Insights

Niche Clientele Small to mid-sized financial advisory with 11-50 employees and a Guardian Life Agency affiliation presents a targeted entry point for partner products, cross-sell opportunities, and private-label service integrations tailored to scale with growth.

Growth Potential Revenue is in the low seven figures, indicating a growth runway for asset management, retirement planning, and estate planning solutions, plus technology-enabled advisory platforms to improve client acquisition and scalability.

Tech Enablement Current tech stack is minimal (Google Search Console and GoDaddy), signaling an opportunity to propose modern marketing automation, CRM, client portal, and data analytics to boost lead conversion and client engagement.

Regulatory Alignment As an agency for Guardian Life and distributor through Park Avenue Securities, there are compliance-friendly pathways to introduce insurance, retirement income products, and risk management solutions within an established regulatory framework.

Competitive Position Similar enterprise-minded peers exist at scale; targeting collaborations or white-label financial planning technology and turnkey marketing services could differentiate this firm and accelerate competitive advantage in its local or niche markets.

Aegis Wealth Partners, an Office of National Financial Network's Email Address Formats

Aegis Wealth Partners, an Office of National Financial Network uses at least 1 format(s):

Aegis Wealth Partners, an Office of National Financial Network Email Formats	Example	Percentage
FLast@aegiswealthpartners.com	JDoe@aegiswealthpartners.com	81%
First@aegiswealthpartners.com	John@aegiswealthpartners.com	19%

Aegis Wealth Partners, an Office of National Financial Network Email Formats

Example

Percentage

FLast@aegiswealthpartners.com

JDoe@aegiswealthpartners.com

81%

First@aegiswealthpartners.com

John@aegiswealthpartners.com

19%

Frequently Asked Questions

What is Aegis Wealth Partners, an Office of National Financial Network's phone number?

You can contact Aegis Wealth Partners, an Office of National Financial Network's main corporate office by phone at

+1-212-764-****

. 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 Aegis Wealth Partners, an Office of National Financial Network's official website and social media links?

Aegis Wealth Partners, an Office of National Financial Network's official website is aegiswealthpartners.com and has social profiles on LinkedIn.

How much revenue does Aegis Wealth Partners, an Office of National Financial Network generate?

As of July 2026, Aegis Wealth Partners, an Office of National Financial Network's annual revenue is estimated to be $1M - $10M.

What is Aegis Wealth Partners, an Office of National Financial Network's SIC code NAICS code?

Aegis Wealth Partners, an Office of National Financial Network's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Aegis Wealth Partners, an Office of National Financial Network have currently?

As of July 2026, Aegis Wealth Partners, an Office of National Financial Network has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer, Chief Creative Officer And Co-Founder: C. D. M.President: B. H.Senior Vice President: L. J.. Explore Aegis Wealth Partners, an Office of National Financial Network's employee directory with LeadIQ.

What industry does Aegis Wealth Partners, an Office of National Financial Network belong to?

Aegis Wealth Partners, an Office of National Financial Network operates in the Financial Services industry.

What technology does Aegis Wealth Partners, an Office of National Financial Network use?

Aegis Wealth Partners, an Office of National Financial Network's tech stack includes Google Search ConsoleGoDaddy.

What is Aegis Wealth Partners, an Office of National Financial Network's email format?

Aegis Wealth Partners, an Office of National Financial Network's email format typically follows the pattern of FLast@aegiswealthpartners.com. Find more Aegis Wealth Partners, an Office of National Financial Network email formats with LeadIQ.

Aegis Wealth Partners, an Office of National Financial Network

Financial ServicesConnecticut, United States11-50 Employees

Aegis Wealth Partners is a financial services firm based in Madison, Connecticut, operating as an agency of The Guardian Life Insurance Company of America. The firm emphasizes a team-based approach designed to broaden perspectives and enhance outcomes for clients. Its services cover investing principles, retirement investing and distribution strategies, estate conservation, and risk management, and it helps clients address questions such as when to retire, how to optimize college savings, and whether they have sufficient life insurance.

Securities products and advisory services are offered through Park Avenue Securities LLC, a FINRA/SIPC-member indirect subsidiary of Guardian Life. This affiliation places Aegis Wealth Partners within Guardian’s network and supports its focus on delivering customized, situation-specific financial planning for individuals and families.

Insights

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