What is Nations Financial Group, Inc's NAICS code?

Nations Financial Group, Inc's NAICS code is 52 (Finance and Insurance).

Insights

Growth opportunity Independent wealth management focus and mid-sized team suggest a potential affinity for advanced practice management, marketing automation, and client experience enhancements that can be offered to support scaling advisory practices.

Tech stack leverage Existing technology footprint including LinkedIn Ads, Zoho, WordPress, Simpli.fi, Shopify/WooCommerce, and Microsoft 365 indicates opportunities to propose integrated operations, CRM, digital marketing optimization, and data analytics services to improve efficiency and outreach.

Recent expansion Launch of Task Boss in early 2024 signals appetite for operations software and process optimization; potential to cross-sell workflow automation, scheduling, and back-office solutions to service-based client segments.

Financial appetite Revenue in the mid-range of 25 to 50 million with a leaner employee base presents a buying window for scalable tech, security, and compliance services that fit a midsized advisory and investment management firm.

Strategic partnerships Securities and advisory registration along with independent advisor support positioning creates a potential value proposition around advisor onboarding tech, practice transition support, and regulated data governance offerings.

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Nations Financial Group, Inc Tech Stack

Nations Financial Group, Inc uses 8 technology products and services including LinkedIn Ads, WordPress, Zoho, and more. Explore Nations Financial Group, Inc's tech stack below.

LinkedIn Ads
Advertising
WordPress
Content Management System
Zoho
Customer Relationship Management
Simpli.fi
Demand Side Platforms
Shopify
E-commerce
WooCommerce
E-commerce
Microsoft 365
Email
JSON-LD
Javascript Frameworks

Media & News

Nations Financial Group officially launches Task Boss, an operations management and scheduling tool for home service businesses, in Feb '24.
Nations Investments LLC is proud to announce the official launch of Task Boss, a cutting-edge operations management and scheduling tool designed specifically for home service businesses.
Feb 09, 2024 | www.24-7pressrelease.com

Nations Financial Group, Inc's Email Address Formats

Nations Financial Group, Inc uses at least 4 email formats:

Nations Financial Group, Inc Email Formats	Example	Percentage
FLast@nationsfg.com	JDoe@nationsfg.com	82%
Last@nationsfg.com	Doe@nationsfg.com	8%
First@nationsfg.com	John@nationsfg.com	6%
LastFi@nationsfg.com	DoeJo@nationsfg.com	4%

Frequently Asked Questions

What is Nations Financial Group, Inc's phone number?

You can contact Nations Financial Group, Inc's main corporate office by phone at

+1-319-393-****

. 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 Nations Financial Group, Inc's official website and social media links?

Nations Financial Group, Inc's official website is nationsfg.com and has social profiles on LinkedIn.

How much revenue does Nations Financial Group, Inc generate?

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

What is Nations Financial Group, Inc's SIC code and NAICS code?

Nations Financial Group, Inc's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Nations Financial Group, Inc have currently?

As of October 2026, Nations Financial Group, Inc has approximately 18 employees across 1 continents, including North America. Key team members include Chief Executive Officer: S. K., Chief Strategy Officer: D. E. and Vice President Of Operations: Z. C. Explore Nations Financial Group, Inc's employee directory with LeadIQ.

What industry does Nations Financial Group, Inc belong to?

Nations Financial Group, Inc operates in the Financial Services industry.

What technology does Nations Financial Group, Inc use?

Nations Financial Group, Inc's tech stack includes LinkedIn Ads, WordPress, Zoho, Simpli.fi, Shopify, WooCommerce, Microsoft 365 and JSON-LD.

What is Nations Financial Group, Inc's email format?

Nations Financial Group, Inc's email format typically follows the pattern of FLast@nationsfg.com. Find more Nations Financial Group, Inc email formats with LeadIQ.

When was Nations Financial Group, Inc founded?

Nations Financial Group, Inc was founded in 1998.

Nations Financial Group, Inc

Q: How many employees does Nations Financial Group, Inc have currently?

Nations Financial Group, Inc has approximately 18 employees.

Q: What technology does Nations Financial Group, Inc use?

Nations Financial Group, Inc's tech stack includes jQuery Migrate, Swiper, WordPress, Priority Hints, Yoast SEO.

Financial ServicesIowa, United States11-50 Employees

Nations Financial Group, Inc. is an independent wealth management firm based in Cedar Rapids, Iowa. It supports top-tier independent financial advisors by helping them grow, operate, protect, and transition their practices through structured systems, service, guidance, and support. Securities and investment advisory services are offered through Nations Financial Group, Inc. (NFGI), which operates as a registered investment adviser and is a member of FINRA/SIPC.

Operating in the financial services industry, the firm positions itself as a partner for independent advisors seeking compliant, service-oriented practice management. The company is headquartered in Cedar Rapids and provides information about its services on its website at nationsfg.com.