XML Financial Group
Finance · Virginia, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
7600 Leesburg Pike Ste 120, Falls Church...Phone Number
(800) 842-8834Website
www.xmlfg.comRevenue
$6.2 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
2
2
2
About XML Financial Group
XML Financial Group is an independent financial services and wealth management firm, with offices in Maryland and Virginia. The financial consultants at XML deliver a first-class experience that addresses asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including plan design assistance and forecasting), and traditional investment management.Explore more
XML Financial Group Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is XML Financial Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if XML Financial Group is spiking on competitors!
Check if XML Financial Group has recently received funding, and reach out quickly before it becomes old news!
XML Financial Group, which may be a good buyer, showed buying intent in Masked Content Topic
Website visits: Recent activity has been detected on your website
Click to see if XML Financial Group had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at XML Financial Group
Product Launch: Get notified when XML Financial Group launches new products
Funding: Get notified immidiatlly once XML Financial Group has new funding data
Earning: See what the market has to say on XML Financial Group recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to XML Financial Group
Compare insights from companies similar to XML Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
XML Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
XML Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about XML Financial Group.
XML Financial Group Tech Stack
A closer look at the technologies used by XML Financial Group
Most Recent Scoops
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to budget creation and management.
Financial Planning, Business Finance, Finance, Financial Operations, Financial Strategy
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to forecasting.
Financial Planning, Forecasting, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to debt and equity.
Financial Planning, Compensation & Benefits, Employee Relations, Workforce Management, Business Finance, Finance, Financial Strategy, Financing & Debt
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to board reporting. The organization is currently evaluating OnBoard.
Business Intelligence, Financial Planning, Board of Directors, Financial Reporting, Finance, Financial Strategy
Project
Accounting, Financial Planning, Financial Reporting, Finance, Financial Strategy
XML Financial Group News & Media
XML Announces Launch of New XML Women Website & Relaunch of XML Women Division
Rebranded platform to deliver tailored education, planning and community support Rebranded platform to deliver tailored education, planning and community supportXML Financial Group Promotes Two Wealth Advisors to Partner
Professional advancement remains core pillar of XML’s culture and mission Professional advancement remains core pillar of XML’s culture and missionXML Financial Group Named to Newsweek’s List of America’s Top Financial Advisory Firms 2025
RIA Firm Recognized for Its Commitment to a Client-First Approach and Tailored Wealth Management RIA Firm Recognized for Its Commitment to a Client-First Approach and Tailored Wealth ManagementXML Financial Group Named to Forbes 2024 Top RIA Firms List
RIA Firm Recognized for the Second Consecutive Year Among Top 250 RIAs in the U.S. RIA Firm Recognized for the Second Consecutive Year Among Top 250 RIAs in the U.S.
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding XML Financial Group
Sign Up For FreeTo access detailed company insights
XML Financial Group is an independent financial services and wealth management firm, with offices in Maryland and Virginia. The financial consultants at XML deliver a first-class experience that addresses asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including p... Read More
