Insights

Niche Personal Finance Family-run, local wealth management and planning firm with emphasis on holistic services including tax planning, risk mitigation, legal services and business advisory, presenting opportunities for cross-sell to existing clients and expanded service lines.

Growth Potential Revenue range of 10M-25M with multiple locations and a small team suggests scalable advisory services and potential for partnerships or white-label solutions to support scaling, especially in wealth management and financial planning.

Tech Enablement Adoption of diverse tech stack including Wix, WordPress, Google Cloud, and SendGrid indicates openness to digital marketing, client portals, and cloud-based advisory tools; sales opportunities in modernization, automation, and secure client communication.

Succession Readiness Family-run dynamics and long-standing leadership present opportunities for succession planning, governance enhancements, and strategic advisory services to optimize transitions and preserve client relationships.

Competitive Positioning Smaller firm with strong local branding contrasts with large incumbents; potential to offer scalable, concierge-like services or technology integrations that deliver enterprise-grade efficiency tailored for mid-market families and business owners.

Similar companies to Albrite Financial

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Vanguard
29K$10B+
LPL Financial
15K$10B+
Morgan Stanley
102K$10B+
Ameriprise Financial
1$50M - $100M
Fidelity Investments
85K$10B+
Merrill Lynch
35K$10B+
Raymond James
20K$10B+
Edward Jones
50K$10B+

Albrite Financial Tech Stack

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

RSS
Content Management System
Wix
Content Management System
WordPress
Content Management System
Wix eCommerce
E-commerce
Microsoft 365
Email
SendGrid
Email Delivery
Google Cloud
Infrastructure As A Service
Sentry
Issue Trackers

Albrite Financial's Email Address Formats

Albrite Financial uses at least 6 email formats:

Albrite Financial Email Formats	Example	Percentage
FLast@moneyconcepts.com	JDoe@moneyconcepts.com	90%
First@moneyconcepts.com	John@moneyconcepts.com	8%
LFirst@moneyconcepts.com	DJohn@moneyconcepts.com	1%
FMiddleLast@moneyconcepts.com	JMichaelDoe@moneyconcepts.com	1%
FLast@afsgroupllc.com	JDoe@afsgroupllc.com	71%
First.Last@afsgroupllc.com	John.Doe@afsgroupllc.com	29%

Frequently Asked Questions

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.

How much revenue does Albrite Financial generate?

As of October 2026, Albrite Financial's annual revenue is estimated to be $10M - $25M.

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 October 2026, Albrite Financial has approximately 7 employees across 1 continents, including North America. Key team members include Chief Accountant: D. G. 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 RSS, Wix, WordPress, Wix eCommerce, Microsoft 365, SendGrid, Google Cloud and Sentry.

What is Albrite Financial's email format?

Albrite Financial's email format typically follows the pattern of FLast@moneyconcepts.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 7 employees.

Q: What technology does Albrite Financial use?

Albrite Financial's tech stack includes Choices, HTTP/3, Webpack, Lodash, PHP.

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.