Insights

Niche Market Focus ABGWealth serves a specialized segment within the financial services industry, emphasizing personalized retirement and financial planning, which presents an opportunity to offer tailored financial products and advanced advisory tools that enhance client engagement and satisfaction.

Small but Growing With a modest team of 2-10 employees and revenue estimates between 1 and 10 million dollars, the company appears to be in a growth phase, indicating potential for scalable solutions that support expansion, such as CRM systems, client onboarding platforms, or staff training technology.

Technology-Driven Approach ABGWealth utilizes various tech tools including MySQL, Google Analytics, and Cloudflare Bot Management, which suggests a readiness to adopt innovative, data-driven solutions for client management, cybersecurity, and digital marketing services.

Client Service Expansion Recent hire Raquel Bencosme hints at a focus on customer service excellence, offering opportunities to introduce client experience enhancement services like engagement analytics, personalized communication platforms, or client portal upgrades.

Competitive Landscape Operating within a market alongside giants like Charles Schwab and Fidelity, ABGWealth could benefit from niche-focused products or specialized advisory services, providing opportunities to differentiate through boutique financial offerings or innovative investment solutions.

ABGWealth Tech Stack

ABGWealth uses 8 technology products and services including MySQL, Twemoji, Lightbox, and more. Explore ABGWealth's tech stack below.

  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics
  • Stellar.js
    Web Tools And Plugins

ABGWealth's Email Address Formats

ABGWealth uses at least 1 format(s):
ABGWealth Email FormatsExamplePercentage
FLast@abgwealth.comJDoe@abgwealth.com
40%
First.Last@abgwealth.comJohn.Doe@abgwealth.com
10%
FLast@abgwealth.comJDoe@abgwealth.com
40%
First.Last@abgwealth.comJohn.Doe@abgwealth.com
10%

Frequently Asked Questions

Where is ABGWealth's headquarters located?

Minus sign iconPlus sign icon
ABGWealth's main headquarters is located at 3801 PGA Blvd, 600 Palm Beach Gardens, FL 33410, US. The company has employees across 1 continents, including North America.

What is ABGWealth's phone number?

Minus sign iconPlus sign icon
You can contact ABGWealth'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 ABGWealth's official website and social media links?

Minus sign iconPlus sign icon
ABGWealth's official website is abgwealth.com and has social profiles on LinkedIn.

What is ABGWealth's NAICS code?

Minus sign iconPlus sign icon
ABGWealth's NAICS code is 52 - Finance and Insurance.

How many employees does ABGWealth have currently?

Minus sign iconPlus sign icon
As of October 2025, ABGWealth has approximately 2 employees across 1 continents, including North America. Key team members include Director Of Business Development: M. R.. Explore ABGWealth's employee directory with LeadIQ.

What industry does ABGWealth belong to?

Minus sign iconPlus sign icon
ABGWealth operates in the Financial Services industry.

What technology does ABGWealth use?

Minus sign iconPlus sign icon
ABGWealth's tech stack includes MySQLTwemojiLightboxSwiperCloudflare Bot ManagementYouTubeGoogle AnalyticsStellar.js.

What is ABGWealth's email format?

Minus sign iconPlus sign icon
ABGWealth's email format typically follows the pattern of FLast@abgwealth.com. Find more ABGWealth email formats with LeadIQ.

ABGWealth

Financial ServicesUnited States2-10 Employees

Alpha Beta Gamma Wealth Management provides financial and retirement planning and implementation. Our team is comprised of experienced advisers and state of the art technology applications.

Alpha Beta Gamma Wealth Management is a registered investment advisor with the SEC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information referenced herein are from sources believed to be reliable but there is no guarantee that such information is reliable. Any opinions, news, research, analysis, prices or other information contained on this website is provided as general investment and market commentary and does not constitute investment advice. Alpha Beta Gamma Wealth Management shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data or other information, or for statements or errors contained in or omissions from the obtained data or other information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change, without notice. This site and the materials contained herein were created for informational purposes only; the opinions expressed herein are solely those of Alpha Beta Gamma Wealth Management.

Section iconCompany Overview

Headquarters
3801 PGA Blvd, 600 Palm Beach Gardens, FL 33410, US
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    ABGWealth's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    ABGWealth's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.