Insights

Niche Market Focus Canty Financial Management specializes in serving a diverse client base with personalized investment advisory, financial planning, and tax services, presenting opportunities to introduce advanced digital tools and wealth management solutions tailored for high-net-worth individuals.

Growth Potential With annual revenues estimated between 10 and 25 million dollars and a relatively small team of 2 to 10 employees, there is significant room for expanding service offerings and leveraging technology to scale operations efficiently.

Technology Adoption The company's current tech stack, including WordPress, Cloudflare, and modern web tools, indicates openness to digital enhancements, suggesting opportunities for offering client portal upgrades, cybersecurity solutions, and data management integrations.

Competitive Positioning As a registered independent advisor comparable in revenue to larger firms like Charles Schwab and Fidelity, Canty Financial can benefit from strategic partnerships or niche marketing to differentiate and capture additional market segments.

Market Expansion Located in New York and Florida, with a stable client base and potential for regional growth, there are sales opportunities in expanding services regionally or developing referral networks among similar-sized financial advisory firms.

Similar companies to Canty Financial Management

Canty Financial Management Tech Stack

Canty Financial Management uses 8 technology products and services including WordPress, MySQL, oEmbed, and more. Explore Canty Financial Management's tech stack below.

WordPress
Content Management System
MySQL
Database
oEmbed
Dev Tools
Google Fonts API
Font Scripts
Modernizr
Javascript Libraries
Google Maps
Maps
Cloudflare Bot Management
Security
LiteSpeed
Web Servers

Media & News

Canty Financial Management's Email Address Formats

Canty Financial Management uses at least 1 format(s):

Canty Financial Management Email Formats	Example	Percentage
First@cantyfinancial.com	John@cantyfinancial.com	50%
First@cantyfinancial.com	John@cantyfinancial.com	50%

Frequently Asked Questions

Where is Canty Financial Management's headquarters located?

Canty Financial Management's main headquarters is located at 20 Church Avenue Ballston Spa, New York 12020 United States. The company has employees across 1 continents, including North America.

What is Canty Financial Management's phone number?

You can contact Canty Financial Management's main corporate office by phone at

+1-518-885-****

. 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 Canty Financial Management's official website and social media links?

Canty Financial Management's official website is cantyfinancial.com and has social profiles on LinkedIn.

How much revenue does Canty Financial Management generate?

As of March 2026, Canty Financial Management's annual revenue is estimated to be $500K.

What is Canty Financial Management's SIC code NAICS code?

Canty Financial Management's SIC code is 7291 - Tax Return Preparation Services NAICS code is 52 - Finance and Insurance.

How many employees does Canty Financial Management have currently?

As of March 2026, Canty Financial Management has approximately 5 employees across 1 continents, including North America. Key team members include President: K. D.Owner And Founder: B. C.Financial Planner: J. C.. Explore Canty Financial Management's employee directory with LeadIQ.

What industry does Canty Financial Management belong to?

Canty Financial Management operates in the Financial Services industry.

What technology does Canty Financial Management use?

Canty Financial Management's tech stack includes WordPressMySQLoEmbedGoogle Fonts APIModernizrGoogle MapsCloudflare Bot ManagementLiteSpeed.

What is Canty Financial Management's email format?

Canty Financial Management's email format typically follows the pattern of First@cantyfinancial.com. Find more Canty Financial Management email formats with LeadIQ.

When was Canty Financial Management founded?

Canty Financial Management was founded in 1986.

Canty Financial Management

Q: How many employees does Canty Financial Management have currently?

Canty Financial Management has approximately 5 employees.

Q: What technology does Canty Financial Management use?

Canty Financial Management's tech stack includes Cloudflare Bot Management, Element UI, hCaptcha, Lightbox, Google Fonts API.

Financial ServicesNew York, United States2-10 Employees

We provide Investment Advisory, Financial Planning, and Tax Preparation Services to over 1,000 clients at our offices in Ballston Spa, NY, and Naples, FL.  At Canty Financial Management, you will find an experienced staff of advisors that work with our clients to establish ongoing long-term relationships.

Canty Financial Management is an independent Registered Investment Advisor, registered with the US Securities and Exchange Commission. Our background in both Investment Advisory and Taxation provides a unique and valuable combination for our clients. This combination is what sets our firm apart from other Investment Advisory Firms.