Insights

Boutique fiduciary Frisch Financial Group operates as a fee-only fiduciary wealth advisory with a personalized, high-touch approach. Opportunity: emphasize premium advisory services to high-net-worth clients and families seeking integrated investment, planning, and estate services.

Holistic offerings The firm combines investment management, comprehensive financial planning, end-of-life planning, and legacy/charitable strategies. Opportunity: cross-sell estate, charitable giving, and legacy planning to existing clients seeking coordinated financial roadmaps.

Award visibility Recent recognitions include Forbes Best-in-State Wealth Advisors and Long Island Choice Awards. Opportunity: leverage awards in outbound outreach to build credibility with prospects and differentiate from larger competitors.

Regional focus Strong local branding evidenced by multiple LIBN features and regional awards; revenue in the mid six-figure to seven-figure range with 11-50 employees. Opportunity: target regional affluent segments and family offices seeking trusted local fiduciary partners.

Technology stack Utilizes tools such as WordPress, Google Cloud, ActiveCampaign, and iCIMS for digital presence, marketing, and recruitment. Opportunity: propose scalable tech-enabled service delivery, client experience enhancements, and targeted campaigns to accelerate client acquisition.

Frisch Financial Group Tech Stack

Frisch Financial Group uses 8 technology products and services including UserWay, iCIMS, WordPress, and more. Explore Frisch Financial Group's tech stack below.

UserWay

Accessibility

iCIMS

Applicant Tracking Systems

WordPress

Content Management System

Microsoft 365

Google Cloud

Infrastructure As A Service

ActiveCampaign

Marketing Automation

MediaElement.js

Video Players

Piwik PRO Core

Web Analytics

Frisch Financial Group Email Formats	Example	Percentage
First@frischfinancial.com	John@frischfinancial.com	100%

Frisch Financial Group Email Formats

Example

Percentage

First@frischfinancial.com

John@frischfinancial.com

100%

Frequently Asked Questions

What is Frisch Financial Group's phone number?

You can contact Frisch Financial Group's main corporate office by phone at

+1-516-694-****

. 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 Frisch Financial Group's official website and social media links?

Frisch Financial Group's official website is frischfinancial.com and has social profiles on LinkedIn.

How much revenue does Frisch Financial Group generate?

As of September 2026, Frisch Financial Group's annual revenue is estimated to be $25M - $50M.

What is Frisch Financial Group's NAICS code?

Frisch Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Frisch Financial Group have currently?

As of September 2026, Frisch Financial Group has approximately 18 employees across 1 continents, including North America. Key team members include Chief Operating Officer: D. D. and Administrative Assistant: G. S. Explore Frisch Financial Group's employee directory with LeadIQ.

What industry does Frisch Financial Group belong to?

Frisch Financial Group operates in the Financial Services industry.

What technology does Frisch Financial Group use?

Frisch Financial Group's tech stack includes UserWay, iCIMS, WordPress, Microsoft 365, Google Cloud, ActiveCampaign, MediaElement.js and Piwik PRO Core.

What is Frisch Financial Group's email format?

Frisch Financial Group's email format typically follows the pattern of First@frischfinancial.com. Find more Frisch Financial Group email formats with LeadIQ.

When was Frisch Financial Group founded?

Frisch Financial Group was founded in 1999.

Frisch Financial Group

Q: How many employees does Frisch Financial Group have currently?

Frisch Financial Group has approximately 18 employees.

Q: What technology does Frisch Financial Group use?

Frisch Financial Group's tech stack includes AddThis, Slider Revolution, RSS, ActiveCampaign, oEmbed.

Q: What is Frisch Financial Group's NAICS code?

Frisch Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

Frisch Financial Group is a financial services firm based in Melville, New York, that provides investment management alongside comprehensive financial planning. The firm emphasizes a holistic approach, integrating retirement planning, end-of-life planning, medical-diagnosis planning, estate and legacy considerations, and charitable strategies to help clients protect and grow their wealth over time. Serving individuals and families, the company positions itself as a fiduciary, fee-only advisor focused on acting in clients’ best interests and delivering a personalized, high-touch experience. Founded in 1999, Frisch Financial Group operates as a boutique advisory practice with a long-standing emphasis on tailored financial roadmaps and long-term financial wellness. Recent developments include recognition in industry lists and awards for its leadership and advisory services, reflecting ongoing professional acknowledgment within its market.

Insights

Similar companies to Frisch Financial Group