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Insights

Independent research niche The Interstate Group operates as an agency-only brokerage providing independent research to institutional clients, suggesting opportunities to offer targeted research services, data products, or analytics that align with their brokerage model.

Institutional focus With a long-standing history since 1975 serving institutional clients and a FINRA/MSRB/SIPC footprint, there is potential to propose advanced compliance, due diligence, or trade execution optimization solutions tailored to institutional workflows.

Brokerage tech stack Utilizes AWS, Route 53, DocuSign, Windows Server, Intermedia, and Microsoft .NET stack, indicating openness to cloud services, secure e-signature workflows, and enterprise IT modernization offerings.

Revenue scale Current revenue range of 1M–10M and a small team suggests merit in cost-effective technologies, cybersecurity hardening, and scalable SaaS solutions that deliver ROI for lean operations.

Growth signals As part of NatAlliance Securities with independent research delivery, there may be opportunities to bundle or co-sell market data, research products, or commission-based services to expand their product suite.

Similar companies to The Interstate Group

The Interstate Group Tech Stack

The Interstate Group uses 7 technology products and services including Amazon Web Services, Amazon Route 53, DocuSign, and more. Explore The Interstate Group's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon Route 53
    Domain Name Services
  • DocuSign
    Miscellaneous
  • Windows Server
    Operating Systems
  • Intermedia
    Software As A Service
  • Microsoft ASP.NET
    Web Frameworks
  • Microsoft IIS
    Web Servers

The Interstate Group's Email Address Formats

The Interstate Group uses at least 2 email formats:
The Interstate Group Email FormatsExamplePercentage
First.Last@interstategroup.comJohn.Doe@interstategroup.com
94%
Fir.Last@interstategroup.comJoh.Doe@interstategroup.com
6%

Frequently Asked Questions

What is The Interstate Group's official website and social media links?

Minus sign iconPlus sign iconThe Interstate Group's official website is interstategroup.com and has social profiles on LinkedIn.

How much revenue does The Interstate Group generate?

Minus sign iconPlus sign icon As of September 2026, The Interstate Group's annual revenue is estimated to be $1M - $10M.

What is The Interstate Group's SIC code and NAICS code?

Minus sign iconPlus sign iconThe Interstate Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does The Interstate Group have currently?

Minus sign iconPlus sign iconAs of September 2026, The Interstate Group has approximately 15 employees across 1 continents, including North America. Key team members include Senior Vice President: D. C., Senior Vice President, Institutional Trading: M. P. and Institutional Sales Support: V. G. Explore The Interstate Group's employee directory with LeadIQ.

What industry does The Interstate Group belong to?

Minus sign iconPlus sign iconThe Interstate Group operates in the Financial Services industry.

What technology does The Interstate Group use?

Minus sign iconPlus sign iconThe Interstate Group's tech stack includes Amazon Web Services, Amazon Route 53, DocuSign, Windows Server, Intermedia, Microsoft ASP.NET and Microsoft IIS.

What is The Interstate Group's email format?

Minus sign iconPlus sign iconThe Interstate Group's email format typically follows the pattern of First.Last@interstategroup.com. Find more The Interstate Group email formats with LeadIQ.

When was The Interstate Group founded?

Minus sign iconPlus sign iconThe Interstate Group was founded in 1975.
The Interstate Group logo

The Interstate Group

Financial ServicesNorth Carolina, United States11-50 Employees

The Interstate Group is a financial services firm based in Charlotte, North Carolina, operating as a division of NatAlliance Securities, LLC. It is a registered broker-dealer with FINRA, MSRB, and SIPC, maintaining its own trading, sales, and support staff. Since 1975, it has provided independent research to institutional investors and offers trading, sales, and support services to clients through a structure that uses commission dollars to obtain research products.

The firm operates as an agency-only brokerage with no conflicts of interest, focusing on client needs. Its primary market comprises institutional clients seeking integrated trading and research procurement within the financial services sector.

Section iconCompany Overview

Website
interstategroup.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1975
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    The Interstate Group's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Senior Vice President at The Interstate Group
    D. C.
    Senior Vice President
    Mobile Phone
  • Senior Vice President, Institutional Trading at The Interstate Group
    M. P.
    Senior Vice President, Institutional Trading
    Mobile Phone
  • Institutional Sales Support at The Interstate Group
    V. G.
    Institutional Sales Support
    Mobile Phone
  • Employee at The Interstate Group
    C. C.
    Mobile Phone

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