Insights

Mid-market Opportunity Solomon Group Financial Services operates with a relatively small team (11-50 employees) and revenue in the 10M-25M range, indicating potential as a target for scaled financial services solutions, efficiency tools, or client engagement platforms tailored for growing boutique firms.

Tech Stack Fit Their use of popular CMS and cloud infrastructure (Drupal, WordPress, AWS) suggests openness to practical technology enhancements, hosting optimization, site performance, and security services that align with existing web and customer-facing workflows.

Client Engagement Focus The description emphasizes personalized consultations and relationship-building over coffee, signaling a sales approach centered on consultative selling, onboarding support, and value-based engagement programs.

Growth Enablement With revenue in the 10-25M band and peers in large wealth management firms, there may be opportunities to offer scalable platforms for client onboarding, CRM integration, and financial planning tools to support growth without disrupting boutique culture.

Competitive Landscape Operating in financial services with peers earning substantially higher revenues, there is room to position services around efficiency, compliance, and marketing automation to help stand out against larger competitors while maintaining personalized service.

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Solomon Group Financial Services, LLC Tech Stack

Solomon Group Financial Services, LLC uses 8 technology products and services including Amazon Web Services, Google Hosted Libraries, jsDelivr, and more. Explore Solomon Group Financial Services, LLC's tech stack below.

Amazon Web Services
Cloud Hosting
Google Hosted Libraries
Content Delivery Network
jsDelivr
Content Delivery Network
Drupal
Content Management System
WordPress
Content Management System
jQuery UI
Javascript Libraries
Elementor
Page Builders
GoDaddy
Web Hosting

Solomon Group Financial Services, LLC's Email Address Formats

Solomon Group Financial Services, LLC uses at least 5 email formats:

Solomon Group Financial Services, LLC Email Formats	Example	Percentage
FLast@solomonway.com	JDoe@solomonway.com	58%
Last@solomonway.com	Doe@solomonway.com	25%
First@solomonway.com	John@solomonway.com	9%
First.Last@solomonway.com	John.Doe@solomonway.com	8%
First@solomongroupre.com	John@solomongroupre.com	100%

Frequently Asked Questions

What is Solomon Group Financial Services, LLC's phone number?

You can contact Solomon Group Financial Services, LLC's main corporate office by phone at

+1-512-522-****

. 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 Solomon Group Financial Services, LLC's official website and social media links?

Solomon Group Financial Services, LLC's official website is solomonway.com and has social profiles on LinkedIn.

How much revenue does Solomon Group Financial Services, LLC generate?

As of October 2026, Solomon Group Financial Services, LLC's annual revenue is estimated to be $10M - $25M.

What is Solomon Group Financial Services, LLC's NAICS code?

Solomon Group Financial Services, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Solomon Group Financial Services, LLC have currently?

As of October 2026, Solomon Group Financial Services, LLC has approximately 25 employees across 1 continents, including North America. Key team members include Director: P. W. Explore Solomon Group Financial Services, LLC's employee directory with LeadIQ.

What industry does Solomon Group Financial Services, LLC belong to?

Solomon Group Financial Services, LLC operates in the Financial Services industry.

What technology does Solomon Group Financial Services, LLC use?

Solomon Group Financial Services, LLC's tech stack includes Amazon Web Services, Google Hosted Libraries, jsDelivr, Drupal, WordPress, jQuery UI, Elementor and GoDaddy.

What is Solomon Group Financial Services, LLC's email format?

Solomon Group Financial Services, LLC's email format typically follows the pattern of FLast@solomonway.com. Find more Solomon Group Financial Services, LLC email formats with LeadIQ.

Solomon Group Financial Services, LLC

Q: What is Solomon Group Financial Services, LLC's NAICS code?

Solomon Group Financial Services, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesOklahoma, United States11-50 Employees

Solomon Group Financial Services, LLC is a financial services firm based in Tulsa, Oklahoma. It describes its work as helping people identify practical solutions to common financial challenges by engaging clients in candid discussions about their current situation. When an improvement is identified, the firm provides a recommendation; if no improvement is found, the interaction still serves as a chance to connect and get to know one another. More information is available on its website at https://solomonway.com.

The company operates with a relatively small team and targets individuals seeking straightforward financial guidance through a personalized, conversation-driven process. It sits within the financial services industry as a local, client-focused firm rather than a large, national institution.