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Insights

Strong Market Presence Sage Financial Group is recognized as a top-tier financial advisor, ranking in the CNBC Financial Advisor 100 multiple years and consistently being highlighted among the best in the industry. This strong reputation suggests an extensive network of high-net-worth individuals and affluent clients, presenting opportunities to offer advanced wealth management solutions and premium financial products.

Recent Asset Acquisition The company recently invested in Global X Artificial Intelligence & Technology ETF, indicating an openness to emerging technology sectors and innovative investment opportunities. This willingness to explore cutting-edge sectors signals potential interest in fintech integrations, tech-driven wealth solutions, and related investment services for their clients.

Acquisition by Priority Sage Financial Group was acquired by PSK Private Wealth, highlighting a strategic move to expand its capabilities and market reach. This change may open doors to collaborative ventures, new service offerings, or advanced financial planning tools to serve a broader client base.

Recognition and Awards Consistent awards and recognition as a top place to work and top financial advisor underscore Sage’s prestige and stability. Their proven industry leadership creates collaboration opportunities for premium service providers, technology partners, and firms seeking to align with reputable wealth advisors.

Growth and Revenue With annual revenues estimated between $50M and $100M and managing over three billion dollars in assets, Sage Financial Group presents a lucrative target for scalable financial technology solutions, compliance services, and asset management tools designed for large, high-net-worth portfolios.

Sage Financial Group Tech Stack

Sage Financial Group uses 8 technology products and services including RSS, Font Awesome, Clipboard.js, and more. Explore Sage Financial Group's tech stack below.

  • RSS
    Content Management System
  • Font Awesome
    Font Scripts
  • Clipboard.js
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Yoast SEO Premium
    Search Engines
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers

Media & News

Sage Financial Group's Email Address Formats

Sage Financial Group uses at least 1 format(s):
Sage Financial Group Email FormatsExamplePercentage
FLast@sagefinancial.comJDoe@sagefinancial.com
88%
First.Last@sagefinancial.comJohn.Doe@sagefinancial.com
5%
LFirst@sagefinancial.comDJohn@sagefinancial.com
3%
First@sagefinancial.comJohn@sagefinancial.com
4%

Frequently Asked Questions

What is Sage Financial Group's stock symbol?

Minus sign iconPlus sign iconSage Financial Group is a publicly traded company; the company's stock symbol is N/A.

What is Sage Financial Group's official website and social media links?

Minus sign iconPlus sign iconSage Financial Group's official website is sagefinancial.com and has social profiles on LinkedIn.

How much revenue does Sage Financial Group generate?

Minus sign iconPlus sign icon As of December 2025, Sage Financial Group's annual revenue is estimated to be $7.1M.

What is Sage Financial Group's SIC code NAICS code?

Minus sign iconPlus sign iconSage Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Sage Financial Group have currently?

Minus sign iconPlus sign iconAs of December 2025, Sage Financial Group has approximately 55 employees across 2 continents, including North AmericaOceania. Key team members include Chief Executive Officer: D. C.Chief Executive Officer: R. C.Chief Technology Officer: C. L.. Explore Sage Financial Group's employee directory with LeadIQ.

What industry does Sage Financial Group belong to?

Minus sign iconPlus sign iconSage Financial Group operates in the Financial Services industry.

What technology does Sage Financial Group use?

Minus sign iconPlus sign iconSage Financial Group's tech stack includes RSSFont AwesomeClipboard.jsUnderscore.jsYoast SEO PremiumGoogle Tag ManagerX-Content-Type-OptionsNginx.

What is Sage Financial Group's email format?

Minus sign iconPlus sign iconSage Financial Group's email format typically follows the pattern of FLast@sagefinancial.com. Find more Sage Financial Group email formats with LeadIQ.

When was Sage Financial Group founded?

Minus sign iconPlus sign iconSage Financial Group was founded in 1989.

Sage Financial Group

Financial ServicesPennsylvania, United States51-200 Employees

Founded in 1989, Sage Financial Group is a privately held, independent Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 high-net-worth individuals and their families. 

In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investments for their clients.  

DISCLOSURE

Any information shown on this page is not indicative of any client’s experience or future performance. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Sage Financial Group), will be profitable or equal any historical performance level(s).

In addition, set forth on this page may be "likes" or "comments" posted by visitors to the Sage LinkedIn profile page. These "likes" or "comments" do not describe any experience with Sage or endorsement of Sage as an investment advisor by any client.

For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com.

Section iconCompany Overview

Website
sagefinancial.com
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Sage Financial Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Sage Financial Group's revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    D. C.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Chief Executive Officer
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    Mobile Phone
  • Stylized image of a person
    C. L.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J.
    President
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    Mobile Phone
  • Stylized image of a person
    A. C.
    Co-Founder, Co-President
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    P. T.
    Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A.
    Director, Engagement And Communications
    Phone icon
    Mobile Phone

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