Shepherd Financial
Likely to Engage tag.Highly Engaged Employees

Finance · Indiana, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

111 Congressional Blvd Ste 100, Carmel, ...

Phone Number

(317) 975-5033

Revenue

<$5 Million

Industry

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

About Shepherd Financial

Advisory services offered through Shepherd Financial Investment Advisory, LLC, Lincoln Investment Planning, LLC, or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA / SIPC . www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment. This site has been prepared solely for information purposes and is not intended to be a solicitation, offer, or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts, and its Financial Representatives may only transact business in a particular state if first registereRead more
Shepherd Financial's Social MediaPopular SearchesShepherd FinancialShepherd Financial LLCShepherd Financial Group LLCShepherd Financial ServicesShepherd Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Shepherd Financial Org Chart

PhoneEmail
LS
United States flag for contact location.

Executive Partner & President, Retirement Pla...

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

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

Is Shepherd 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 Shepherd Financial

Compare insights from companies similar to Shepherd 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

Shepherd Financial

<$5M
11-50
Private
-
2009
LS
Leah SylvesterExecutive Partner & President, Retirement Plans
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
11-50
Private
<$5M
1994
FW
Fredric WilliamsManaging Director
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Shepherd Financial Tech Stack

A closer look at the technologies used by Shepherd Financial

Most Recent Scoops

Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to asset management. The organization is currently evaluating various vendors.
Asset Management, Financial Planning, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, has completed initiatives related to data storage and management within the last twelve months.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to financial reporting.
Accounting, Financial Planning, Financial Reporting, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, has completed initiatives related to financial processes automation within the last twelve months.
Automation, Financial Planning, Financial Systems, Finance, Financial Strategy
Project
CRM, Financial Planning, Sales, Finance, Financial Strategy
See more scoops

Shepherd Financial News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding Shepherd Financial

What is Shepherd Financial's official website?
Shepherd Financial's official website is www.shepherdfin.com
What is Shepherd Financial's Revenue?
Shepherd Financial's revenue is <$5 Million
What is Shepherd Financial's SIC code?
Shepherd Financial's SIC: 62,628
What is Shepherd Financial's NAICS code?
Shepherd Financial's NAICS: 52,523
How many employees does Shepherd Financial have?
Shepherd Financial has 11-50 employees
What industry does Shepherd Financial belong to?
Shepherd Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Shepherd Financial competition?
Shepherd Financial top competitors include: Wealth Advisory Services, OWL Private Wealth Advisors, Port Advisors, Southbridge Advisors
What technology does Shepherd Financial use?
Some of the popular technologies that Shepherd Financial uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud Web Serving
How do I contact Shepherd Financial?
Shepherd Financial contact info: Phone number: (317) 975-5033 Website: www.shepherdfin.com
What does Shepherd Financial do?

Advisory services offered through Shepherd Financial Investment Advisory, LLC, Lincoln Investment Planning, LLC, or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA / SIPC . www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, L... LC are independent of and not affiliated with Capital Analysts or Lincoln Investment. This site has been prepared solely for information purposes and is not intended to be a solicitation, offer, or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts, and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of the websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by, The Lincoln Investment Companies.Read More

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