Insights

Growing FinTech Sector CFA Society San Francisco's diverse membership includes professionals in rapidly growing sectors like FinTech and ESG investment, presenting an opportunity to offer specialized services or solutions tailored to these segments.

Leadership Change Hiring Jennifer Henry as the new president indicates a strategic focus on leadership and growth. Establishing connections or partnerships through this leadership change can open doors for collaboration and business relationships.

Large & Diverse Membership With 3,600 investment professionals in various sectors, CFA Society San Francisco offers a vast network for potential partnerships, investments, or service provision, leveraging their diverse expertise to meet different client needs.

High Revenue Potential With a revenue range of $100M - 1B, CFA Society San Francisco signifies significant financial resources and potential for high-value engagements or sales. Tailoring offerings to match this level of financial capacity can yield lucrative opportunities.

Focus on Career Development The Society provides career development programs, presenting an avenue to engage with professionals looking to enhance their skills or advance in their careers. Offering relevant training or services can lead to targeted sales for skill development and advancement.

CFA Society San Francisco Tech Stack

CFA Society San Francisco uses 8 technology products and services including Google Analytics, Font Awesome, jQuery UI, and more. Explore CFA Society San Francisco's tech stack below.

  • Google Analytics
    Analytics
  • Font Awesome
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Amazon Web Services
    Platform As A Service
  • New Relic
    Real User Monitoring
  • Bootstrap
    UI Frameworks
  • Microsoft ASP.NET
    Web Frameworks

CFA Society San Francisco's Email Address Formats

CFA Society San Francisco uses at least 1 format(s):
CFA Society San Francisco Email FormatsExamplePercentage
First@cfa-sf.orgJohn@cfa-sf.org
46%
FirstL@cfa-sf.orgJohnD@cfa-sf.org
4%
First@cfa-sf.orgJohn@cfa-sf.org
46%
FirstL@cfa-sf.orgJohnD@cfa-sf.org
4%

Frequently Asked Questions

Where is CFA Society San Francisco's headquarters located?

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CFA Society San Francisco's main headquarters is located at 201 Spear St Suite 1100 San Francisco, California 94105 US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is CFA Society San Francisco's phone number?

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You can contact CFA Society San Francisco's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFA Society San Francisco's official website and social media links?

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CFA Society San Francisco's official website is cfa-sf.org and has social profiles on LinkedIn.

What is CFA Society San Francisco's SIC code?

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CFA Society San Francisco's SIC code is 7389 - Business Services, Not Elsewhere Classified.

How many employees does CFA Society San Francisco have currently?

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As of January 2025, CFA Society San Francisco has approximately 12 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: A. B.Chief Executive Officer: A. O.Chief Executive Officer: E. G.. Explore CFA Society San Francisco's employee directory with LeadIQ.

What industry does CFA Society San Francisco belong to?

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CFA Society San Francisco operates in the Non-profit Organizations industry.

What technology does CFA Society San Francisco use?

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CFA Society San Francisco's tech stack includes Google AnalyticsFont AwesomejQuery UIjQueryAmazon Web ServicesNew RelicBootstrapMicrosoft ASP.NET.

What is CFA Society San Francisco's email format?

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CFA Society San Francisco's email format typically follows the pattern of . Find more CFA Society San Francisco email formats with LeadIQ.

When was CFA Society San Francisco founded?

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CFA Society San Francisco was founded in 1929.
CFA Society San Francisco

CFA Society San Francisco

Non-profit OrganizationsCalifornia, United States11-50 Employees

CFA Society San Francisco has played a leading role in Bay Area financial life for over 90 years. Today, the Society's 3,600 members work throughout the greater Bay Area in asset and wealth management, banking, corporate finance, academia, philanthropy, treasury, risk management, and other traditional investment sectors as well as the growing sectors: FinTech, data science, private equity, venture capital, and ESG investment.

CFA Society San Francisco is the 8th largest society among the more the 150 CFA Societies worldwide and one of the most diverse. With a membership of 3,600 investment professionals in the greater San Francisco Bay Area, CFA Society San Francisco provides constituents with leading-edge educational events, corporate presentations, career development programs, and networking opportunities.

Section iconCompany Overview

Headquarters
201 Spear St Suite 1100 San Francisco, California 94105 US
Phone number
Website
cfa-sf.org
SIC Code
7389 - Business Services, Not Elsewhere Classified
Founded
1929
Employees
11-50

Section iconFunding & Financials

  • $100M$1B

    CFA Society San Francisco's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    CFA Society San Francisco's revenue is in the range of $100M$1B

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