Insights

Small firm profile A nearly sole proprietorship with Security through Cetera and Summit, suggesting high-touch, personalized financial services. Sales opportunity: position as tailored platform partner for boutique advisors seeking scalable client education and practice management tools.

Growth potential Revenue under one million and a lean team indicate significant upside if supported by fintech integrations, marketing automation, and expanded advisory services. Sales angle: offer scalable solutions to boost client acquisition, retention, and cross-sell opportunities.

Tech footprint Technology stack includes cloud hosting (AWS), analytics and monitoring (Datadog), marketing and education tools (FMG Suite), and mapping/branding assets. Sales angle: propose integrated platforms that streamline compliance, client education, and digital engagement.

Regulatory readiness Advisory and securities services through affiliated entities with clear separation of ownership. Sales angle: emphasize compliance-friendly solutions, data governance, and reporting that align with FINRA/SIPC requirements.

Market position Operating in financial services with peers of large, multi-thousand employee firms, suggesting a niche opportunity to compete on personalization, education, and client trust. Sales angle: offer competitive differentiation tools, practice growth programs, and targeted marketing to win mid-market segment clients.

Similar companies to 60 Financial

60 Financial Tech Stack

60 Financial uses 8 technology products and services including Amazon Web Services, FMG Suite, JSON-LD, and more. Explore 60 Financial's tech stack below.

  • Cloud Hosting
  • FMG Suite
    Content Marketing
  • JSON-LD
    Javascript Frameworks
  • Google Maps
    Maps
  • Real User Monitoring
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • Facebook
    Widgets

60 Financial's Email Address Formats

60 Financial uses at least 1 email format:
60 Financial Email FormatsExamplePercentage
First@60financial.comJohn@60financial.com
100%

Frequently Asked Questions

What is 60 Financial's official website and social media links?

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60 Financial's official website is 60financial.com and has social profiles on LinkedIn.

How much revenue does 60 Financial generate?

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As of November 2026, 60 Financial's annual revenue is estimated to be <$1M.

What is 60 Financial's NAICS code?

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60 Financial's NAICS code is 52 - Finance and Insurance.

How many employees does 60 Financial have currently?

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As of November 2026, 60 Financial has approximately 1 employees across 1 continents, including North America. Key team members include Founder & Ceo: S. J. Explore 60 Financial's employee directory with LeadIQ.

What industry does 60 Financial belong to?

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60 Financial operates in the Financial Services industry.

What technology does 60 Financial use?

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60 Financial's tech stack includes Amazon Web Services, FMG Suite, JSON-LD, Google Maps, Datadog, HSTS, Bootstrap and Facebook.

What is 60 Financial's email format?

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60 Financial's email format typically follows the pattern of First@60financial.com. Find more 60 Financial email formats with LeadIQ.

When was 60 Financial founded?

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60 Financial was founded in 2019.
60 Financial logo

60 Financial

Financial ServicesGeorgia, United States0-1 Employees

60 Financial operates in the financial services sector as a financial advisory firm based in Johns Creek, Georgia. Its approach centers on engaging clients to earn their trust and support their financial goals, while organizing activities and providing a platform for education and sharing best practices among clients. The company works with clients seeking securities guidance through Cetera Advisor Networks LLC and offers advisory services through Summit Financial Group, Inc., with the two entities affiliated yet independently owned. Targeted at individuals seeking qualified financial advice, 60 Financial focuses on organizing educational resources and facilitating client collaboration within its advisory and brokerage framework. The firm sits within a broader ecosystem of large national financial services firms, positioning itself as a local advisor supported by established networks in the industry. The organization is based in the United States, specifically in the Johns Creek area of Georgia, and operates with a small-scale team. A notable recent development is its collaboration structure with Cetera and Summit Financial Group to provide integrated advisory and brokerage services.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
0-1

Section iconFunding & Financials

  • <$1M

    60 Financial's revenue is estimated to be in the range of <$1M

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