Insights

Acquisition Signal Calfee Financial Advisors was acquired by MAI Capital Management in early 2018 for 75 million, indicating a history of consolidation and potential for similarly sized deals or partnerships in the Cleveland area.

Growth Gap Current revenue range of 1 million to 10 million and a small employee base suggest room for scale through enhanced advisory services, technology upgrades, or expanded client acquisition strategies.

Technology Stack The firm leverages widely used tools (WordPress, Microsoft 365, Jetpack, Yoast) with RSS and oEmbed, presenting opportunities to introduce advanced CRM, digital marketing optimization, or data security solutions to support growth and client experience.

Market Position Operating in the financial services space with peers of much larger scale highlights potential for competitive differentiation through niche services, value-based pricing, or targeted marketing to high-potential client segments.

Engagement Opportunity As a small firm in the Cleveland region, Calfee Financial Advisors may benefit from partnerships, outsourced compliance/support, or advisory onboarding services to accelerate onboarding, regulatory readiness, and client servicing efficiency.

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Calfee Financial Advisors Tech Stack

Calfee Financial Advisors uses 8 technology products and services including RSS, WordPress, oEmbed, and more. Explore Calfee Financial Advisors's tech stack below.

RSS
Content Management System
WordPress
Content Management System
oEmbed
Dev Tools
Network Solutions
Domain Name Services
Microsoft 365
Email
Yoast SEO
Search Engines
X-XSS-Protection
Security
Jetpack
Web Platform Extensions

Media & News

MAI Capital Management, LLC. acquired Calfee Financial for $75M on Jan 1st '18.
Cleveland-based MAI Capital Management has acquired Calfee Financial Advisors Inc., a small wealth management business in Chagrin Falls, in the first of a possible flurry of deals in store for MAI.
Feb 07, 2018 | www.crainscleveland.com

Calfee Financial Advisors's Email Address Formats

Calfee Financial Advisors uses at least 2 email formats:

Calfee Financial Advisors Email Formats	Example	Percentage
FLast@calfeefinancial.com	JDoe@calfeefinancial.com	60%
First.Last@calfeefinancial.com	John.Doe@calfeefinancial.com	40%

Frequently Asked Questions

What is Calfee Financial Advisors's phone number?

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

+1-216-328-****

. 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 Calfee Financial Advisors's official website and social media links?

Calfee Financial Advisors's official website is calfeefinancial.com and has social profiles on LinkedIn.

How much revenue does Calfee Financial Advisors generate?

As of September 2026, Calfee Financial Advisors's annual revenue is estimated to be $1M - $10M.

What is Calfee Financial Advisors's NAICS code?

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

How many employees does Calfee Financial Advisors have currently?

As of September 2026, Calfee Financial Advisors has approximately 2 employees across 1 continents, including North America. Key team members include President: P. C. Explore Calfee Financial Advisors's employee directory with LeadIQ.

What industry does Calfee Financial Advisors belong to?

Calfee Financial Advisors operates in the Financial Services industry.

What technology does Calfee Financial Advisors use?

Calfee Financial Advisors's tech stack includes RSS, WordPress, oEmbed, Network Solutions, Microsoft 365, Yoast SEO, X-XSS-Protection and Jetpack.

What is Calfee Financial Advisors's email format?

Calfee Financial Advisors's email format typically follows the pattern of FLast@calfeefinancial.com. Find more Calfee Financial Advisors email formats with LeadIQ.

Calfee Financial Advisors

Q: How many employees does Calfee Financial Advisors have currently?

Calfee Financial Advisors has approximately 2 employees.

Q: What technology does Calfee Financial Advisors use?

Calfee Financial Advisors's tech stack includes Twemoji, Flywheel, Google Tag Manager, Genesis Framework, WordPress.

Q: What is Calfee Financial Advisors's NAICS code?

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

Financial ServicesOhio, United States2-10 Employees

Calfee Financial Advisors operates in the financial services sector, offering advisory services to clients in the Cleveland area. The firm is located in Chagrin Falls, Ohio, and operates with a small professional team, highlighting a focused practice within wealth management and financial planning. The company’s clients are likely individuals and families seeking guidance on managing assets and planning for financial goals in a regulated industry, with the advisor’s role centered on delivering personalized financial oversight and strategy. A recent development noted in industry news is that Calfee Financial Advisors was acquired by MAI Capital Management, indicating a significant notable event in the company’s corporate history and positioning within the broader wealth management landscape.