Insights

Innovative Investment Platform Financial Guard offers a technologically advanced online investment management service, providing a prime opportunity for sales teams to promote complementary technology integrations and AI-driven advisory tools that enhance digital financial services.

Market Position & Growth As a leading online investment advisor with impressive revenue figures between 250 million to 500 million dollars, Financial Guard presents a strong potential for partnerships aimed at expanding technological capabilities or entering new market segments.

Strategic Partnerships The recent collaboration with Blucora to serve TaxAct customers indicates openness to strategic alliances, creating opportunities for sales of complementary financial solutions and automated advisory technologies.

Customer-Centric Approach Serving individual investors across all asset sizes with transparent and affordable advice presents a chance to pitch customer engagement tools, CRM solutions, and personalized financial planning software.

Technological Infrastructure Utilizing cloud services like AWS and Cloudflare highlights a focus on robust, scalable technology, providing a gateway for selling enterprise-level cybersecurity, cloud management, and analytics solutions tailored for FinTech firms.

Similar companies to Financial Guard, LLC

Financial Guard, LLC Tech Stack

Financial Guard, LLC uses 8 technology products and services including Amazon Web Services, Amazon CloudFront, React, and more. Explore Financial Guard, LLC's tech stack below.

Amazon Web Services
Cloud Hosting
Amazon CloudFront
Content Delivery Network
React
Javascript Frameworks
HubSpot
Marketing Automation
Cloudflare Bot Management
Security
Google Analytics
Web Analytics
Microsoft ASP.NET
Web Frameworks
prettyPhoto
Web Tools And Plugins

Media & News

Blucora partnered with Financial Guard on Dec 6th '16.
Blucora, provider of technology financial solutions to consumers, small businesses and tax professionals, announced a partnership with online portfolio advisor Financial Guard to provide Blucora’s TaxAct customers with an integrated, automated advisory platform.
Dec 06, 2016 | www.accountingtoday.com

Financial Guard, LLC's Email Address Formats

Financial Guard, LLC uses at least 1 format(s):

Financial Guard, LLC Email Formats	Example	Percentage
First.Last@financialguard.com	John.Doe@financialguard.com	38%
Last@financialguard.com	Doe@financialguard.com	25%
FLast@financialguard.com	JDoe@financialguard.com	25%
FirstLast@financialguard.com	JohnDoe@financialguard.com	12%

Frequently Asked Questions

Where is Financial Guard, LLC's headquarters located?

Financial Guard, LLC's main headquarters is located at 6400 Wasatch Boulevard Pleasant Grove, Utah 84062 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Financial Guard, LLC's phone number?

You can contact Financial Guard, LLC's main corporate office by phone at

+1-801-922-****

. 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 Financial Guard, LLC's official website and social media links?

Financial Guard, LLC's official website is financialguard.com and has social profiles on LinkedIn.

What is Financial Guard, LLC's SIC code NAICS code?

Financial Guard, LLC's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Financial Guard, LLC have currently?

As of February 2026, Financial Guard, LLC has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Co-Founder/Chief Innovation Officer: C. J.Managing Partner: D. H.Web Master: S. W.. Explore Financial Guard, LLC's employee directory with LeadIQ.

What industry does Financial Guard, LLC belong to?

Financial Guard, LLC operates in the Financial Services industry.

What technology does Financial Guard, LLC use?

Financial Guard, LLC's tech stack includes Amazon Web ServicesAmazon CloudFrontReactHubSpotCloudflare Bot ManagementGoogle AnalyticsMicrosoft ASP.NETprettyPhoto.

What is Financial Guard, LLC's email format?

Financial Guard, LLC's email format typically follows the pattern of First.Last@financialguard.com. Find more Financial Guard, LLC email formats with LeadIQ.

Financial Guard, LLC

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

Financial Guard, LLC has approximately 11 employees.

Q: What technology does Financial Guard, LLC use?

Financial Guard, LLC's tech stack includes Google Analytics, Cloudflare CDN, Cloudflare Bot Management, React, Google Hosted Libraries.

Financial ServicesUtah, United States11-50 Employees

Financial Guard is the leading online investment manager in America, reinventing the way individual investors receive and implement investment advice. Utilizing technology, it delivers professional, unbiased, transparent, and actionable investment advice to all investors (regardless of asset size) at a fixed price that is a fraction of what is available in the traditional financial services industry. Finally, financial advice at the right price!

Company Overview

Headquarters: 6400 Wasatch Boulevard Pleasant Grove, Utah 84062 United States
Phone number: +1-801-922-****
Website: financialguard.com
SIC Code: 8742 - Management Consulting Services
NAICS Code: 52 - Finance and Insurance
Employees: 11-50