Insights

Growth Opportunity Mid-market financial services firm with 11-50 employees and revenue in the 10-25M range presents a target for scalable treasury, cash management, and SME lending solutions to support expansion and optimize liquidity.

Leadership Hire Recent appointment of a vice president for finance and administration signals potential needs for governance, financial systems integration, and process optimization, creating openings for ERP, BI, and financial planning tools.

Tech Stack Fit Current technologies (Open Graph, Lightbox, Modernizr, jQuery, Bootstrap, Nginx, Piwik PRO Core) indicate readiness for customer-facing platforms and analytics, suggesting opportunities for modernization, marketing automation, and data privacy/compliance solutions.

Funding Leverage With funding of 4.2M and revenue up to 25M, there is potential for growth-capital advisory, fintech partnerships, and scalable software that supports scaling operations, risk management, and regulatory reporting.

Market Positioning Operating in financial services with peers that are much larger implies a need for competitive differentiation through cost controls, automated workflows, and vendor consolidation—products to help streamline operations and improve margins.

Shepherd's Finance Tech Stack

Shepherd's Finance uses 8 technology products and services including MySQL, jQuery, Lightbox, and more. Explore Shepherd's Finance's tech stack below.

  • MySQL
    Database
  • jQuery
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • parallax.js
    Javascript Libraries
  • Office 365
    Office Suites
  • Bootstrap
    UI Frameworks
  • Google Search Console
    Web Analytics
  • jQuery Waypoints
    Web Tools And Plugins

Shepherd's Finance's Email Address Formats

Shepherd's Finance uses at least 1 format(s):
Shepherd's Finance Email FormatsExamplePercentage
FirstLast@shepherdsfinance.comJohnDoe@shepherdsfinance.com
83%
FirLast@shepherdsfinance.comJohDoe@shepherdsfinance.com
11%
First@shepherdsfinance.comJohn@shepherdsfinance.com
6%

Frequently Asked Questions

What is Shepherd's Finance's official website and social media links?

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Shepherd's Finance's official website is shepherdsfinance.com and has social profiles on LinkedIn.

How much revenue does Shepherd's Finance generate?

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As of July 2026, Shepherd's Finance's annual revenue is estimated to be $10M - $25M.

What is Shepherd's Finance's SIC code NAICS code?

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Shepherd's Finance's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Shepherd's Finance have currently?

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As of July 2026, Shepherd's Finance has approximately 15 employees across 1 continents, including North America. Key team members include Vice President Of Loan Operations: S. L.Executive Vice President, Operations: B. H.Builder's Assistance - Director Of Accounting Services: C. L.. Explore Shepherd's Finance's employee directory with LeadIQ.

What industry does Shepherd's Finance belong to?

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Shepherd's Finance operates in the Financial Services industry.

What technology does Shepherd's Finance use?

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Shepherd's Finance's tech stack includes MySQLjQueryLightboxparallax.jsOffice 365BootstrapGoogle Search ConsolejQuery Waypoints.

What is Shepherd's Finance's email format?

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Shepherd's Finance's email format typically follows the pattern of FirstLast@shepherdsfinance.com. Find more Shepherd's Finance email formats with LeadIQ.

How much funding has Shepherd's Finance raised to date?

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As of July 2026, Shepherd's Finance has raised $11M in funding. The last funding round occurred on Jan 29, 2021 for $4.2M.
Shepherd's Finance logo

Shepherd's Finance

Financial ServicesFlorida, United States11-50 Employees

Shepherd's Finance, LLC is a financial services company based in Jacksonville, Florida. It operates within the financial services industry, offering services to clients from its regional position. The firm emphasizes its Jacksonville roots and is staffed by a relatively small to mid-sized team. 

In January 2024, Shepherd's Finance announced the addition of Collin to its leadership team as vice president for finance and administration. The available information centers on its location and personnel changes rather than detailing specific client segments or service offerings beyond the general financial services scope.

Section iconCompany Overview

SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $11M

    Shepherd's Finance has raised a total of $11M of funding over 2 rounds. Their latest funding round was raised on Jan 29, 2021 in the amount of $4.2Mas a series_unknown.

  • $10M - $25M

    Shepherd's Finance's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $11M

    Shepherd's Finance has raised a total of $11M of funding over 2 rounds. Their latest funding round was raised on Jan 29, 2021 in the amount of $4.2Mas a series_unknown.

  • $10M - $25M

    Shepherd's Finance's revenue is estimated to be in the range of $10M - $25M

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