Insights

Hometown Focus Family-run advisory with a local footprint in Kentucky, presenting a relationship-based sales angle to expand multi-family office services, tax planning, and business advisory to nearby high-potential clients.

Holistic Offering Proactive planning across Wealth Management, Tax, Risk, Legal, and Business Advisory suggests cross-sell opportunities to current clients and referrals, including bundled financial planning packages.

Growth Readiness Recent rebrand to Albrite Financial signals expansion intent; leverage this momentum to position scalable services for growing families and small to mid-size businesses seeking comprehensive financial solutions.

Tech Enablement Tech stack indicates modern digital presence (WordPress, Cloudflare, SendGrid) with potential for enhanced client onboarding, secure document exchange, and targeted digital marketing to attract affluent steerage clients.

Financial Scale Current revenue in the mid-range and a lean employee base presents opportunities to offer white-label or partner-based advisory solutions, onboarding more assets under management through strategic alliances and referral networks.

Similar companies to Albrite Financial

Albrite Financial Tech Stack

Albrite Financial uses 8 technology products and services including WordPress, Cloudflare, Cloudflare DNS, and more. Explore Albrite Financial's tech stack below.

WordPress
Content Management System
Cloudflare
Content Management System
Cloudflare DNS
Domain Name Services
Wix eCommerce
E-commerce
SendGrid
Email Delivery
Sentry
Issue Trackers
HTTP/3
Web & Portal Technology
X-Content-Type-Options
Web & Portal Technology

Media & News

Albrite Financial's Email Address Formats

Albrite Financial uses at least 3 format(s):

Albrite Financial Email Formats	Example	Percentage
FLast@afsgroupllc.com	JDoe@afsgroupllc.com	71%
First.Last@afsgroupllc.com	John.Doe@afsgroupllc.com	29%
FLast@moneyconcepts.com	JDoe@moneyconcepts.com	91%
First@moneyconcepts.com	John@moneyconcepts.com	7%
LFirst@moneyconcepts.com	DJohn@moneyconcepts.com	1%
FMiddleLast@moneyconcepts.com	JMichaelDoe@moneyconcepts.com	1%

Frequently Asked Questions

Where is Albrite Financial's headquarters located?

Albrite Financial's main headquarters is located at 4 Hudson Hollow Road Frankfort, Kentucky 40601 United States. The company has employees across 1 continents, including North America.

What is Albrite Financial's phone number?

You can contact Albrite Financial's main corporate office by phone at

+1-502-227-****

. 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 Albrite Financial's official website and social media links?

Albrite Financial's official website is albritefinancial.com and has social profiles on LinkedIn.

What is Albrite Financial's NAICS code?

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

How many employees does Albrite Financial have currently?

As of June 2026, Albrite Financial has approximately 5 employees across 1 continents, including North America. Key team members include Cfo: M. A.Chief Accountant: D. G.Vp Controller: D. C.. Explore Albrite Financial's employee directory with LeadIQ.

What industry does Albrite Financial belong to?

Albrite Financial operates in the Financial Services industry.

What technology does Albrite Financial use?

Albrite Financial's tech stack includes WordPressCloudflareCloudflare DNSWix eCommerceSendGridSentryHTTP/3X-Content-Type-Options.

What is Albrite Financial's email format?

Albrite Financial's email format typically follows the pattern of FLast@afsgroupllc.com. Find more Albrite Financial email formats with LeadIQ.

When was Albrite Financial founded?

Albrite Financial was founded in 1993.

Albrite Financial

Q: How many employees does Albrite Financial have currently?

Albrite Financial has approximately 5 employees.

Q: What technology does Albrite Financial use?

Albrite Financial's tech stack includes Lodash, Envoy, HSTS, Google Cloud CDN, Priority Hints.

Q: What is Albrite Financial's NAICS code?

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

Financial ServicesKentucky, United States2-10 Employees

Albrite Financial is a small, family-run financial services firm based in Frankfort, Kentucky. The company provides integrated planning across wealth management, tax planning, risk mitigation, legal services, and business advisory. Its roots go back to 1993 when founder Scott Kline started a tax practice named AccuTAX to help local residents reduce their taxes, later adding proactive financial planning in 1998. In 2022, the firm rebranded as Albrite Financial Group to reflect its broadened mission and expanded presence across multiple locations. It serves individuals and businesses seeking comprehensive financial guidance within the financial services sector, combining advisory services with a local, hometown orientation.