefield, MA, the organization serves a national market within the financial services industry and positions itself as a primary affiliation partner for growth-oriented financial professionals. In 2025, it expanded leadership with Brandon Mann as Managing Principal for Utah/Arizona, signaling ongoing growth.