Insights

Growth Opportunity Small to mid-sized financial services firm with revenue between one and ten million presents a clear entry point for scalable technology, security, and client experience enhancements aligned to growth.

Strategic Partnership Recent collaboration with Coordinated Business Systems signals openness to vendor alliances; a formalized partnership program or managed services offering could be pursued for ongoing IT and operations support.

Tech Stack Fit Utilizes cloud, analytics, and security tools (AWS, Cloudflare, Datadog, Hotjar) creating opportunities for integrated fintech solutions, data governance, performance optimization, and customer journey analytics.

Security & Compliance Presence of HSTS and cloud/CDN usage suggests emphasis on security; sales goals could include enhanced cybersecurity, compliance tooling, and data protection services tailored to financial advisory firms.

Market Positioning Industry peers are large incumbents; position Advanced Financial Consultants as a nimble, family-values driven firm seeking workflow automation, CRM enhancements, and cost-effective scalability to compete with bigger firms.

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Advanced Financial Consultants Tech Stack

Advanced Financial Consultants uses 8 technology products and services including Hotjar, Amazon Web Services, Cloudflare CDN, and more. Explore Advanced Financial Consultants's tech stack below.

Hotjar
Analytics
Amazon Web Services
Cloud Hosting
Cloudflare CDN
Content Delivery Network
Google Hosted Libraries
Content Delivery Network
Mailgun
Email
jQuery
Javascript Libraries
Datadog
Real User Monitoring
HSTS
Security

Media & News

Advanced Fin partners with Coordinated Business Systems.
For more than three decades, Advanced Financial Consultants has partnered with Coordinated Business Systems because the relationship has always revolved around that one simple question.
Jul 22, 2026 | www.coordinated.com

Advanced Financial Consultants's Email Address Formats

Advanced Financial Consultants uses at least 3 email formats:

Advanced Financial Consultants Email Formats	Example	Percentage
FLast@advancedfin.com	JDoe@advancedfin.com	87%
FiLast@advancedfin.com	JoDoe@advancedfin.com	9%
First@advancedfin.com	John@advancedfin.com	4%

Frequently Asked Questions

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

Advanced Financial Consultants's official website is advancedfin.com and has social profiles on LinkedIn.

How much revenue does Advanced Financial Consultants generate?

As of November 2026, Advanced Financial Consultants's annual revenue is estimated to be $10M - $25M.

What is Advanced Financial Consultants's NAICS code?

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

How many employees does Advanced Financial Consultants have currently?

As of November 2026, Advanced Financial Consultants has approximately 13 employees across 1 continents, including North America. Key team members include Osj Branch Manager: R. C., Client Service Representative: A. L. and Insurance Agent: K. J. Explore Advanced Financial Consultants's employee directory with LeadIQ.

What industry does Advanced Financial Consultants belong to?

Advanced Financial Consultants operates in the Financial Services industry.

What technology does Advanced Financial Consultants use?

Advanced Financial Consultants's tech stack includes Hotjar, Amazon Web Services, Cloudflare CDN, Google Hosted Libraries, Mailgun, jQuery, Datadog and HSTS.

What is Advanced Financial Consultants's email format?

Advanced Financial Consultants's email format typically follows the pattern of FLast@advancedfin.com. Find more Advanced Financial Consultants email formats with LeadIQ.

Advanced Financial Consultants

Q: What technology does Advanced Financial Consultants use?

Advanced Financial Consultants's tech stack includes Open Graph, Cloudflare Bot Management, JSON-LD, cdnjs, Amazon Web Services.

Q: What is Advanced Financial Consultants's NAICS code?

Advanced Financial Consultants's NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States11-50 Employees

Advanced Financial Consultants operates in the financial services sector, focusing on creating personalized financial plans for individuals and families. Based in Rochester, Minnesota, the firm emphasizes family values as a core element of its daily practice. The company aims to understand each client's unique circumstances and aspirations to develop a tailored strategy that aligns with their life and financial goals.

The firm serves local clients seeking guidance in planning and managing their financial futures, offering customized, goal-driven advice rather than generic solutions. As a small to mid-sized firm, it positions itself as a locally oriented provider within the financial services landscape. More information about the company is available on its website at advancedfin.com.