Stonewood Financial
Likely to Engage tag.Highly Engaged Employees

Financial Software · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

950 Breckenridge Ln Ste 130, Louisville,...

Phone Number

(502) 588-7155

Revenue

$6.4 Million

Industry

Financial Software Software Business Services Project Management Advertising Networks
ZI Rank: 1
Signal Type
Jan
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ZI Rank
2
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About Stonewood Financial

Stonewood Financial provides powerful software, marketing, and training solutions tailored for growth-minded financial advisors. Their offerings include tools for building better retirement plans, lead generation programs, and top-tier training events. With a focus on enhancing practice growth, Stonewood has trained over 8,000 advisors and has numerous industry partners. The company aims to help financial advisors achieve their best year ever through innovative resources and support.Explore more
Stonewood Financial's Social MediaPopular Searchesstonewood financial LLCStonewood FinancialStonewood Financial LtdStonewood Financial - LLCStonewood Financial SolutionsSIC Code 73,737NAICS Code 54,541Show more

Stonewood Financial Org Chart

Rebecca Swansburg, Chief Executive Officer at Stonewood Financial
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Chief Executive Officer

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Neil Wilding, Chief Operating Officer at Stonewood Financial
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonewood Financial

$6.4M
11-50
Private
-
2003
$16.5M
11-50
Private
<$5M
1992
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
$6.1M
11-50
Private
-
1990
AM
Albert MayerVice President, Underwriting
$6.1M
11-50
Private
-
2001
$5.4M
11-50
Private
<$5M
2000
JD
Jeff DeutschCompliance General Counsel
<$5M
1-10
Private
-
2013
CD
Cameron DolanVideo Content Intern
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Stonewood Financial is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

Stonewood Financial Tech Stack

A closer look at the technologies used by Stonewood Financial

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Frequently Asked Questions Regarding Stonewood Financial

What is Stonewood Financial's official website?
Stonewood Financial's official website is www.stonewoodfinancial.com
What is Stonewood Financial's Revenue?
Stonewood Financial's revenue is $6.4 Million
What is Stonewood Financial's SIC code?
Stonewood Financial's SIC: 73,737
What is Stonewood Financial's NAICS code?
Stonewood Financial's NAICS: 54,541
How many employees does Stonewood Financial have?
Stonewood Financial has 11-50 employees
What industry does Stonewood Financial belong to?
Stonewood Financial is in the industry of: Financial Software, Software, Business Services
What is Stonewood Financial competition?
Stonewood Financial top competitors include: KazSource, BeamaLife, Welcome Funds, Fasano Associates
What technology does Stonewood Financial use?
Some of the popular technologies that Stonewood Financial uses are: WordPress.org, PHP, Bullhorn, AppRiver
How do I contact Stonewood Financial?
Stonewood Financial contact info: Phone number: (502) 588-7155 Website: www.stonewoodfinancial.com
What does Stonewood Financial do?

Stonewood Financial provides powerful software, marketing, and training solutions tailored for growth-minded financial advisors. Their offerings include tools for building better retirement plans, lead generation programs, and top-tier training events. With a focus on enhancing practice growth, Stonewood has trained over 8,000 advisors and has nume... rous industry partners. The company aims to help financial advisors achieve their best year ever through innovative resources and support.Read More

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

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