How does 49 Financial help clients achieve their financial goals?

By partnering with the 49 Financial team, clients gain a clear understanding of their current financial situation and the steps needed to reach their goals. The advisors work to create a comprehensive plan that addresses all aspects of a client's finances, from investments to retirement planning and beyond.

What qualifications and expertise does the 49 Financial team have?

The 49 Financial team is composed of knowledgeable and experienced financial advisors who are dedicated to delivering trusted expertise to their clients. They leverage their collective knowledge and skills to provide tailored solutions that help clients achieve financial success.

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Integrations

Instantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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49 Financial

$2.6M revenue • 12 employees • 3711 S MoPac Expy Bldg 1 Suite 150, Austin, TX, 78746, United States

Last Updated Jan 4, 2026

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Company Overview

Company Name

49 Financial

Address

3711 S MoPac Expy Bldg 1 Suite 150, Austin, TX, 78746, United States

Website

49financial.com

Phone

(512) 241-7341

Approx. Annual Revenue

$2.6M

Employees

Established

2015

Google Reviews

5.0 (268 reviews)

Google Business Category

Financial planner

Locations

About 49 Financial

49 Financial is a comprehensive financial planning firm based in Austin, Texas, that provides services to individuals and businesses. The company's values-based approach aims to simplify the complex world of finance, helping clients achieve their financial goals through trusted expertise and personalized guidance.

Business Profile

Read from the 49 Financial website on Oct 12, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 7/10 · Current design and content; Includes disclaimers and compliance info

49 Financial locations

5 Google Business Profile listings.

Location	Google category	Reviews	Status
3711 S MoPac Expy Bldg 1 Suite 150, Austin, TXprimary	Financial planner	5.0 (268)	Claimed
820 Gessner Rd Suite 316, Houston, TX	Financial planner	5.0 (73)	Claimed
3101 Cobb Pkwy SE Ste 124, Atlanta, GA	Financial planner	4.9 (41)	Claimed
5001 Founders Dr Ste 100, Rogers, AR	Financial planner	5.0 (7)	Claimed
840 Apollo St #248/#279, El Segundo, CA	—	5.0 (7)	Claimed

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Frequently Asked Questions about 49 Financial

Technologies Used

Wordpress

Social Profiles

Key Decision Makers

Keith Andel Chief Financial Officer

Travis Penfi Founder & CEO

Travis Penfield CEO

Mary Calhoun Marketing Project Manager