Insights

Bankruptcy to Opportunity Recent bankruptcy and subsequent acquisition by Marc O'Polo suggest a transition in ownership and strategy. Use this window to engage the new leadership (Closed NewCo GmbH) with solutions that support post-acquisition integration, financial risk management, and performance analytics to stabilize and drive growth.

Management Reinforcement New chief sales officer appointment indicates a strategic push on revenue generation and customer acquisition. Target the sales leadership for high-value CRM, customer segmentation, and sales automation tools to accelerate go-to-market efforts.

Data-Driven Growth Existing tech stack includes analytics and cloud platforms (Looker, Tableau, Google Cloud, Adobe Analytics). Position advanced analytics, marketing attribution, and data governance solutions to optimize customer insights, campaign ROI, and compliance across channels.

Mid-Market Growth Company size places it in mid-market territory with revenue in the hundreds of millions. Propose scalable, cost-efficient financial services or technology solutions (ERP, CRM, security, cloud operations) that fit mid-size enterprise needs without enterprise-scale discounts.

Industry Synergy Active in financial services with a recent PE-backed restructuring and potential adjacent interests in fashion/retail due to the acquisition context. Explore cross-industry solutions, risk/compliance programs, and customer experience platforms that can serve both finance and retail fashion clients.

Similar companies to J.D. Mellberg Financial

J.D. Mellberg Financial Tech Stack

J.D. Mellberg Financial uses 8 technology products and services including Adobe Analytics, Hotjar, Looker, and more. Explore J.D. Mellberg Financial's tech stack below.

Media & News

J.D. Mellberg Financial's Email Address Formats

J.D. Mellberg Financial uses at least 7 email formats:
J.D. Mellberg Financial Email FormatsExamplePercentage
FLast@jdmellberg.comJDoe@jdmellberg.com
98%
Last@jdmellberg.comDoe@jdmellberg.com
1%
FiLast@jdmellberg.comJoDoe@jdmellberg.com
1%
First.Last@closed.comJohn.Doe@closed.com
89%
Last@closed.comDoe@closed.com
7%
FirstLast@closed.comJohnDoe@closed.com
2%
First@closed.comJohn@closed.com
2%

Frequently Asked Questions

What is J.D. Mellberg Financial's phone number?

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You can contact J.D. Mellberg Financial'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 J.D. Mellberg Financial's official website and social media links?

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J.D. Mellberg Financial's official website is closed.com and has social profiles on LinkedIn.

How much revenue does J.D. Mellberg Financial generate?

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As of August 2026, J.D. Mellberg Financial's annual revenue is estimated to be $100M - $250M.

What is J.D. Mellberg Financial's SIC code and NAICS code?

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J.D. Mellberg Financial's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does J.D. Mellberg Financial have currently?

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As of August 2026, J.D. Mellberg Financial has approximately 102 employees across 3 continents, including North America, Europe and Asia. Key team members include Chief Business Officer: J. J., Vice President Marketing: P. R. and Vice President Marketing F2f Advisor Elite Program: P. R. Explore J.D. Mellberg Financial's employee directory with LeadIQ.

What industry does J.D. Mellberg Financial belong to?

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J.D. Mellberg Financial operates in the Financial Services industry.

What technology does J.D. Mellberg Financial use?

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J.D. Mellberg Financial's tech stack includes Adobe Analytics, Hotjar, Looker, iCIMS, Tableau, Usercentrics, Google Cloud and Sendinblue.

What is J.D. Mellberg Financial's email format?

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J.D. Mellberg Financial's email format typically follows the pattern of FLast@jdmellberg.com. Find more J.D. Mellberg Financial email formats with LeadIQ.

When was J.D. Mellberg Financial founded?

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J.D. Mellberg Financial was founded in 2005.
J.D. Mellberg Financial logo

J.D. Mellberg Financial

Financial ServicesArizona, United States51-200 Employees

J.D. Mellberg Financial is a mid-sized financial services firm based in Tucson, Arizona. It operates within the financial services industry and has been acquired by private equity. The available information does not detail its specific product offerings or client segments. As a private equity-backed company, the ownership structure has undergone a change not elaborated in the data. The overall data provides no exact figure for staff levels beyond a general mid-sized designation.

Section iconCompany Overview

Phone number
Website
closed.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    J.D. Mellberg Financial's revenue is estimated to be in the range of $100M - $250M

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