49 Financial logo

49 Financial Employee Directory

Financial ServicesTexas, United States201-500 Employees

49 Financial is a financial services firm headquartered in Austin, Texas, with 201 to 500 employees. The organization operates under the trade name 49 Financial and is registered with the U.S. Securities and Exchange Commission as an investment adviser. All investment advisory activities are conducted through 49 Financial, while commissionable product sales are performed under the supervision of Oakwood Capital Securities; the two entities are not affiliated. The firm emphasizes a holistic approach to clients' financial situations, aiming to add value through full financial planning or by complementing a client's existing arrangements. Additional information about its services, fees, conflicts of interest, and other disclosures is available through the SEC adviser information page and the company's website.

Find 49 Financial employees' phone numbers or email addresses

49 Financial Global Highlights

Location
Employees

North America
279

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  • United States Of America
    277
  • Canada
    2

Asia
10

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  • India
    8
  • Pakistan
    1
  • Indonesia
    1

Europe
4

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  • Germany
    2
  • Ukraine
    1
  • Poland
    1

Africa
2

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  • Ghana
    1
  • South Africa
    1

49 Financial's Leadership

  • Stylized image of a person
    J. M.
    Chief Operating Officer
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    D. W.
    Chief Risk Officer
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    W. I.
    Chief Marketing Officer
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    L. R.
    Vice President - Minnesota
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    L. W.
    President
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    D. W.
    Head Of Business Development
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    H. L.
    Founding Partner
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    T. R.
    Market Vice President
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49 Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Business
  • Education
  • Other

Contact profiles from 49 Financial

Name
Title
Contact Info
Location
Last Update
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    T. O.
    Director Of Field Operations
    Phone icon
    United StatesMinnesota
    Apr 20, 2026
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    J. M.
    Director Strategic Marketing
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    Oct 23, 2024
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    C. G.
    Compliance Manager
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    United StatesPennsylvania
    May 06, 2026
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    M. S.
    Portfolio Manager
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    United StatesFlorida
    May 21, 2026
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    S. F.
    Manager
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    Oct 16, 2024
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    C. C.
    Senior Financial Advisor
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    Oct 04, 2024
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    C. H.
    Senior Associate
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    May 15, 2024
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    J. J.
    Senior Associate
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    United StatesMississippi
    Mar 24, 2026
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    E. R.
    Senior Accountant
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    United StatesIowa
    Nov 20, 2025
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    C. C.
    Senior Financial Advisor
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    United StatesArkansas
    Oct 04, 2024

Frequently Asked Questions

What is 49 Financial known for?

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49 Financial was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in Austin, Texas United States. Explore 49 Financial's company overview page for more information.

What is 49 Financial's most common email format?

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49 Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 49 Financial email formats with LeadIQ.

How many employees does 49 Financial have currently?

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49 Financial has approximately 481 employees as of May 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are 49 Financial's key employees and leadership?

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As of May 2026, 49 Financial's key employees include:

  • Chief Operating Officer: J. M.
  • Chief Risk Officer: D. W.
  • Chief Marketing Officer: W. I.
  • Vice President - Minnesota: L. R.
  • President: L. W.

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