What is Cedar Brook Group's NAICS code?

Cedar Brook Group's NAICS code is 52 (Finance and Insurance).

Insights

Acquisition Pulse Market signal: Cedar Brook Group announced a $2B acquisition by SEIA, indicating potential M&A integration needs, transition advisory services, and changes in client onboarding processes that could drive demand for transition planning, risk assessment, and scalable client communication tools.

Growth Readiness Revenue scale and staffing: With 51-200 employees and annual revenue in the $50M-$100M range, Cedar Brook is positioned for growth initiatives that may require enhanced technology, outsourced compliance support, and onboarding capabilities to scale client services and operations.

Tech Modernization Current tech stack suggests opportunities for modernization partnerships, data analytics enhancements, website and client portal optimization, and integration of CRM/marketing automation to improve client experience and efficiency.

Asset Exposure Active and historical asset investments in life sciences and public equities indicate potential needs for enhanced research platforms, risk analytics, compliance controls, and investment monitoring tools to support specialized portfolios.

Market Positioning Brand philosophy The Humanity Factor signals a client-centric sales approach; opportunities exist to offer practice management, client education programs, and scalable advisory processes that align with their emphasis on personalized planning.

Similar companies to Cedar Brook Group

Cedar Brook Group Tech Stack

Cedar Brook Group uses 8 technology products and services including WordPress, RSS, Font Awesome, and more. Explore Cedar Brook Group's tech stack below.

WordPress
Content Management System
RSS
Content Management System
Font Awesome
Font Scripts
jQuery
Javascript Libraries
Elementor
Page Builders
WPBakery
Page Builders
Endurance Page Cache
Web Platform Extensions
MonsterInsights
Web Platform Extensions

Media & News

Cedar Brook Group's Email Address Formats

Cedar Brook Group uses at least 1 format(s):

Cedar Brook Group Email Formats	Example	Percentage
FLast@cedarbrookfinancial.com	JDoe@cedarbrookfinancial.com	80%
Last@cedarbrookfinancial.com	Doe@cedarbrookfinancial.com	10%
First.Last@cedarbrookfinancial.com	John.Doe@cedarbrookfinancial.com	6%
First@cedarbrookfinancial.com	John@cedarbrookfinancial.com	4%

Frequently Asked Questions

What is Cedar Brook Group's phone number?

You can contact Cedar Brook Group's main corporate office by phone at

+1-440-683-****

. 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 Cedar Brook Group's official website and social media links?

Cedar Brook Group's official website is cedarbrookfinancial.com and has social profiles on LinkedIn.

How much revenue does Cedar Brook Group generate?

As of July 2026, Cedar Brook Group's annual revenue is estimated to be $50M - $100M.

What is Cedar Brook Group's SIC code NAICS code?

Cedar Brook Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Cedar Brook Group have currently?

As of July 2026, Cedar Brook Group has approximately 53 employees across 1 continents, including North America. Key team members include Partner: C. K.Partner: E. D.Owner: F. P.. Explore Cedar Brook Group's employee directory with LeadIQ.

What industry does Cedar Brook Group belong to?

Cedar Brook Group operates in the Financial Services industry.

What technology does Cedar Brook Group use?

Cedar Brook Group's tech stack includes WordPressRSSFont AwesomejQueryElementorWPBakeryEndurance Page CacheMonsterInsights.

What is Cedar Brook Group's email format?

Cedar Brook Group's email format typically follows the pattern of FLast@cedarbrookfinancial.com. Find more Cedar Brook Group email formats with LeadIQ.

When was Cedar Brook Group founded?

Cedar Brook Group was founded in 2005.

Cedar Brook Group

Q: How many employees does Cedar Brook Group have currently?

Cedar Brook Group has approximately 53 employees.

Q: What technology does Cedar Brook Group use?

Cedar Brook Group's tech stack includes Font Awesome, WordPress, Endurance Page Cache, jQuery, QuickBooks.

Financial ServicesOhio, United States51-200 Employees

Cedar Brook Group is a financial services firm headquartered in Cleveland, Ohio, with 51 to 200 employees. The firm operates as an SEC-registered investment adviser offering advisory services through Cedar Brook Group and Cadaret, Grant & Co., Inc., and it facilitates securities through Cadaret, Grant & Co., Inc.; Cadaret, Grant & Co. and Cedar Brook are separate entities. The company describes its planning philosophy as The Humanity Factor, positioning clients as central in the financial planning process. Available data indicate revenue in the range of $50 million to $100 million. In May 2024, Signature Estate & Investment Advisors announced an agreement to acquire Cedar Brook, described as a $2 billion RIA based in Cleveland, Ohio.