Insights

Strategic Expansion Skylight Financial Group has multiple regional offices (Cleveland, Columbus, Cincinnati, Toledo), indicating potential for regionalized financial planning services, office space modernization, and scalable back-office solutions to support growth in new markets.

Technology Stack Current tech usage includes WordPress, Shopify, and analytics/marketing tools (Hotjar, MonsterInsights). This suggests opportunities for vendor partnerships in client experience automation, digital marketing optimization, and website/app enhancements to improve lead generation and client onboarding.

Community Commitment Active involvement in arts, sports, LGBT, and special needs communities offers a pathway for tailored financial education programs, sponsorships, and charitable giving platforms that can be monetized through targeted advisory services and donor-advised fund support.

Growth Funding Reported revenue range of 250M to 500M and recent office-space investment signals capacity for high-touch wealth management services and premium risk management solutions, presenting cross-sell opportunities to existing high-net-worth and business-owner clients.

Leadership and Talent Historical hires and leadership moves (e.g., new associate financial planner in 2018) indicate a potential for scale through talent development programs, advisory practice expansion, and performance-based partnerships to accelerate growth in underserved markets.

Similar companies to Skylight Financial Group

Skylight Financial Group Tech Stack

Skylight Financial Group uses 8 technology products and services including Hotjar, Fastly, gstatic.com, and more. Explore Skylight Financial Group's tech stack below.

  • Analytics
  • Fastly
    Content Delivery Network
  • gstatic.com
    Content Delivery Network
  • Content Management System
  • Demand Side Platforms
  • E-commerce
  • Chosen
    Javascript Frameworks
  • MonsterInsights
    Web Platform Extensions

Media & News

Skylight Financial Group's Email Address Formats

Skylight Financial Group uses at least 8 email formats:
Skylight Financial Group Email FormatsExamplePercentage
FLast@financialguide.comJDoe@financialguide.com
81%
FirstLast@financialguide.comJohnDoe@financialguide.com
14%
LastFirst@financialguide.comDoeJohn@financialguide.com
4%
LFirst@financialguide.comDJohn@financialguide.com
1%
FLast@skylightfinancialgroup.comJDoe@skylightfinancialgroup.com
46%
First.Last@skylightfinancialgroup.comJohn.Doe@skylightfinancialgroup.com
39%
First@skylightfinancialgroup.comJohn@skylightfinancialgroup.com
8%
Last@skylightfinancialgroup.comDoe@skylightfinancialgroup.com
7%

Frequently Asked Questions

What is Skylight Financial Group's phone number?

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

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Skylight Financial Group's official website is skylightfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Skylight Financial Group generate?

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As of August 2026, Skylight Financial Group's annual revenue is estimated to be $250M - $500M.

What is Skylight Financial Group's SIC code and NAICS code?

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

How many employees does Skylight Financial Group have currently?

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As of August 2026, Skylight Financial Group has approximately 182 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: S. B., Chief Strategy Officer (chief Sales Officer): M. B. and Financial Professional: B. C. Explore Skylight Financial Group's employee directory with LeadIQ.

What industry does Skylight Financial Group belong to?

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Skylight Financial Group operates in the Financial Services industry.

What technology does Skylight Financial Group use?

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Skylight Financial Group's tech stack includes Hotjar, Fastly, gstatic.com, WordPress, Simpli.fi, Shopify, Chosen and MonsterInsights.

What is Skylight Financial Group's email format?

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Skylight Financial Group's email format typically follows the pattern of FLast@financialguide.com. Find more Skylight Financial Group email formats with LeadIQ.
Skylight Financial Group logo

Skylight Financial Group

Financial ServicesOhio, United States51-200 Employees

Skylight Financial Group is a mid-sized financial services firm headquartered in Cleveland, Ohio, with district offices in Columbus, Cincinnati, and Toledo. It provides personal financial planning that centers on the client's priorities, whether for individuals, families, or business needs.

The firm serves a diverse clientele, including special needs, business, and LGBT communities, and emphasizes a tailored, life-oriented planning approach. It maintains a commitment to community involvement, supporting arts and culture, sports, business, and charitable organizations, while its professionals participate in volunteer activities. In October 2023, Skylight disclosed plans to invest about $775,000 to build out new office space.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $250M - $500M

    Skylight Financial Group's revenue is estimated to be in the range of $250M - $500M

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