Primary Financial

Finance · Ohio, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

6640 Riverside Dr Ste 430, Dublin, Ohio,...

Phone Number

(614) 825-9390

Revenue

$16.8 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
1
1
1
1

About Primary Financial

Primary Financial is a Credit Union Service Organization that specializes in facilitating investment opportunities through products like SimpliCD. They offer services such as issuing certificates of deposit (CDs) and accepting brokered deposits, primarily targeting credit unions and their members. The company aims to simplify the investment process, making it accessible and efficient for clients. With a focus on safety and soundness, Primary Financial is committed to providing reliable financial solutions.Explore more
Primary Financial's Social MediaPopular SearchesPrimary Financial Company LLCPrimary Financial CoPrimary FinancialPrimary Financial - CorpPrimary Financial - IncSIC Code 62,621NAICS Code 52,523Show more

Primary Financial Org Chart

CL
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
JP
United States flag for contact location.

Vice President, Director of Trading

PhoneEmail
TR
United States flag for contact location.

Primary Vice President, Operations & Administ...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
AP
United States flag for contact location.

Senior Financial Services Specialist

PhoneEmail
SS
United States flag for contact location.

Financial Operations Specialist

PhoneEmail
VP
United States flag for contact location.

Financial Services Specialist

PhoneEmail
JC
United States flag for contact location.

Financial Services Specialist

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
LE
United States flag for contact location.

Financial Operations Specialist

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Primary Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Primary Financial

Compare insights from companies similar to Primary Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Primary Financial

$16.8M
11-50
Private
-
1996
CL
Christopher LewisPresident & CEO
$16.3M
11-50
Private
-
1924
ML
Mathew LittyVice President, Director of Commercial Lending
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1974
SM
Stacey MillsPresident & CEO
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Primary Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Primary Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Primary Financial.

Primary Financial Tech Stack

A closer look at the technologies used by Primary Financial

Top Finance Companies

Frequently Asked Questions Regarding Primary Financial

What is Primary Financial's official website?
Primary Financial's official website is www.epfc.com
What is Primary Financial's Revenue?
Primary Financial's revenue is $16.8 Million
What is Primary Financial's SIC code?
Primary Financial's SIC: 62,621
What is Primary Financial's NAICS code?
Primary Financial's NAICS: 52,523
How many employees does Primary Financial have?
Primary Financial has 11-50 employees
What industry does Primary Financial belong to?
Primary Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Primary Financial competition?
Primary Financial top competitors include: RatesAndInfo, Welcome Federal Credit Union, Education First Credit Union, Bank Of Walterboro
What technology does Primary Financial use?
Some of the popular technologies that Primary Financial uses are: DocuSign, Google Font API, YouTube, Microsoft 365
How do I contact Primary Financial?
Primary Financial contact info: Phone number: (614) 825-9390 Website: www.epfc.com
What does Primary Financial do?

Primary Financial is a Credit Union Service Organization that specializes in facilitating investment opportunities through products like SimpliCD. They offer services such as issuing certificates of deposit (CDs) and accepting brokered deposits, primarily targeting credit unions and their members. The company aims to simplify the investment process... , making it accessible and efficient for clients. With a focus on safety and soundness, Primary Financial is committed to providing reliable financial solutions.Read More

What are Primary Financial social media links?
Primary Financial Linkedin page Primary Financial Twitter page
Is Primary Financial a public company?
Primary Financial is private company therefore does not currently have an official ticker symbol
See more information about Primary Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.