Acrylic Financial logo

Acrylic Financial Employee Directory

Financial ServicesArizona, United States2-10 Employees

Acrylic Financial is a financial services firm based in Fountain Hills, Arizona, that serves registered investment advisory practices. It has built a custom technology stack in partnership with TD Ameritrade to streamline account opening and ongoing client service. The platform is described as all-inclusive and includes a proprietary, no-fee active money management offering designed to help advisors deliver enhanced service to their clients. 

The company operates with a compact team focused on modernizing advisor workflows within the RIA sector. In December 2024, Acrylic Financial was announced as a partner in a data-driven, real-time underwriting platform from InstaBrain, Inc., alongside Brokers Alliance, to advance the digital user experience. These developments position Acrylic Financial within the financial services landscape as a provider of technology-enabled solutions for independent advisory practices.

Find Acrylic Financial employees' phone numbers or email addresses

Acrylic Financial Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Acrylic Financial's Leadership

  • Stylized image of a person
    D. R.
    Co-Founder
    Phone icon
  • Stylized image of a person
    N. S.
    Managing Partner
    Phone icon
  • Stylized image of a person
    D. H.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    W. S. B.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    O. P.
    Financial Advisor
    Phone icon

Acrylic Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Acrylic Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. R.
    Co-Founder
    Phone icon
    United StatesArizona
    Jun 25, 2026
  • Stylized image of a person
    N. S.
    Managing Partner
    Phone icon
    United StatesArizona
    Apr 13, 2026
  • Stylized image of a person
    D. H.
    Investment Advisor Representative
    Phone icon
    United StatesMaryland
    Jul 01, 2026
  • Stylized image of a person
    W. S. B.
    Investment Advisor Representative
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    O. P.
    Financial Advisor
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Acrylic Financial known for?

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Acrylic Financial was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 16930 East Palisades Boulevard Suite #100 Fountain Hills, Arizona United States. Explore Acrylic Financial's company overview page for more information.

What is Acrylic Financial's most common email format?

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

How many employees does Acrylic Financial have currently?

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Acrylic Financial has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Acrylic Financial's key employees and leadership?

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As of June 2026, Acrylic Financial's key employees include:

  • Co-Founder: D. R.
  • Managing Partner: N. S.
  • Investment Advisor Representative: D. H.
  • Investment Advisor Representative: W. S. B.
  • Financial Advisor: O. P.

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