Insights

Growth Potential Mid-sized financial services firm with revenue in the 25-50 million range and a lean employee base suggests opportunities for scalable tech and process optimization solutions to improve efficiency, client onboarding, and regulatory reporting.

Sustainability/Impact Active engagement in inclusive growth initiatives and partnerships with rural women’s cooperatives indicate a need for solutions that enhance financial inclusion, impact reporting, and ESG data analytics for improved stakeholder communications.

Digital Security Presence of security-focused tech elements (Sitelinks Search Box, X-Content-Type-Options, GoDaddy, Sucuri) highlights importance of robust cybersecurity, data privacy, and secure client portals; opportunity to offer enhanced cybersecurity, threat monitoring, and compliance services.

Strategic Partnerships Recent collaboration with Bank Rakyat Indonesia and participation in global summits point to a growth strategy built on partnerships; potential to propose alliance-based solutions, channel partnerships, and partner relationship management tools.

Competitive Positioning Operating in a crowded market with large incumbents; position for targeted, cost-effective fintech-enabled solutions such as client experience platforms, digital onboarding, and personalized financial planning tools to differentiate from bigger firms.

Similar companies to American Wealth Management

American Wealth Management Tech Stack

American Wealth Management uses 8 technology products and services including Google Ads, Sucuri, WordPress, and more. Explore American Wealth Management's tech stack below.

American Wealth Management's Email Address Formats

American Wealth Management uses at least 4 email formats:
American Wealth Management Email FormatsExamplePercentage
First@financialhealth.comJohn@financialhealth.com
45%
FLast@financialhealth.comJDoe@financialhealth.com
41%
FirstL@financialhealth.comJohnD@financialhealth.com
9%
FiLast@financialhealth.comJoDoe@financialhealth.com
5%

Frequently Asked Questions

What is American Wealth Management's phone number?

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You can contact American Wealth Management'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 American Wealth Management's official website and social media links?

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American Wealth Management's official website is financialhealth.com and has social profiles on LinkedIn.

How much revenue does American Wealth Management generate?

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As of August 2026, American Wealth Management's annual revenue is estimated to be $25M - $50M.

What is American Wealth Management's NAICS code?

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American Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does American Wealth Management have currently?

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As of August 2026, American Wealth Management has approximately 15 employees across 1 continents, including North America. Key team members include Chairman: P. M., Senior Vice President: D. S. and Senior Vice President - Investments: K. G. Explore American Wealth Management's employee directory with LeadIQ.

What industry does American Wealth Management belong to?

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American Wealth Management operates in the Financial Services industry.

What technology does American Wealth Management use?

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American Wealth Management's tech stack includes Google Ads, Sucuri, WordPress, Shopify, Microsoft 365, Flickity, KnowBe4 and Google Analytics.

What is American Wealth Management's email format?

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American Wealth Management's email format typically follows the pattern of First@financialhealth.com. Find more American Wealth Management email formats with LeadIQ.
American Wealth Management logo

American Wealth Management

Financial ServicesUnited States11-50 Employees

American Wealth Management is a United States-based financial services firm. Its online footprint includes a presence on the Financial Health platform at financialhealth.com and a LinkedIn profile.

The information available suggests the company operates with a relatively small team. In November 2025, American Wealth Management was voted a winner in three categories for Best in Business 2025 by Northern Nevada Weekly. The award reflects external recognition within its regional business community.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    American Wealth Management's revenue is estimated to be in the range of $25M - $50M

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