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CSI Financial Group Logo
CSI Financial Group CB Rank
999859
Heat Score
30
CSI Financial Group works in a partnership with Financial Advisors that share the desire for increasing production.
Founded
obfuscation
Private Phoenix, Arizona, United States11-50 www.csifg.com/
Financial Services
Overview

CSI Financial Group
Heat Score
30

Growth Score
pts
in past quarter
Heat Score 30
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About CSI Financial Group

CB Rank
999859
CSI Financial Group works in a partnership with Financial Advisors that share the desire for increasing production.
Founded
obfuscation
Private Phoenix, Arizona, United States11-50 www.csifg.com/
Financial Services

Details

Legal Name CSI Financial Group, LLC
Operating Status Active
Company Type For Profit
Founders  Carter Wilcoxson
Phone Number 888-316-6040
Contact Email info@csifg.com
Predictions & Insights

Growth Insight

See this Growth Insight
CSI Financial Group is
Lorem
 to be growing
Top Contributing Factors
Customer Growth

Growth Prediction

See this Growth Prediction

Products & Services

Advisor Strategies
A service that assists financial advisors in developing and implementing strategies to increase production and manage client financial plans.
Estate Planning
A service that helps clients organize and manage the distribution of their assets and property during their lifetime and after death.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 11
News

News and Press

News•Jul 28, 2025
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News•Jul 23, 2025
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News•Jul 2, 2025
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News•Jul 2, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

56
-31.71%
 in past month

IT Spend

$2.8MThis year, CSI Financial Group is projected to spend $2.8M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Apple (AAPL) Logo
Apple (AAPL)
93
Non-Sufficient Funds (NSF) Logo
Non-Sufficient Funds (NSF)
90
Cost of Living Calculator Logo
Cost of Living Calculator
84

Active Website Tech Count

26CSI Financial Group is actively using 26 technologies for its website, according to BuiltWith. These include Google Font API, Google Tag Manager, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is CSI Financial Group's headquarters? CSI Financial Group is located in Phoenix, Arizona, United States.Who are CSI Financial Group's competitors? Alternatives and possible competitors to CSI Financial Group may include Principal Financial Group, LPL Financial, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
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