Insights

Niche Market Focus Thinking Big Financial specializes in serving individuals, families, small businesses, and specifically the LGBT community, indicating an opportunity to offer tailored financial products and inclusive marketing strategies to meet their unique needs.

Small but Agile With a small team of 2-10 employees and annual revenue between 1 million to 10 million dollars, the company is likely agile and receptive to innovative financial solutions that can enhance operational efficiency or client engagement.

Technology Adoption The company's existing tech stack, which includes tools like Hotjar, Cloudflare, and MonsterInsights, suggests openness to digital enhancements; there is potential to introduce advanced analytics or client portal technologies for improved service delivery.

Growth Potential Compared to industry giants with thousands of employees and billion-dollar revenues, Thinking Big Financial represents a strategic opportunity for personalized, boutique financial services targeting a specialized client base, especially through tailored marketing or advisory products.

Market Trends Alignment The firm's focus on inclusivity and personalized financial planning aligns with current market trends favoring socially responsible investing and diversity-focused services, which can be leveraged to develop innovative investment products or marketing campaigns.

Thinking Big Financial Tech Stack

Thinking Big Financial uses 8 technology products and services including Facebook Pixel, NitroPack, Cloudflare, and more. Explore Thinking Big Financial's tech stack below.

  • Facebook Pixel
    Analytics
  • NitroPack
    Caching
  • Cloudflare
    Content Management System
  • Cloudflare DNS
    Domain Name Services
  • Cloudflare Bot Management
    Security
  • Animate.css
    UI Frameworks
  • MonsterInsights
    Web Platform Extensions
  • Magnific Popup
    Web Tools And Plugins

Media & News

Thinking Big Financial's Email Address Formats

Thinking Big Financial uses at least 1 format(s):
Thinking Big Financial Email FormatsExamplePercentage
First@thinkingbigfinancial.comJohn@thinkingbigfinancial.com
100%

Frequently Asked Questions

Where is Thinking Big Financial's headquarters located?

Minus sign iconPlus sign icon
Thinking Big Financial's main headquarters is located at New York, New York United States. The company has employees across 1 continents, including North America.

What is Thinking Big Financial's official website and social media links?

Minus sign iconPlus sign icon
Thinking Big Financial's official website is thinkingbigfinancial.com and has social profiles on LinkedIn.

What is Thinking Big Financial's NAICS code?

Minus sign iconPlus sign icon
Thinking Big Financial's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Thinking Big Financial have currently?

Minus sign iconPlus sign icon
As of May 2026, Thinking Big Financial has approximately 3 employees across 1 continents, including North America. Key team members include Founder, Certified Financial Planner™ & Investment Advisor: J. M.Director Of Client Care & Financial Planner: B. T.. Explore Thinking Big Financial's employee directory with LeadIQ.

What industry does Thinking Big Financial belong to?

Minus sign iconPlus sign icon
Thinking Big Financial operates in the Investment Management industry.

What technology does Thinking Big Financial use?

Minus sign iconPlus sign icon
Thinking Big Financial's tech stack includes Facebook PixelNitroPackCloudflareCloudflare DNSCloudflare Bot ManagementAnimate.cssMonsterInsightsMagnific Popup.

What is Thinking Big Financial's email format?

Minus sign iconPlus sign icon
Thinking Big Financial's email format typically follows the pattern of First@thinkingbigfinancial.com. Find more Thinking Big Financial email formats with LeadIQ.

When was Thinking Big Financial founded?

Minus sign iconPlus sign icon
Thinking Big Financial was founded in 2017.

Thinking Big Financial

Investment ManagementNew York, United States2-10 Employees

Thinking Big Financial is a registered investment advisor in the state of New York. Owned and operated by Jim Marrocco, CFP® . Providing financial planning and investment management services to individuals, families and small business. Thinking Big Financial also caters to the LGBT community.

Section iconCompany Overview

Headquarters
New York, New York United States
NAICS Code
5239 - Other Financial Investment Activities
Founded
2017
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Thinking Big Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Thinking Big Financial's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.