Insights

Growing Client Base With over 210,000 clients and a strong foothold in the tri-state area, Barnum Tri State presents significant cross-selling opportunities for comprehensive financial products including insurance, investments, and advisory services. Targeting existing clients for expanded services can deepen client relationships and increase revenue per customer.

Expansion in New Tech The company's use of advanced technology platforms such as Apptio, Apache Airflow, and Unqork indicates a modern infrastructure that supports scalable service delivery. Leveraging these capabilities can attract tech-savvy clients seeking innovative financial solutions with digital convenience.

Market Differentiation Barnum Tri State’s strategic partnership with Orion Advisor Solutions and recent investment in AI healthcare platform Onc.AI demonstrate a forward-looking growth approach. Promoting these innovative endeavors can attract clients interested in cutting-edge financial strategies and socially responsible investments.

Recent Industry Challenges Recent misconduct allegations and regulatory scrutiny around MassMutual Asset Finance signal a need for compliance-focused engagement strategies. Emphasizing transparency and tailored compliance solutions can resonate with clients prioritizing trust and integrity in financial services.

Key Leadership & Growth The appointment of influential industry leaders such as David Long to the board underscores the company’s strategic direction and leadership strength. Highlighting leadership stability and vision can appeal to high-net-worth clients and institutional investors seeking a resilient financial partner.

Barnum Financial Group Tri State Tech Stack

Barnum Financial Group Tri State uses 8 technology products and services including Apptio, Apache Airflow, Unqork, and more. Explore Barnum Financial Group Tri State's tech stack below.

  • Apptio
    Business Process Management
  • Apache Airflow
    Configuration Management
  • Unqork
    Content Management System
  • LogicMonitor
    Devops
  • CentOS
    Operating Systems
  • OWASP
    Security
  • HSTS
    Security
  • Wave
    Travel And Expense Management

Media & News

Barnum Financial Group Tri State's Email Address Formats

Barnum Financial Group Tri State uses at least 1 format(s):
Barnum Financial Group Tri State Email FormatsExamplePercentage

Frequently Asked Questions

Where is Barnum Financial Group Tri State's headquarters located?

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Barnum Financial Group Tri State's main headquarters is located at 186 Wood Avenue South, Suite 301. The company has employees across 1 continents, including North America.

What is Barnum Financial Group Tri State's official website and social media links?

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Barnum Financial Group Tri State's official website is barnumtristate.com and has social profiles on LinkedIn.

What is Barnum Financial Group Tri State's NAICS code?

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Barnum Financial Group Tri State's NAICS code is 52 - Finance and Insurance.

How many employees does Barnum Financial Group Tri State have currently?

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As of December 2025, Barnum Financial Group Tri State has approximately 62 employees across 1 continents, including North America. Key team members include Vice President Of Sales And Development: J. K.Managing Partner: B. J.Financial Planner / Investment Advisor Representative/ Senior Partner: L. A.. Explore Barnum Financial Group Tri State's employee directory with LeadIQ.

What industry does Barnum Financial Group Tri State belong to?

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Barnum Financial Group Tri State operates in the Financial Services industry.

What technology does Barnum Financial Group Tri State use?

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Barnum Financial Group Tri State's tech stack includes ApptioApache AirflowUnqorkLogicMonitorCentOSOWASPHSTSWave.

Barnum Financial Group Tri State

Financial ServicesNew Jersey, United States51-200 Employees

Barnum Tri State is committed to delivering comprehensive financial solutions, with a strong focus on building lasting relationships with individuals, employees, and business owners to help them achieve long-term financial security.

With over 210,000 clients, 6.7 billion in client assets, and offices throughout the tri-state area, we are one of the largest financial services firms in New Jersey. We have over 150 dedicated Financial Professionals and Advisors conveniently located throughout the tri-state area. Our team approach provides you with an integrated and customized solution to help you fulfill all your financial goals and objectives. 

At MassMutual Tri State, we offer comprehensive financial services & products that empower our clients to improve their long-term financial situation and reach their lifetime goals and dreams. As a client, you have access to a full line of insurance and investment products from many well-known financial companies. 

MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC (www.sipc.org).

Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

Section iconCompany Overview

Headquarters
186 Wood Avenue South, Suite 301
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Barnum Financial Group Tri State's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Barnum Financial Group Tri State's revenue is estimated to be in the range of $50M$100M

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