Expand Financial, LLC Employee Directory

Q: What is Expand Financial, LLC known for?

Expand Financial, LLC was founded in 2019. Expand Financial, LLC operates in the Financial Services industry.

Q: How many employees does Expand Financial, LLC have currently?

Expand Financial, LLC has approximately 4 employees.

Financial ServicesFlorida, United States2-10 Employees

Our mission is to bridge the gap between basic budgeting apps and costly wealth managers by building a self-service, AI-native financial life management platform. Agent-driven insights across budgeting, forecasting, asset management, tax optimization, relocation planning, and more. We empower individuals to manage their finances with sophistication and confidence at a fraction of traditional advisory fees.

Find Expand Financial, LLC employees' phone numbers or email addresses

Expand Financial, LLC Global Highlights

North America
10

United States Of America
10

Expand Financial, LLC's Leadership

S. B.
Chief Financial & Compliance Officer
Mobile Phone
Email
B. M.
Co-Founder
Mobile Phone
Email
E. F.
Co-Founder
Mobile Phone
Email
P. S.
Vice President, Systems Development
Mobile Phone
Email
D. M.
Senior Director, Human Resources
Mobile Phone
Email
M. C.
Founding Software Engineer
Mobile Phone
Email
H. T.
Advisor Associate
Mobile Phone
Email

Expand Financial, LLC Employee Metrics

100%

50%

2026

2025

Business
Engineering
Accounting
Administrative
Analytics
Other

Contact profiles from Expand Financial, LLC

Name

Title

Contact Info

Location

Last Update

B. M.
Co-Founder
Mobile Phone
Email
United StatesTexas
Jul 08, 2025
E. F.
Co-Founder
Mobile Phone
Email
United StatesNorth Carolina
Jan 27, 2026
S. B.
Chief Financial & Compliance Officer
Mobile Phone
Email
Oct 21, 2024
P. S.
Vice President, Systems Development
Mobile Phone
Email
Oct 23, 2024
D. M.
Senior Director, Human Resources
Mobile Phone
Email
Oct 22, 2024
M. C.
Founding Software Engineer
Mobile Phone
Email
United StatesGeorgia
Nov 17, 2025
H. T.
Advisor Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Expand Financial, LLC known for?

Expand Financial, LLC was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in Orlando, Florida United States. Explore Expand Financial, LLC's company overview page for more information.

What is Expand Financial, LLC's most common email format?

Expand Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Expand Financial, LLC email formats with LeadIQ.

How many employees does Expand Financial, LLC have currently?

Expand Financial, LLC has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Expand Financial, LLC's key employees and leadership?

As of February 2026, Expand Financial, LLC's key employees include:

Chief Financial & Compliance Officer: S. B.
Co-Founder: B. M.
Co-Founder: E. F.
Vice President, Systems Development: P. S.
Senior Director, Human Resources: D. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

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.