Insights

MassMutual backing Leverage Blue Ocean Wealth Solutions’ affiliation with MassMutual to position enhanced reliability, access to broad financial products, and potential co-branding opportunities when engaging risk-averse prospects seeking stability.

Mid-size advisory Target mid-market business owners and individuals in the 51-200 employee advisory space where a personalized wealth and workplace benefits approach can be offered, highlighting tailored retirement, estate planning, and employee benefits packages.

Workplace solutions Promote workplace benefits and executive compensation planning to HR leaders and CFOs, presenting integrated packages that combine insurance, investment options, and benefits administration to improve talent attraction and retention.

Digital engagement Explore opportunities to enhance digital lead generation and customer insights via the existing tech stack (LinkedIn Ads, Hotjar, Squarespace) to optimize campaigns, conversion paths, and targeted content for affluent clients and business owners.

Growth and scale Position the firm as a growth partner with scalable financial planning and wealth management services, offering value-add training for financial professionals to expand book-of-business and penetrate related markets or regions.

Similar companies to Blue Ocean Wealth Solutions

Blue Ocean Wealth Solutions Tech Stack

Blue Ocean Wealth Solutions uses 8 technology products and services including LinkedIn Ads, Hotjar, Google Hosted Libraries, and more. Explore Blue Ocean Wealth Solutions's tech stack below.

Blue Ocean Wealth Solutions's Email Address Formats

Blue Ocean Wealth Solutions uses at least 4 email formats:
Blue Ocean Wealth Solutions Email FormatsExamplePercentage
FLast@blueocean.us.comJDoe@blueocean.us.com
96%
First.Last@blueocean.us.comJohn.Doe@blueocean.us.com
1%
First.Middle.Last@blueocean.us.comJohn.Michael.Doe@blueocean.us.com
2%
FirstLast@blueocean.us.comJohnDoe@blueocean.us.com
1%

Frequently Asked Questions

What is Blue Ocean Wealth Solutions's phone number?

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You can contact Blue Ocean Wealth Solutions'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 Blue Ocean Wealth Solutions's official website and social media links?

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Blue Ocean Wealth Solutions's official website is blueocean.us.com and has social profiles on LinkedIn.

How much revenue does Blue Ocean Wealth Solutions generate?

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As of August 2026, Blue Ocean Wealth Solutions's annual revenue is estimated to be $100M - $250M.

What is Blue Ocean Wealth Solutions's NAICS code?

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Blue Ocean Wealth Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Blue Ocean Wealth Solutions have currently?

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As of August 2026, Blue Ocean Wealth Solutions has approximately 120 employees across 4 continents, including North America, Europe and Asia. Key team members include Ceo & Wealth Advsior: S. E., Chief Executive Officer & Managing Director: S. L. and Managing Director Of Sales: A. '. S. Explore Blue Ocean Wealth Solutions's employee directory with LeadIQ.

What industry does Blue Ocean Wealth Solutions belong to?

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Blue Ocean Wealth Solutions operates in the Financial Services industry.

What technology does Blue Ocean Wealth Solutions use?

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Blue Ocean Wealth Solutions's tech stack includes LinkedIn Ads, Hotjar, Google Hosted Libraries, Squarespace, Squarespace Commerce, Modernizr, Priority Hints and Vimeo.

What is Blue Ocean Wealth Solutions's email format?

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Blue Ocean Wealth Solutions's email format typically follows the pattern of FLast@blueocean.us.com. Find more Blue Ocean Wealth Solutions email formats with LeadIQ.
Blue Ocean Wealth Solutions logo

Blue Ocean Wealth Solutions

Financial ServicesNew York, United States51-200 Employees

Blue Ocean Wealth Solutions is a financial services firm aligned with MassMutual, leveraging the stability and resources of that relationship to deliver tailored financial solutions. Its professionals work with individuals, business owners, and employers to offer a broad suite of services, including insurance products, investment and wealth management, workplace benefits, and retirement and estate planning. The goal is to address a range of financial needs across personal, family, and business contexts.

Based in East Hills, New York, the firm presents itself as a mid-sized, locally focused practice supported by MassMutual's backing. Leadership emphasizes ongoing training and support to equip financial professionals with the resources and tools necessary to serve clients, while fostering a diverse, family-oriented culture.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Blue Ocean Wealth Solutions's revenue is estimated to be in the range of $100M - $250M

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