Insights

Established Market Presence As a company with roots dating back to 1847 and a strong connection to its mutual heritage, 1847Financial demonstrates long-standing stability and trustworthiness, making it appealing to high-net-worth clients and financial professionals seeking reputable partnerships.

Growth and Leadership Recent strategic hires of Managing Principals in Utah/Arizona and Nashville highlight ongoing expansion efforts, presenting opportunities to offer solutions supporting regional growth, leadership development, and operational scaling.

Digital Engagement Their investment in a curated tech stack and launching initiatives like the Monthly Marketing Guide indicate a focus on digital marketing and client engagement, opening avenues for innovative marketing, CRM, and content automation solutions.

Event and Partnership Focus Active participation in industry conferences such as the Advanced Markets Conference and regional Summits showcases a commitment to thought leadership and networking, which can be leveraged to introduce event management, sponsorship, or professional development services.

Financial Stability and Potential With a revenue range of 50 to 100 million dollars and a focused niche within wealth management and insurance, 1847Financial presents sales opportunities for financial technology, compliance tools, and client acquisition platforms tailored to mid-sized financial services firms.

Similar companies to 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)

1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) Tech Stack

1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) uses 8 technology products and services including Varnish, Modernizr, jQuery UI, and more. Explore 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s tech stack below.

  • Varnish
    Caching
  • Modernizr
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • Pantheon
    Platform As A Service
  • Animate.css
    UI Frameworks
  • jQuery Validation Plugin
    Web Tools And Plugins

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

1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) uses at least 3 format(s):
1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) Email FormatsExamplePercentage
First@wealthstrategiesinc.comJohn@wealthstrategiesinc.com
100%
FLast@armorwealth.comJDoe@armorwealth.com
95%
LastFir@armorwealth.comDoeJoh@armorwealth.com
3%
LFirst@armorwealth.comDJohn@armorwealth.com
2%
FLast@1847financial.comJDoe@1847financial.com
90%
Last@1847financial.comDoe@1847financial.com
8%
First@1847financial.comJohn@1847financial.com
1%
LastFirst@1847financial.comDoeJohn@1847financial.com
1%

Frequently Asked Questions

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

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1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s main headquarters is located at 15851 North Dallas Parkway, Suite 100. The company has employees across 2 continents, including North AmericaAsia.

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

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You can contact 1847Financial Dallas/Fort Worth (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 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s official website and social media links?

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1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s official website is 1847financial.com and has social profiles on LinkedIn.

How much revenue does 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) generate?

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As of December 2025, 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s annual revenue is estimated to be $320K.

What is 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s SIC code NAICS code?

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1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

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

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As of December 2025, 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) has approximately 51 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 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s employee directory with LeadIQ.

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

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1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) operates in the Financial Services industry.

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

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1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s tech stack includes VarnishModernizrjQuery UIOWL CarouselSlider RevolutionPantheonAnimate.cssjQuery Validation Plugin.

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

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1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s email format typically follows the pattern of First@wealthstrategiesinc.com. Find more 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) email formats with LeadIQ.

When was 1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) founded?

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1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies) was founded in 1847.

1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)

Financial ServicesTexas, United States51-200 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
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1847
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)'s revenue is estimated to be in the range of $50M$100M

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