Insights

Growth Potential With a revenue range of 25 to 50 million dollars and a relatively small team of 11 to 50 employees, Stage 1 Financial (now Acclarity) presents an opportunity for scalable growth services and financial technology solutions tailored to mid-sized financial service firms.

Leadership Transition The recent appointment of Damasceno as CEO in early 2025 indicates a strategic shift or expansion plan, suggesting opportunities for executive mentorship, strategic consulting, and leadership development services.

Technology Adoption Acclarity employs advanced digital tools like LinkedIn Ads, Google AdSense, HubSpot Analytics, and HTTP/3, highlighting their commitment to innovative marketing and operational technologies—potential areas for tech partnerships or integrated SaaS solutions.

Market Position Operating in the financial services industry with similar companies like Baker Tilly and Auxis, Acclarity can benefit from targeted offerings in financial analytics, compliance, and business process optimization tailored to mid-market firms.

Digital Engagement Their active online presence and use of multiple digital channels suggest readiness for outreach campaigns, making them a prime candidate for lead generation efforts focusing on financial technology enhancements and digital transformation services.

Stage 1 Financial Tech Stack

Stage 1 Financial uses 8 technology products and services including QuickBooks Desktop, QuickBooks, LinkedIn Campaign Manager, and more. Explore Stage 1 Financial's tech stack below.

  • QuickBooks Desktop
    Accounting
  • QuickBooks
    Accounting And Finance
  • LinkedIn Campaign Manager
    Advertising
  • WordPress
    Content Management System
  • Acumatica
    Enterprise Resource Planning
  • Microsoft Dynamics
    Enterprise Resource Planning
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security

Stage 1 Financial's Email Address Formats

Stage 1 Financial uses at least 2 format(s):
Stage 1 Financial Email FormatsExamplePercentage
First.Last@stage1financial.comJohn.Doe@stage1financial.com
88%
Last@stage1financial.comDoe@stage1financial.com
8%
First.MiddleLast@stage1financial.comJohn.MichaelDoe@stage1financial.com
3%
FLast@stage1financial.comJDoe@stage1financial.com
1%
FLast@acclaritygroup.comJDoe@acclaritygroup.com
86%
FMiddleLast@acclaritygroup.comJMichaelDoe@acclaritygroup.com
14%

Frequently Asked Questions

Where is Stage 1 Financial's headquarters located?

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Stage 1 Financial's main headquarters is located at 5 Cowboys Way Suite 300 Frisco, Texas 75034 United States. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Stage 1 Financial's phone number?

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You can contact Stage 1 Financial'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 Stage 1 Financial's official website and social media links?

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Stage 1 Financial's official website is acclaritygroup.com and has social profiles on LinkedInCrunchbase.

What is Stage 1 Financial's NAICS code?

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Stage 1 Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Stage 1 Financial have currently?

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As of June 2026, Stage 1 Financial has approximately 21 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Partner, Finance: M. T.Assistant Vice President Financial Analyst: D. C.Financial Controller: M. R.. Explore Stage 1 Financial's employee directory with LeadIQ.

What industry does Stage 1 Financial belong to?

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Stage 1 Financial operates in the Financial Services industry.

What technology does Stage 1 Financial use?

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Stage 1 Financial's tech stack includes QuickBooks DesktopQuickBooksLinkedIn Campaign ManagerWordPressAcumaticaMicrosoft DynamicsjQueryCloudflare Bot Management.

What is Stage 1 Financial's email format?

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Stage 1 Financial's email format typically follows the pattern of First.Last@stage1financial.com. Find more Stage 1 Financial email formats with LeadIQ.

When was Stage 1 Financial founded?

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Stage 1 Financial was founded in 2014.

Stage 1 Financial

Financial ServicesTexas, United States11-50 Employees

We are now Acclarity. Find our new LinkedIn here linkedin.com/company/acclarity-group

Section iconCompany Overview

Headquarters
5 Cowboys Way Suite 300 Frisco, Texas 75034 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Stage 1 Financial's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Stage 1 Financial's revenue is estimated to be in the range of $25M$50M

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