Insights

Niche Scale Beck Bode, LLC is a small to mid-sized advisory with 11-50 employees and revenue in the 25-50M range, suggesting a targeted, relationship-driven sales approach for mid-market financial services tech and solutions.

Long-Term Focus The firm emphasizes long-term investing, discipline, and behavioral coaching, indicating potential cross-sell opportunities for holistic wealth tech, client education platforms, and behavioral analytics tools.

Technology Stack Existing tech includes Azure/AWS cloud adoption, MySQL, React, analytics and bot management, signaling openness to modern SaaS integrations, risk analytics, CRM enhancers, and client experience improvements.

Recent Investments Active equity stake history in diverse assets (89BIO, Scorpio Tankers, Global Payments, Atlantica Yield, Accenture) demonstrates appetite for asset-based opportunities and due diligence capabilities that could align with fund analytics or investment research partnerships.

Growth Signals Public funding history and a growth-oriented advisory narrative suggest scalability needs, offering potential for distribution partnerships, CRM/portfolio management upgrades, and compliance or security solutions to support expansion.

Beck Bode, LLC Tech Stack

Beck Bode, LLC uses 8 technology products and services including Linkedin Insight Tag, gstatic.com, WordPress, and more. Explore Beck Bode, LLC's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • gstatic.com
    Content Delivery Network
  • WordPress
    Content Management System
  • React
    Javascript Frameworks
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Animate.css
    UI Frameworks
  • Google Analytics
    Web Analytics

Beck Bode, LLC's Email Address Formats

Beck Bode, LLC uses at least 2 format(s):
Beck Bode, LLC Email FormatsExamplePercentage
First.Last@beckbode.comJohn.Doe@beckbode.com
88%
First@beckbode.comJohn@beckbode.com
12%
First.Last@beckbodewealth.comJohn.Doe@beckbodewealth.com
86%
Last@beckbodewealth.comDoe@beckbodewealth.com
14%

Frequently Asked Questions

What is Beck Bode, LLC's phone number?

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You can contact Beck Bode, LLC'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 Beck Bode, LLC's official website and social media links?

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Beck Bode, LLC's official website is beckbode.com and has social profiles on LinkedIn.

How much revenue does Beck Bode, LLC generate?

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As of July 2026, Beck Bode, LLC's annual revenue is estimated to be $25M - $50M.

What is Beck Bode, LLC's NAICS code?

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Beck Bode, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Beck Bode, LLC have currently?

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As of July 2026, Beck Bode, LLC has approximately 28 employees across 1 continents, including North America. Key team members include Chief Operating Officer: D. K.Director Of Strategic Partnerships: J. P.Financial Advisor: J. M.. Explore Beck Bode, LLC's employee directory with LeadIQ.

What industry does Beck Bode, LLC belong to?

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Beck Bode, LLC operates in the Financial Services industry.

What technology does Beck Bode, LLC use?

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Beck Bode, LLC's tech stack includes Linkedin Insight Taggstatic.comWordPressReactHSTSGoogle Tag ManagerAnimate.cssGoogle Analytics.

What is Beck Bode, LLC's email format?

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Beck Bode, LLC's email format typically follows the pattern of First.Last@beckbode.com. Find more Beck Bode, LLC email formats with LeadIQ.

When was Beck Bode, LLC founded?

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Beck Bode, LLC was founded in 2012.
Beck Bode, LLC logo

Beck Bode, LLC

Financial ServicesMassachusetts, United States11-50 Employees

Beck Bode, LLC is a financial services firm based in Dedham, Massachusetts, that emphasizes a personal, hands-on approach to long-term investing. Drawing on experience from larger firms, the company aims to provide responsive guidance and a time-tested methodology designed to help clients stay focused on their goals and avoid emotionally driven decisions that could derail financial plans. The firm positions itself as more agile and attentive than traditional financial environments, seeking to uncover global investment opportunities and tailor support to individual objectives. Its client base comprises individuals seeking long-term investment success and personalized service, with an emphasis on clear communication and steady guidance through changing market conditions. Recent activity shows the firm expanding its portfolio by taking stakes in multiple public companies, reflecting a strategy of diversified asset exposure in pursuit of its clients’ goals.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Beck Bode, LLC's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Beck Bode, LLC's revenue is estimated to be in the range of $25M - $50M

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