Insights

Security concern Recent data breach investigation indicates potential security vulnerabilities; this creates an opening to offer comprehensive cybersecurity, data protection, and compliance solutions tailored for financial services firms.

Expansion opportunity Historical growth includes expansion into New Jersey with Paramus location; explore cross-sell of integrated wealth management tech, consolidated reporting, and advisor productivity tools to support multi-state operations.

Independent access Open architecture and advisor network present a ripe scenario to propose vendor-agnostic platforms, due-diligence support, and solution brokerage services to streamline product recommendations for clients.

Wealth tech need Moderate to high revenue and 50+ years of experience point to demand for scalable tech stacks, CRM, client portals, and analytics that enhance client engagement and efficiency for financial advisors.

Security posture Given the data breach inquiry, there is a clear need for governance, risk, and compliance services, as well as ongoing security monitoring and incident response planning to protect client trust.

Similar companies to Allied Wealth Partners

Allied Wealth Partners Tech Stack

Allied Wealth Partners uses 8 technology products and services including jsDelivr, cdnjs, Amazon S3, and more. Explore Allied Wealth Partners's tech stack below.

jsDelivr
Content Delivery Network
cdnjs
Content Delivery Network
Amazon S3
Content Delivery Network
Modernizr
Javascript Libraries
Datadog
Real User Monitoring
Piwik
System Analytics & Monitoring
ZURB Foundation
UI Frameworks
Google Analytics
Web Analytics

Media & News

Allied Wealth Partners's Email Address Formats

Allied Wealth Partners uses at least 1 format(s):

Allied Wealth Partners Email Formats	Example	Percentage
FLast@alliedwealthpartners.com	JDoe@alliedwealthpartners.com	92%
Last@alliedwealthpartners.com	Doe@alliedwealthpartners.com	4%
First.Last@alliedwealthpartners.com	John.Doe@alliedwealthpartners.com	3%
First@alliedwealthpartners.com	John@alliedwealthpartners.com	1%

Frequently Asked Questions

What is Allied Wealth Partners's phone number?

You can contact Allied Wealth Partners's main corporate office by phone at

+1-973-299-****

. 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 Allied Wealth Partners's official website and social media links?

Allied Wealth Partners's official website is alliedwealthpartners.com and has social profiles on LinkedIn.

How much revenue does Allied Wealth Partners generate?

As of July 2026, Allied Wealth Partners's annual revenue is estimated to be $100M - $250M.

What is Allied Wealth Partners's NAICS code?

Allied Wealth Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Allied Wealth Partners have currently?

As of July 2026, Allied Wealth Partners has approximately 102 employees across 2 continents, including North AmericaAfrica. Key team members include Vice President Of Human Resources: M. O.President: M. S.Partner: K. D.. Explore Allied Wealth Partners's employee directory with LeadIQ.

What industry does Allied Wealth Partners belong to?

Allied Wealth Partners operates in the Financial Services industry.

What technology does Allied Wealth Partners use?

Allied Wealth Partners's tech stack includes jsDelivrcdnjsAmazon S3ModernizrDatadogPiwikZURB FoundationGoogle Analytics.

What is Allied Wealth Partners's email format?

Allied Wealth Partners's email format typically follows the pattern of FLast@alliedwealthpartners.com. Find more Allied Wealth Partners email formats with LeadIQ.

When was Allied Wealth Partners founded?

Allied Wealth Partners was founded in 1966.

Allied Wealth Partners

Q: How many employees does Allied Wealth Partners have currently?

Allied Wealth Partners has approximately 102 employees.

Q: What technology does Allied Wealth Partners use?

Allied Wealth Partners's tech stack includes Google Tag Manager, Open Graph, FMG Suite, Piwik, jsDelivr.

Q: What is Allied Wealth Partners's NAICS code?

Allied Wealth Partners's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States51-200 Employees

Allied Wealth Partners is an independent financial services firm based in Parsippany, New Jersey, serving clients in the tri-state area and beyond. It provides independent, personalized financial guidance through an open-architecture platform and coordinates its securities and advisory services via Cetera-affiliated entities. With more than fifty years of experience, the firm emphasizes a broad advisor network to address diverse needs of individuals, families, and businesses.

The organization describes a close-knit, supportive team culture designed to foster reliable, long-term relationships and a sense of continuity for clients. In December 2025, reports noted a data breach investigation involving Allied Wealth Partners, indicating a recent security-related development.