Insights

Diverse Clientele Bethesda Financial Group serves a wide range of clients from small startups and emerging companies to large Fortune 500 corporations across multiple industries and countries, indicating opportunities to tailor financial services for different business sizes and sectors.

Comprehensive Services The firm offers an extensive suite of financial services including capital raising, mergers and acquisitions, internal controls, and business development—presenting multiple entry points for cross-selling and expanding current client relationships.

Growing Mid-Market Focus With revenue in the range of 1 million to 10 million and a specialized service offering, there is a potential to target mid-market companies seeking strategic financial guidance and growth support.

Technology Utilization Utilizing advanced web security and business productivity tools such as Microsoft 365, OpenResty, and Nginx positions the firm to effectively serve clients with modern, secure, and scalable technology solutions.

Expansion Potential Given the company's broad service scope, experienced team, and international client base, there are significant growth opportunities in expanding service offerings, particularly in areas like financial advisory for emerging companies and international markets.

Bethesda Financial Group Tech Stack

Bethesda Financial Group uses 7 technology products and services including Microsoft 365, Lua, HSTS, and more. Explore Bethesda Financial Group's tech stack below.

  • Microsoft 365
    Email
  • Lua
    Programming Languages
  • HSTS
    Security
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • OpenResty
    Web Servers
  • Nginx
    Web Servers

Media & News

Bethesda Financial Group's Email Address Formats

Bethesda Financial Group uses at least 1 format(s):
Bethesda Financial Group Email FormatsExamplePercentage

Frequently Asked Questions

Where is Bethesda Financial Group's headquarters located?

Minus sign iconPlus sign icon
Bethesda Financial Group's main headquarters is located at 4340 East West Highway, Suite 950 Bethesda, MD 20814, US. The company has employees across 1 continents, including North America.

What is Bethesda Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact Bethesda Financial Group's main corporate office by phone at . 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 Bethesda Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Bethesda Financial Group's official website is bfgfinancial.com and has social profiles on LinkedIn.

What is Bethesda Financial Group's SIC code NAICS code?

Minus sign iconPlus sign icon
Bethesda Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Bethesda Financial Group have currently?

Minus sign iconPlus sign icon
As of October 2025, Bethesda Financial Group has approximately 11 employees across 1 continents, including North America. Key team members include Principal: S. G.Principal: J. P.Principal: Z. P.. Explore Bethesda Financial Group's employee directory with LeadIQ.

What industry does Bethesda Financial Group belong to?

Minus sign iconPlus sign icon
Bethesda Financial Group operates in the Financial Services industry.

What technology does Bethesda Financial Group use?

Minus sign iconPlus sign icon
Bethesda Financial Group's tech stack includes Microsoft 365LuaHSTSX-XSS-ProtectionX-Content-Type-OptionsOpenRestyNginx.

Bethesda Financial Group

Financial ServicesUnited States11-50 Employees

The Bethesda Financial Group LLC (BFG) was founded in 2000 to assist businesses in addressing critical financial and strategic needs.  Our service offerings include capital market transactions, mergers and acquisitions, business planning and development, interim management, Sarbanes-Oxley section 404 compliance and other special projects.  The Bethesda Financial Group also provides small business services to help emerging companies compete in today's complex business world.

Our clients include small businesses, emerging companies as well as Fortune 500 companies, across all industries and in several countries. 

Our services are geared to help your business succeed, and include:

    - Business planning, development and financial modeling
    - Raising capital using debt and equity products optimally suited to your business
    - Mergers and acquisitions assistance including valuation, transaction structuring and post-merger integration
    - Designing, implementing and monitoring internal control systems compliant with Sarbanes-Oxley
    - Treasury services including capital structure management, cashflow optimization and credit management 
    - Specialized accounting assistance

Using a team of highly experienced and proficient business professionals with proven track records, BFG assists all kinds of companies – large or small, public or private, foreign or domestic - in addressing their business challenges. Whether it’s writing that first business plan, designing and implementing internal control systems, raising capital on Wall Street, acquiring a new line of business to take the company to the next level of performance, or just assisting with your accounting and financial operations, BFG is there with a cadre of talent and experience.

Section iconCompany Overview

Headquarters
4340 East West Highway, Suite 950 Bethesda, MD 20814, US
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Bethesda Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Bethesda Financial Group's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.