XML Financial Group

xmlfg.com

financial services

xmlfg.com

Rockville, Maryland, United States

11-50 employees

3638000 revenue

LinkedIn Profile

About XML Financial Group

financial planning, retirement planning, plan design, tax strategies, insurance planning, investment management, wealth management, client resources, financial goals alignment, asset management, team collaboration, asset allocation, community outreach programs, tax planning, financial services, regulatory compliance, client testimonials, risk mitigation, holistic analysis, regular portfolio reviews

XML Financial Group's Tech Stack

AI/ML

Decision Makers at XML Financial Group

2 contacts

Caite Stevens

Chief Technology Officer, Chief Information Security Officer

c***@xmlfg.com Sign up to view

Brett Bernstein

CEO & Co-founder

b***@xmlfg.com Sign up to view

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28 technologies detected · 2 decision makers · Emails available

Sales Outreach Angle

HubSpot users typically run inbound-led sales motions. Products that integrate with HubSpot (email automation, CRM enrichment, ABM platforms) are natural fits.

XML Financial Group's Position in the StackWho Database

• XML Financial Group is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 4,819 companies in Maryland are in the StackWho database.
• 7,667 financial services companies are in the 11-50 employee range (same size as XML Financial Group).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does XML Financial Group use?

XML Financial Group uses Rackspace MailGun, Outlook, Pardot, Microsoft Office 365, Amazon AWS, WP Engine, and 22 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at XML Financial Group?

StackWho has verified email addresses for 2 decision makers at XML Financial Group. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach XML Financial Group directly for sales, recruiting, or partnerships.

What industry is XML Financial Group in?

XML Financial Group operates in the financial services industry, headquartered in Rockville, Maryland, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export XML Financial Group's contact data?

Yes. StackWho Pro members can export decision maker contact data for XML Financial Group and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.