Active Wealth Management
Financial ServicesCanada2-10 Employees
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Insights
Market Potential Active Wealth Management operates within the financial services industry in California, a region with high financial activity, presenting opportunities for targeted financial technology and client acquisition solutions.
Financial Scale With revenue ranging between 1 million and 10 million dollars and a small team of 2 to 10 employees, the company may need scalable, cost-effective solutions to support growth and operational efficiency.
Technology Stack The company's use of modern web technologies and APIs indicates a focus on digital engagement, opening doors for partnerships in fintech tools, digital marketing, and web optimization services.
Growth Opportunities Recent financial data suggests potential for expansion or upselling of advanced financial analytics, CRM enhancements, or cybersecurity solutions to support their service offerings.
Competitive Landscape Compared to larger firms like Carlson Investments, Active Wealth Management is smaller but operates in a competitive environment, highlighting opportunities for tailored solutions that improve operational agility and client experience.
Active Wealth Management Tech Stack
Active Wealth Management uses 8 technology products and services including RSS, Google Fonts API, JSON-LD, and more. Explore Active Wealth Management's tech stack below.
- RSSContent Management System
- Google Fonts APIFont Scripts
- JSON-LDJavascript Frameworks
- ModernizrJavascript Libraries
- SWFObjectMiscellaneous
- ZURB FoundationUI Frameworks
- Apache HTTP ServerWeb Servers
- jQuery.scrollToWeb Tools And Plugins
Media & News
Active Wealth Management's Email Address Formats
Active Wealth Management uses at least 1 format(s):
| Active Wealth Management Email Formats | Percentage |
| LastFirst@awmi.ca | 25% |
| FirstMiddleLas@awmi.ca | 25% |
| FirstLast@awmi.ca | 25% |
| LastFirst@awmi.ca | 25% |
Frequently Asked Questions
Where is Active Wealth Management's headquarters located?
Active Wealth Management's main headquarters is located at CA. The company has employees across 1 continents, including North America. What is Active Wealth Management's phone number?
You can contact Active Wealth Management's main corporate office by phone at +1-903-455-****
What is Active Wealth Management's official website and social media links?
Active Wealth Management's official website is awmi.ca and has social profiles on LinkedIn.What is Active Wealth Management's NAICS code?
Active Wealth Management's NAICS code is 52 - Finance and Insurance.How many employees does Active Wealth Management have currently?
As of May 2025, Active Wealth Management has approximately 3 employees across 1 continents, including North America. Key team members include Partner/Agent: F. A.Certified Professional Consultant On Aging, Cpca: L. B.Administrative Assistant: A. R.. Explore Active Wealth Management's employee directory with LeadIQ.What industry does Active Wealth Management belong to?
Active Wealth Management operates in the Financial Services industry. What technology does Active Wealth Management use?
Active Wealth Management's tech stack includes RSSGoogle Fonts APIJSON-LDModernizrSWFObjectZURB FoundationApache HTTP ServerjQuery.scrollTo. What is Active Wealth Management's email format?
Active Wealth Management's email format typically follows the pattern of LastFirst@awmi.ca. Find more Active Wealth Management email formats with LeadIQ. 
Company Overview
- Headquarters
- CA
- Phone number
- +1-903-455-****
- Website
- awmi.ca
- NAICS Code
- 52 - Finance and Insurance
- Employees
- 2-10
Funding & Financials
- $1M$10M
Active Wealth Management's revenue is estimated to be in the range of $1M$10M
Funding & Financials
- $1M$10M
Active Wealth Management's revenue is estimated to be in the range of $1M$10M
Company Leadership
F. A.Partner/Agent
L. B.Certified Professional Consultant On Aging, Cpca- A. R.Administrative Assistant
- W. V. C.Financial Advisor
Employee Directory
1-888-653-2347 
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