Insights

Market Position Beacon Financial operates within the competitive financial services industry, serving a niche that emphasizes providing secure and comprehensive financial tools for agencies, indicating potential for partnerships with firms seeking specialized solutions in this space.

Recent Acquisition The acquisition by Allegis Advisor Group suggests expansion and increased market presence, creating opportunities to leverage synergies with related financial firms and enhance cross-selling efforts.

Growth Potential With annual revenues estimated between 10 to 25 million dollars and a small team of up to 50 employees, Beacon Financial presents an attractive target for scalable solutions aimed at supporting growth and operational efficiency.

Technology Stack Utilizing modern web technologies like WordPress, MySQL, and cloud-based CDN services indicates an openness to digital innovations, providing opportunities to offer advanced cybersecurity, website optimizations, or digital marketing enhancements.

Industry Connections Similar companies such as MassMutual, Fidelity, and Morgan Stanley demonstrate the potential for cross-industry collaborations, especially with organizations already serving large, established client bases seeking tailored financial tools.

Similar companies to Beacon Financial, Inc

Beacon Financial, Inc Tech Stack

Beacon Financial, Inc uses 8 technology products and services including Cloudflare CDN, WordPress, MySQL, and more. Explore Beacon Financial, Inc's tech stack below.

Cloudflare CDN
Content Delivery Network
WordPress
Content Management System
MySQL
Database
Twemoji
Font Scripts
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Modernizr
Javascript Libraries
jQuery Migrate
Javascript Libraries

Media & News

Allegis Advisor Group acquires Beaconsuccess.
In a related transaction, Allegis agreed to acquire Beacon Financial, Inc.
Nov 25, 2020 | www.columbiawestcap.com

Beacon Financial, Inc's Email Address Formats

Beacon Financial, Inc uses at least 1 format(s):

Beacon Financial, Inc Email Formats	Example	Percentage
First@beaconsuccess.com	John@beaconsuccess.com	42%
First.Last@beaconsuccess.com	John.Doe@beaconsuccess.com	13%
FLast@beaconsuccess.com	JDoe@beaconsuccess.com	3%
First@beaconsuccess.com	John@beaconsuccess.com	42%

Frequently Asked Questions

Where is Beacon Financial, Inc's headquarters located?

Beacon Financial, Inc's main headquarters is located at 757 West 700 South Woods Cross, Utah 84087 United States. The company has employees across 1 continents, including North America.

What is Beacon Financial, Inc's phone number?

You can contact Beacon Financial, Inc's main corporate office by phone at

+1-801-397-****

. 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 Beacon Financial, Inc's official website and social media links?

Beacon Financial, Inc's official website is beaconsuccess.com and has social profiles on LinkedIn.

How much revenue does Beacon Financial, Inc generate?

As of February 2026, Beacon Financial, Inc's annual revenue is estimated to be $1.2M.

What is Beacon Financial, Inc's SIC code NAICS code?

Beacon Financial, Inc's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Beacon Financial, Inc have currently?

As of February 2026, Beacon Financial, Inc has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. K.President: M. K.Chairman: S. B.. Explore Beacon Financial, Inc's employee directory with LeadIQ.

What industry does Beacon Financial, Inc belong to?

Beacon Financial, Inc operates in the Financial Services industry.

What technology does Beacon Financial, Inc use?

Beacon Financial, Inc's tech stack includes Cloudflare CDNWordPressMySQLTwemojiFont AwesomeGoogle Fonts APIModernizrjQuery Migrate.

What is Beacon Financial, Inc's email format?

Beacon Financial, Inc's email format typically follows the pattern of First@beaconsuccess.com. Find more Beacon Financial, Inc email formats with LeadIQ.

When was Beacon Financial, Inc founded?

Beacon Financial, Inc was founded in 2002.

Beacon Financial, Inc

Q: How many employees does Beacon Financial, Inc have currently?

Beacon Financial, Inc has approximately 11 employees.

Q: What technology does Beacon Financial, Inc use?

Beacon Financial, Inc's tech stack includes WordPress, Modernizr, jQuery, Lightbox, Twemoji.

Financial ServicesUtah, United States11-50 Employees

Beacon Financial, Inc. is an organization that provides you and your agency with all the safe and secure financial tools you need to develop your business.  We provide excellent products and services to you so you can provide excellent products and service to your clients. 
Our professional staff is here to help you with training, answer questions and develop marketing plans for your specific client's needs. Just give us a call!