Insights

Independent Advisory Enablement Saxony targets independent financial advisors seeking autonomy, transparency, and proactive support, presenting an opportunity to position platforms or services that streamline compliance, operations, and transition guidance for advisory practices.

Niche Platform Services As a privately owned broker-dealer and RIA with a service-driven platform, Saxony could be open to partnerships or tech integrations that enhance advisor efficiency, client service, and in-house technology assistance.

Growth and Scale Fit With 11-50 employees and revenue in the mid-range, Saxony appears primed for scalable software, back-office tooling, or outsourced operations solutions that can grow with their advisory network without sacrificing service quality.

Strategic Asset Exposure Recent stake purchases in iShares Fallen Angels USD Bond ETF suggest appetite for diversified fixed income or ETF exposure, indicating sales opportunities in advisor-facing research, product education, or ETF/asset allocation solutions.

Competitive Landscape Alignment Benchmarking against larger broker-dealers with high employee counts and revenue highlights a need for cost-effective, efficiency-focused technology, onboarding support, and transition services to compete for independence-minded advisors.

Saxony Securities, Inc. Tech Stack

Saxony Securities, Inc. uses 8 technology products and services including Font Awesome, jQuery Migrate, Microsoft, and more. Explore Saxony Securities, Inc.'s tech stack below.

  • Font Awesome
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Really Simple Discovery
    Miscellaneous
  • Microsoft Word
    Office Suites
  • Microsoft Project
    Project Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Saxony Securities, Inc.'s Email Address Formats

Saxony Securities, Inc. uses at least 1 format(s):
Saxony Securities, Inc. Email FormatsExamplePercentage
FLast@saxonysecurities.comJDoe@saxonysecurities.com
81%
Last@saxonysecurities.comDoe@saxonysecurities.com
13%
LFirst@saxonysecurities.comDJohn@saxonysecurities.com
3%
First@saxonysecurities.comJohn@saxonysecurities.com
3%

Frequently Asked Questions

What is Saxony Securities, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Saxony Securities, Inc.'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 Saxony Securities, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Saxony Securities, Inc.'s official website is saxonysecurities.com and has social profiles on LinkedIn.

How much revenue does Saxony Securities, Inc. generate?

Minus sign iconPlus sign icon
As of July 2026, Saxony Securities, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Saxony Securities, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Saxony Securities, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Saxony Securities, Inc. have currently?

Minus sign iconPlus sign icon
As of July 2026, Saxony Securities, Inc. has approximately 33 employees across 2 continents, including North AmericaEurope. Key team members include CEO: L. M.Chief Financial Officer: C. D.Owner: J. A.. Explore Saxony Securities, Inc.'s employee directory with LeadIQ.

What industry does Saxony Securities, Inc. belong to?

Minus sign iconPlus sign icon
Saxony Securities, Inc. operates in the Financial Services industry.

What technology does Saxony Securities, Inc. use?

Minus sign iconPlus sign icon
Saxony Securities, Inc.'s tech stack includes Font AwesomejQuery MigrateMicrosoftReally Simple DiscoveryMicrosoft WordMicrosoft ProjectBootstrapGoogle Analytics.

What is Saxony Securities, Inc.'s email format?

Minus sign iconPlus sign icon
Saxony Securities, Inc.'s email format typically follows the pattern of FLast@saxonysecurities.com. Find more Saxony Securities, Inc. email formats with LeadIQ.

When was Saxony Securities, Inc. founded?

Minus sign iconPlus sign icon
Saxony Securities, Inc. was founded in 2001.
Saxony Securities, Inc. logo

Saxony Securities, Inc.

Financial ServicesMissouri, United States11-50 Employees

Saxony Securities, Inc. is an independent, privately owned broker-dealer and registered investment adviser serving independent financial advisors who seek autonomy and reliable support. The firm offers a service-oriented platform that includes proactive compliance, experienced operations and trading support, hands-on transition guidance, and in-house technology assistance to keep advisors focused on client service. It provides a full spectrum of products and services to independent financial advisors, reflecting its emphasis on comprehensive support.

Its core values center on integrity and professionalism, with a commitment to personalized service for independent advisors and their retail clients. Based in St. Louis, Missouri, Saxony operates within the financial services industry and is registered with FINRA and SIPC.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Saxony Securities, Inc.'s revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Saxony Securities, Inc.'s revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.