Insights

Mid-market Growth Wagner Financial operates with 11-50 employees and reported revenue between 10M and 25M, indicating a mid-market segment with growth potential for scalable financial services solutions such as advanced analytics, CRM enhancements, and security modernization.

Tech Stack Fit Adoption of modern web technologies (TypeScript, Module Federation, Google Fonts, Font Awesome) suggests openness to integration-friendly platforms and modular software, presenting opportunities for API-first fintech tooling, workflow automation, and secure front-end deployments.

Security & Compliance Inclusion of X-XSS-Protection and other front-end safeguards signals a priority on security, creating openings for enhanced threat monitoring, data protection services, and compliance-oriented solutions tailored to financial services.

Local Presence Headquartered in Ventura with a recent hire in Bismarck indicates geographic expansion or regional services, suggesting a need for regionalized client onboarding, local support infrastructure, and scalable operations to support multi-location clients.

Competitive Benchmarking Industry peers cited in the data (Ameriprise, Fidelity, Raymond James, Edward Jones, etc.) establish Wagner Financial in a competitive landscape, offering a path to position value through cost-effective technology, client experience upgrades, and outsourced back-office capabilities to differentiate services.

Similar companies to Wagner Financial

Wagner Financial Tech Stack

Wagner Financial uses 8 technology products and services including Module Federation, Cart Functionality, Font Awesome, and more. Explore Wagner Financial's tech stack below.

  • Module Federation
    Development
  • Cart Functionality
    E-commerce
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Lucide
    Font Scripts
  • Moment.js
    Javascript Libraries
  • TypeScript
    Programming Languages
  • X-XSS-Protection
    Security

Wagner Financial's Email Address Formats

Wagner Financial uses at least 4 email formats:
Wagner Financial Email FormatsExamplePercentage
FLast@wagner-financial.comJDoe@wagner-financial.com
47%
First.Last@wagner-financial.comJohn.Doe@wagner-financial.com
24%
First@wagner-financial.comJohn@wagner-financial.com
23%
F.Last@wagner-financial.comJ.Doe@wagner-financial.com
6%

Frequently Asked Questions

What is Wagner Financial's phone number?

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

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Wagner Financial's official website is wagner-financial.com and has social profiles on LinkedIn.

How much revenue does Wagner Financial generate?

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As of September 2026, Wagner Financial's annual revenue is estimated to be $10M - $25M.

What is Wagner Financial's NAICS code?

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

How many employees does Wagner Financial have currently?

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As of September 2026, Wagner Financial has approximately 17 employees across 1 continents, including North America. Key team members include Financial Planner: L. M. Explore Wagner Financial's employee directory with LeadIQ.

What industry does Wagner Financial belong to?

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Wagner Financial operates in the Financial Services industry.

What technology does Wagner Financial use?

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Wagner Financial's tech stack includes Module Federation, Cart Functionality, Font Awesome, Google Fonts API, Lucide, Moment.js, TypeScript and X-XSS-Protection.

What is Wagner Financial's email format?

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Wagner Financial's email format typically follows the pattern of FLast@wagner-financial.com. Find more Wagner Financial email formats with LeadIQ.
Wagner Financial logo

Wagner Financial

Financial ServicesCalifornia, United States11-50 Employees

Wagner Financial operates in the financial services sector and is based in Ventura, California. The company serves clients with a local presence at its Ventura address and supports a range of financial activities within the industry, employing a team typical of small to mid-sized firms in this space. Its activities include serving individuals or businesses in financial matters, with a focus on providing services that help clients manage and plan their financial affairs.

A recent development notes that Wagner Financial added Katie Brandner to its team, reflecting ongoing personnel changes typical of firms in this field. The organization sits among a broader ecosystem of well-established financial services firms, indicating it operates within a competitive market that includes large, nationwide providers. The location and structure suggest a regional focus aimed at delivering services to clients within California and surrounding areas.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Wagner Financial's revenue is estimated to be in the range of $10M - $25M

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