Magellan Financial & Insurance Services, Inc. Tech Stack

Annuity distribution and advisor growth platform for independent financial advisors

Financial Services Topeka, Kansas 51–200 employees Founded 2002 Privately Held

Magellan Financial partners exclusively with independent advisory firms to accelerate growth through annuity strategies and multi-channel marketing. The tech stack reveals a sales and marketing-focused operation: Redtail CRM anchors advisor relationship management, while Salesforce, Meta Ads, Google Ads, and SendGrid drive prospecting and lead nurturing. The hiring mix—finance and sales roles dominating, with design and marketing support—indicates a business model centered on converting advisor interest into booked business, though internal pain points around cold prospecting effort and slow deliverable turnaround suggest operational friction in scaling client acquisition.

Tech Stack 29 technologies

Core StackAWS Azure AD Adobe Creative Cloud Figma Monday.com Jira Asana QuickBooks Zoom Canva Airtable Python Google Ads SendGrid Looker Tableau Power BI Google Analytics Zapier n8n Salesforce Redtail CRM Azure Lacerte Hootsuite Vimeo Entra PowerShell Meta Ads Manager

What Magellan Financial & Insurance Services, Inc. Is Building

◆Challenges

Converting planning interest into relationships
Cold prospecting
High prospecting effort
Delayed meeting prep
Slow deliverable turnaround
Converting firm-fed appointments

▲Active Projects

Bi-weekly client workshops
Retirement workshops
Client events

Hiring Activity

Accelerating9 roles · 8 in 30d

Department

Finance

Sales

Design

Marketing

Operations

Ops

Seniority

Mid

Junior

Senior

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About Magellan Financial & Insurance Services, Inc.

Magellan Financial operates as an advisor distribution partner and affiliated RIA (Foundations Investment Advisors), serving independent advisory firms across the United States. The company was founded in 2002 and is based in Topeka, Kansas. Core offerings include fixed-indexed annuity distribution, annuity case design, wealth-management lead generation, RIA partnership capital, and M&A advisory services. The organization runs bi-weekly client workshops, retirement planning workshops, and client events as primary go-to-market channels. With 51–200 employees and active hiring across finance, sales, and marketing, Magellan operates as a sales-driven firm targeting high-net-worth client acquisition and advisor recruiting for its partner network.

HeadquartersTopeka, Kansas

Company Size51–200 employees

Founded2002

Hiring MarketsUnited States

Frequently Asked Questions

What CRM does Magellan Financial use?

Magellan uses Redtail CRM as its primary advisor relationship management platform, supported by Salesforce, Meta Ads Manager, Google Ads, and SendGrid for lead capture and nurturing workflows.

Where is Magellan Financial headquartered?

Magellan Financial is headquartered in Topeka, Kansas, and was founded in 2002. It operates as a privately held advisor distribution partner with an affiliated SEC-registered RIA.

How this profile is built

Magellan Financial & Insurance Services, Inc.'s technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.