49financial.com Financial Services Founded 2015

49 Wealth Management, LLC d/b/a 49 Financial Email Finder — Find Small Wealth Management / Financial Planning Contacts | Signal Plug

49 Financial is an SEC-registered independent investment advisory firm (RIA) offering comprehensive, holistic financial planning to individuals, business owners, executives, pre-retirees, retirees, and high-net-worth clients. Founded in 2015 within a Fortune 500 company and becoming fully independent in 2019, the firm operates a team-based advisory model with offices across multiple U.S. cities including Kansas City, Dallas, Houston, Atlanta, Charlotte, Jacksonville, Los Angeles, Northwest Arkansas, Austin, Minnesota, and Ohio. The firm uses Charles Schwab & Co. as its primary custodian, providing clients access to a full range of investment products including stocks, mutual funds, bonds, ETFs, and CDs. 49 Financial emphasizes values-based planning centered on its motto 'Two are Better than One' and serves clients through integrated-care approaches encompassing estate planning, tax strategies, and charitable giving. Signal Plug searches live against 49financial.com's mail server to find and verify email addresses for any 49 Wealth Management, LLC d/b/a 49 Financial employee.

Financial Services Wealth Management / Financial Planning Charlotte Small Moderate
Employees51–200
Founded2015
HeadquartersCharlotte, North Carolina

Find Email Addresses at 49 Wealth Management, LLC d/b/a 49 Financial

Signal Plug searches live against 49financial.com's mail server — not a static database. Get a verified email for any 49 Wealth Management, LLC d/b/a 49 Financial employee with confidence score in under 2 seconds.

94% accuracy · No credit card required · 10 free searches/month

Company Details

Sub-Industry
Wealth Management / Financial Planning
Headquarters
Charlotte, North Carolina
Company Size
51–200 employees
Founded
2015
Type
Private

About 49 Wealth Management, LLC d/b/a 49 Financial

49 Financial is an SEC-registered independent investment advisory firm (RIA) offering comprehensive, holistic financial planning to individuals, business owners, executives, pre-retirees, retirees, and high-net-worth clients. Founded in 2015 within a Fortune 500 company and becoming fully independent in 2019, the firm operates a team-based advisory model with offices across multiple U.S. cities including Kansas City, Dallas, Houston, Atlanta, Charlotte, Jacksonville, Los Angeles, Northwest Arkansas, Austin, Minnesota, and Ohio. The firm uses Charles Schwab & Co. as its primary custodian, providing clients access to a full range of investment products including stocks, mutual funds, bonds, ETFs, and CDs. 49 Financial emphasizes values-based planning centered on its motto 'Two are Better than One' and serves clients through integrated-care approaches encompassing estate planning, tax strategies, and charitable giving.

Products & Services

  • Comprehensive financial planning
  • Investment management
  • Retirement planning
  • Estate planning
  • Tax strategies
  • Charitable giving planning

Leadership Team

TP
Travis Penfield
CEO

Email Format at 49 Wealth Management, LLC d/b/a 49 Financial (49financial.com)

The most commonly verified format at 49 Wealth Management, LLC d/b/a 49 Financial:

High Confidence
firstname.lastname@49financial.com — e.g. john.doe@49financial.com

Secondary format also observed: firstname@49financial.com

Signal Plug tests all common patterns against 49 Wealth Management, LLC d/b/a 49 Financial's live mail server and returns whichever passes the SMTP check.

Run a live search for 49 Wealth Management, LLC d/b/a 49 Financial →

Sales Intelligence — 49 Wealth Management, LLC d/b/a 49 Financial

Data-driven signals to help you prospect 49 Wealth Management, LLC d/b/a 49 Financial effectively.

Ideal Customer Profile

Key Buyer Titles

Founder & CEO President EVP of Planning Financial Advisors Operations leadership

Primary Contact

Founder & CEO

Best Outreach Timing

Local — Charlotte

Tuesday–Thursday, 9am–11am

Growth Signals

Moderate Hiring
Niche / Emerging

Market Peers

Financial Services (national)216+ companies

How 49 Wealth Management, LLC d/b/a 49 Financial Has Grown — Headcount History (2015–2026)

From 1 employees in 2015 to ~125 in 2026.

Founded2015
Est. Current~125 employees
Growth StageSmall

How to Find Email Addresses at 49 Wealth Management, LLC d/b/a 49 Financial

Signal Plug performs live SMTP verification against 49financial.com's mail server — not a static scraped database — which means results reflect the real, current state of 49 Wealth Management, LLC d/b/a 49 Financial's email infrastructure. Here's how to run a lookup:

  1. 1

    Create a free account

    Sign up at Signal Plug in under 30 seconds. No credit card required. The Free plan includes 10 searches per month so you can test the tool with real 49 Wealth Management, LLC d/b/a 49 Financial contacts before upgrading.

  2. 2

    Enter the contact's name

    Type the first and last name of the 49 Wealth Management, LLC d/b/a 49 Financial employee you want to reach. Signal Plug handles all seniority levels, from C-suite to individual contributors.

  3. 3

    Enter the domain

    Use 49financial.com. Signal Plug tests all common naming patterns automatically and returns only the format that passes the SMTP check.

  4. 4

    Get a verified result

    Signal Plug returns an email address with a confidence score (0–100) and deliverability status (Valid, Risky, or Catch-all) within 2 seconds. The confidence score tells you how reliable the result is before you use it.

  5. 5

    Export and use

    One-click CSV export lets you bring 49 Wealth Management, LLC d/b/a 49 Financial contacts into Salesforce, HubSpot, Outreach, Lemlist, or any other tool in your stack. Growth and Scale plan users can run bulk lookups across an entire list of 49 Wealth Management, LLC d/b/a 49 Financial names in a single batch.

49 Wealth Management, LLC d/b/a 49 Financial vs. Competitors — Competitive Landscape

49 Wealth Management, LLC d/b/a 49 Financial competes directly with Northwestern Mutual, Edward Jones, Merrill Lynch Wealth Management and others in the Financial Services space.

49 Wealth Management, LLC d/b/a 49 Financial vs. Northwestern Mutual, Edward Jones, Merrill Lynch Wealth Management — Quick Comparison

Company Size Tier Focus Email Format
49 Wealth Management, LLC d/b/a 49 Financial 51–200 Small Wealth Management / Financial Planning firstname.lastname
Northwestern Mutual firstname.lastname
Edward Jones firstname.lastname
Merrill Lynch Wealth Management firstname.lastname
Fisher Investments firstname.lastname
Baird firstname.lastname

Companies Similar to 49 Wealth Management, LLC d/b/a 49 Financial

Based on industry, headcount tier, and growth signals, these companies share a similar profile:

Common 49 Wealth Management, LLC d/b/a 49 Financial Contacts to Search

Whether you're running outbound sales, recruiting, or building a partnership list, these are the roles most frequently contacted at Financial Services like 49 Wealth Management, LLC d/b/a 49 Financial.

Based on 49 Wealth Management, LLC d/b/a 49 Financial's profile, the highest-value contacts for outbound are:

Founder & CEO President EVP of Planning Financial Advisors
Founder & CEO President EVP of Planning Financial Advisors Operations leadership

Signal Plug works for any role at any seniority level at 49financial.com. If you have a name and the domain, you can find a verified email.

49 Wealth Management, LLC d/b/a 49 Financial — Sales Funnel Fit Score

How well 49 Wealth Management, LLC d/b/a 49 Financial fits a typical B2B outbound pipeline, based on available signals.

63 /100

Strong Fit

Funnel Fit Score

ICP Match
25/25
Outreach Timing
4/10
Hiring Signal
10/20
AI Signal
0/10
Deal Size
14/20
Data Confidence
10/15

Why Use Signal Plug for 49 Wealth Management, LLC d/b/a 49 Financial Email Lookup

Most email finder tools pull from static databases of scraped email addresses. These databases go stale as people change jobs and companies update their email infrastructure. Signal Plug takes a different approach: every search performs a live check against 49financial.com's mail server using SMTP verification. This means results reflect the current state of 49 Wealth Management, LLC d/b/a 49 Financial's email system — not a cached result from months or years ago.

Signal Plug enriches every result with supporting data: a confidence score (0–100), deliverability status (Valid, Risky, or Catch-all), job title where available, and LinkedIn profile URL. This context helps you prioritize which 49 Wealth Management, LLC d/b/a 49 Financial contacts to email first and personalize your outreach before you hit send. Given 49 Wealth Management, LLC d/b/a 49 Financial's small footprint (51–200 employees), Growth plan users at $149/month get the search volume needed for a full account campaign. Plans start at $29/month for 500 searches — no annual contracts or seat fees.

Frequently Asked Questions — 49 Wealth Management, LLC d/b/a 49 Financial

How accurate are Signal Plug results for 49 Wealth Management, LLC d/b/a 49 Financial?

Signal Plug performs a live SMTP check against 49financial.com's mail server for every query — not a static database lookup. Our platform-wide accuracy rate is 94%. Each result comes with a confidence score (0–100) so you can gauge reliability before using the address.

How many 49 Wealth Management, LLC d/b/a 49 Financial contacts can I search per month?

Free plan: 10 searches. Starter ($29/mo): 500. Growth ($149/mo): 2,000. Scale ($299/mo): 5,000. No company-specific caps.

Does Signal Plug store employee email addresses from 49 Wealth Management, LLC d/b/a 49 Financial?

No. Signal Plug generates and verifies emails in real time via SMTP checks — no static database of 49 Wealth Management, LLC d/b/a 49 Financial employee emails is maintained.

Can I search multiple 49 Wealth Management, LLC d/b/a 49 Financial contacts at once?

Yes. Growth and Scale plan users can upload a CSV of names and run bulk lookups against 49financial.com in a single batch.

What is 49 Financial?

49 Financial is an SEC-registered independent investment advisory firm (RIA) offering comprehensive, values-based financial planning services.

Who founded 49 Financial?

Travis Penfield founded 49 Financial in 2015.

Where does 49 Financial have offices?

The firm has offices in Kansas City, Northwest Arkansas, Charlotte, Atlanta, Jacksonville, Dallas, Austin, Houston, Los Angeles, Minnesota, and Ohio.

What custodian does 49 Financial use?

49 Financial uses Charles Schwab & Co., Inc. as its primary custodian for client accounts.

Related Email Finder Guides

Find Email Addresses at 49 Wealth Management, LLC d/b/a 49 Financial

Signal Plug searches in real time against 49financial.com's mail server to find and verify email addresses for 49 Wealth Management, LLC d/b/a 49 Financial employees. Enter a name, enter the domain, get a verified result with a confidence score in under 2 seconds.

Start finding emails free →

10 free searches · No credit card required · Upgrade from $29/month