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The Emerald Financial Group Logo
The Emerald Financial Group CB Rank
1450889
Heat Score
46
The Emerald Financial Group provides financial planning, retirement planning, insurance, employee benefits & investment management services.
Founded
obfuscation
Private Boca Raton, Florida, United States1-10 www.emerald-financialgroup.com
Employee Benefits
Financial Services
Insurance
Retirement
Overview

The Emerald Financial Group
Heat Score
46

Growth Score
pts
in past quarter
Heat Score 46
-7 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
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About The Emerald Financial Group

CB Rank
1450889
The Emerald Financial Group provides financial planning, retirement planning, insurance, employee benefits & investment management services.
Founded
obfuscation
Private Boca Raton, Florida, United States1-10 www.emerald-financialgroup.com
Employee Benefits
Financial Services
Insurance
Retirement

Details

Operating Status Active
Company Type For Profit
Phone Number +1-561-437-6500
Contact Email efg@emerald-financialgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Service to create comprehensive financial strategies tailored to individual or family goals, covering budgeting, saving, and investment planning.
Retirement Planning
Service focused on preparing clients for retirement by managing savings, investments, and income sources to ensure financial security in later years.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 8
News
Technology
View Tech Report

IT Spend

$92.1KThis year, The Emerald Financial Group is projected to spend $92.1K on IT, according to Aberdeen.

Actively Used Products

21The Emerald Financial Group uses 21 technology products and services including HTML5, Lightbox, and  Google Fonts, according to G2 Stack.

Active Website Tech Count

22The Emerald Financial Group is actively using 22 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is The Emerald Financial Group's headquarters? The Emerald Financial Group is located in Boca Raton, Florida, United States.Who are The Emerald Financial Group's competitors? Alternatives and possible competitors to The Emerald Financial Group may include HighTower Advisors, LPL Financial, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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