Insights

Niche Market Focus Financial House specializes in comprehensive financial planning for individuals, families, and small businesses, presenting an opportunity to offer tailored financial technology tools that can enhance client engagement and personalized service.

Experienced Team With a team boasting over a century of combined experience and advanced credentials, there is potential to introduce advanced analytics, training solutions, or client management systems aimed at supporting expert financial advisors.

Strong Digital Presence Utilizing platforms like Cloudflare, Amazon ALB, and Adobe Fonts indicates a modern digital infrastructure, suggesting opportunities for optimization tools, website enhancement services, or security solutions that further strengthen online customer interactions.

Revenue Range Operating within the 10-25 million dollar revenue bracket and serving a diverse client base across the US highlights prospects for scalable financial technology solutions, such as CRM systems, tax planning software, or investment management platforms that support growth.

Competitive Landscape Positioned alongside prominent financial and investment research firms like Motley Fool and Zacks, there is an opportunity to develop strategic partnerships, content marketing tools, or data analytics services to enhance service offerings and client insights.

Financial House Tech Stack

Financial House uses 8 technology products and services including AppNexus, Open Graph, Cloudflare, and more. Explore Financial House's tech stack below.

  • AppNexus
    Advertising
  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • FMG Suite
    Content Marketing
  • Amazon ALB
    Load Balancers
  • SWFObject
    Miscellaneous
  • Cloudflare Bot Management
    Security
  • Adobe Fonts
    Web Fonts

Media & News

Financial House's Email Address Formats

Financial House uses at least 1 format(s):
Financial House Email FormatsExamplePercentage
First@financialhouse.comJohn@financialhouse.com
38%
First.Last@financialhouse.comJohn.Doe@financialhouse.com
28%
Last@financialhouse.comDoe@financialhouse.com
17%
FirstLast@financialhouse.comJohnDoe@financialhouse.com
17%

Frequently Asked Questions

Where is Financial House's headquarters located?

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Financial House's main headquarters is located at 5818 Kennett Pike Wilmington, Delaware 19807 United States. The company has employees across 3 continents, including North AmericaEuropeAfrica.

What is Financial House's phone number?

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You can contact Financial House's main corporate office by phone at . 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 House's official website and social media links?

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Financial House's official website is financialhouse.com and has social profiles on LinkedIn.

What is Financial House's NAICS code?

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Financial House's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Financial House have currently?

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As of April 2026, Financial House has approximately 14 employees across 3 continents, including North AmericaEuropeAfrica. Key team members include Founder, President And Chief Executive Officer: H. L.Partner: J. B.Owner: B. G.. Explore Financial House's employee directory with LeadIQ.

What industry does Financial House belong to?

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Financial House operates in the Investment Management industry.

What technology does Financial House use?

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Financial House's tech stack includes AppNexusOpen GraphCloudflareFMG SuiteAmazon ALBSWFObjectCloudflare Bot ManagementAdobe Fonts.

What is Financial House's email format?

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Financial House's email format typically follows the pattern of First@financialhouse.com. Find more Financial House email formats with LeadIQ.

When was Financial House founded?

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Financial House was founded in 2010.

Financial House

Investment ManagementDelaware, United States11-50 Employees

At Financial House, our goal is to help individuals, families and businesses build a financial foundation that will grow and serve them well through all the stages of life, helping them pursue their goals as well as navigate the unexpected.

Our planners, as Advisory Representatives of LPL Financial, bring advanced credentials, broad skill sets and more than 100 years combined experience in the disciplines of financial planning. We help clients with investment management, education and retirement planning, tax strategies, and insurance and estate planning. With a diverse clientele in the Brandywine Valley and around the country, we believe our planners are among the most respected and valued professionals in the industry.

We would love to have the opportunity to work with you.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org).

The financial professionals associated with Financial House may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


Cover photo by Alison Dunlap

Section iconCompany Overview

Headquarters
5818 Kennett Pike Wilmington, Delaware 19807 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2010
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Financial House's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Financial House's revenue is estimated to be in the range of $10M$25M

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