Mainsail Financial Group

$403.9MAssets under management
as of Sep 2026 · SEC Form ADV
Bellevue, WA
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Tech stack

No one at Mainsail Financial Group has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Mainsail Financial Group's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $186M held · filed Oct 2024
Fidelity
Per Form ADV · $6M held · filed Oct 2024