Insights

Fiduciary Expertise Target plan sponsors seeking compliant, objective fiduciary support for 401(k), 403(b), DB, ESOP, and NQ plans. Highlight the firm’s fiduciary certifications and alignment with ERISA/UPIA/UUPMA standards to build trust with plan committees.

Retirement Readiness Position as a partner in improving participant outcomes and retirement readiness through cutting-edge tools and high-impact education. Leverage affiliation with Global Retirement Partners and LPL Financial to broaden credibility and resources.

Industry Recognition Leverage repeated recognition as a Top Defined Contribution Plan Advisory Firm by NAPA and CEFEX fiduciary certification to differentiate from competitors and open conversations with larger sponsors seeking proven track records.

Growth signals Note revenue scale and lean team to explore scalable service models, white-label solutions, or outsourcing arrangements with mid-market plan sponsors looking to optimize costs while maintaining fiduciary standards.

Tech Enablement Engage with sponsors on technology-driven retirement plan health analytics and participant education platforms. Highlight existing tech stack capabilities and offer integration or modernization projects to improve plan outcomes.

Insight Financial Partners, LLC Tech Stack

Insight Financial Partners, LLC uses 8 technology products and services including iCIMS, Amazon Web Services, cdnjs, and more. Explore Insight Financial Partners, LLC's tech stack below.

iCIMS

Applicant Tracking Systems

Amazon Web Services

Cloud Hosting

cdnjs

Content Delivery Network

jQuery

Javascript Libraries

Datadog

Real User Monitoring

Site24x7

Real User Monitoring

Google Tag Manager

Tag Management

Piwik PRO Core

Web Analytics

Insight Financial Partners, LLC Email Formats	Example	Percentage
FirstLast@insightfpllc.com	JohnDoe@insightfpllc.com	100%
FLast@insightlease.com	JDoe@insightlease.com	50%
FirstL@insightlease.com	JohnD@insightlease.com	50%

Insight Financial Partners, LLC Email Formats

Example

Percentage

FirstLast@insightfpllc.com

JohnDoe@insightfpllc.com

100%

FLast@insightlease.com

JDoe@insightlease.com

50%

FirstL@insightlease.com

JohnD@insightlease.com

50%

Frequently Asked Questions

What is Insight Financial Partners, LLC's phone number?

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

+1-847-509-****

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

Insight Financial Partners, LLC's official website is insightfpllc.com and has social profiles on LinkedIn.

How much revenue does Insight Financial Partners, LLC generate?

As of September 2026, Insight Financial Partners, LLC's annual revenue is estimated to be $1M - $10M.

What is Insight Financial Partners, LLC's NAICS code?

Insight Financial Partners, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Insight Financial Partners, LLC have currently?

As of September 2026, Insight Financial Partners, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Controller: D. B., Financial Advisor: C. H. and Mortgage Broker: N. C. Explore Insight Financial Partners, LLC's employee directory with LeadIQ.

What industry does Insight Financial Partners, LLC belong to?

Insight Financial Partners, LLC operates in the Financial Services industry.

What technology does Insight Financial Partners, LLC use?

Insight Financial Partners, LLC's tech stack includes iCIMS, Amazon Web Services, cdnjs, jQuery, Datadog, Site24x7, Google Tag Manager and Piwik PRO Core.

What is Insight Financial Partners, LLC's email format?

Insight Financial Partners, LLC's email format typically follows the pattern of FirstLast@insightfpllc.com. Find more Insight Financial Partners, LLC email formats with LeadIQ.

When was Insight Financial Partners, LLC founded?

Insight Financial Partners, LLC was founded in 2017.

Insight Financial Partners, LLC

Q: What is Insight Financial Partners, LLC's NAICS code?

Insight Financial Partners, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesIllinois, United States2-10 Employees

Insight Financial Partners, LLC is a financial services advisory firm focused on fiduciary support for employer-sponsored retirement plans. Based in Crystal Lake, Illinois, the firm collaborates with plan sponsors to optimize defined contribution and other employer-sponsored plans, aiming to improve participant outcomes and retirement readiness for employees. Operating within the fiduciary and registered investment advisor space, Insight Financial Partners partners with Global Retirement Partners and LPL Financial to support plan participants and sponsors, emphasizing independent, objective guidance and high-quality service. The firm highlights its credentials through recognition by NAPA as a top defined contribution plan advisory firm across multiple years and certification by CEFEX for prudent practices in investment advisory, underscoring its commitment to standardized fiduciary practices. With a small professional team, the company positions itself as an employer-sponsored retirement plan-focused practice dedicated to guiding plan sponsors toward clear, durable outcomes for participant retirement plans.

Insights

Similar companies to Insight Financial Partners, LLC

GreatAmerica

CIT

DLL