Insights

High Net Worth Focus Lighthouse Financial specializes in serving high net worth investors, providing personalized wealth and investment management services. This indicates opportunities to offer premium financial products or advanced estate planning solutions tailored to affluent clients.

Growth Potential With a revenue range of 10 to 25 million dollars and a relatively small team of up to 50 employees, the company shows a scalable growth trajectory. This presents an opportunity to introduce scalable financial technology tools or services that support expansion.

Digital Engagement Utilizing various digital tools such as Google Analytics, SEO plugins, and social media integrations suggests an emphasis on online presence and client engagement. Leveraging innovative marketing or client communication platforms could enhance their client relationships further.

Market Positioning Being a registered investment advisor competing in a space with large firms like AIG and Northwestern Mutual indicates a strategic niche focus on high-quality, personalized services. Tailored financial advisory solutions and partnership opportunities could strengthen their competitive edge.

Technology Use Implementation of modern web technologies and bot management reflects an investment in secure, efficient digital infrastructure. Offering cybersecurity or fintech solutions could support their technological needs and client trust enhancement.

Lighthouse Financial Tech Stack

Lighthouse Financial uses 8 technology products and services including Google Fonts API, jQuery Migrate, jQuery, and more. Explore Lighthouse Financial's tech stack below.

  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Elementor
    Page Builders
  • Yoast SEO
    Search Engines
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics
  • Facebook
    Widgets

Media & News

Lighthouse Financial's Email Address Formats

Lighthouse Financial uses at least 1 format(s):
Lighthouse Financial Email FormatsExamplePercentage
First@lighthouselink.comJohn@lighthouselink.com
44%
FLast@lighthouselink.comJDoe@lighthouselink.com
28%
First-Last@lighthouselink.comJohn-Doe@lighthouselink.com
17%
Last@lighthouselink.comDoe@lighthouselink.com
11%

Frequently Asked Questions

Where is Lighthouse Financial's headquarters located?

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Lighthouse Financial's main headquarters is located at 3070 Saturn Street Suite 101 Brea, California 92821 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Lighthouse Financial's phone number?

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You can contact Lighthouse 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 Lighthouse Financial's official website and social media links?

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Lighthouse Financial's official website is lighthouselink.com and has social profiles on LinkedIn.

How much revenue does Lighthouse Financial generate?

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As of February 2026, Lighthouse Financial's annual revenue is estimated to be $1.6M.

What is Lighthouse Financial's SIC code NAICS code?

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Lighthouse Financial's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lighthouse Financial have currently?

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As of February 2026, Lighthouse Financial has approximately 17 employees across 2 continents, including North AmericaAsia. Key team members include Chief Investment Officer: M. V.President: S. W.Owner: B. B.. Explore Lighthouse Financial's employee directory with LeadIQ.

What industry does Lighthouse Financial belong to?

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Lighthouse Financial operates in the Investment Management industry.

What technology does Lighthouse Financial use?

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Lighthouse Financial's tech stack includes Google Fonts APIjQuery MigratejQueryElementorYoast SEOCloudflare Bot ManagementGoogle AnalyticsFacebook.

What is Lighthouse Financial's email format?

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

When was Lighthouse Financial founded?

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Lighthouse Financial was founded in 1992.

Lighthouse Financial

Investment ManagementCalifornia, United States11-50 Employees

Lighthouse Financial Services, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training.  Past performance may not be indicative of future results.  All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. 

We believe that investment management and wealth management are equally important to high net worth investors. These components for financial success are integrally connected and should be analyzed with the understanding that long-term success depends on how well we manage both components.

Because of this, our clients experience a level of personal attention and interaction that is unparalleled by any of the big box brokerages on Wall Street. We have guided our clients through successes and adversities, up and down market cycles, while at the same time applying our time-tested investment decision process that emphasizes strategic asset allocations for each phase of the investment business cycle. 

Simply put, we actively seek to grow and protect your wealth over the long run. Our team of knowledgeable specialists will work with you to achieve your financial goals.

Section iconCompany Overview

Headquarters
3070 Saturn Street Suite 101 Brea, California 92821 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1992
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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