Insights

Technology Stack BluePrint Wealth Partners utilizes a robust tech stack including Cloudflare CDN, jQuery, Mastercard, PayPal, Shop Pay, and Bootstrap. Leveraging these technologies can be highlighted as a competitive advantage to potential clients seeking modern financial services solutions.

Revenue Potential With a revenue range of $0 - 10M, BluePrint Wealth Partners presents an opportunity for sales development representatives to tap into a growing financial services firm. Offering tailored solutions to individuals and employees of Fortune 500 companies can potentially drive revenue growth.

Untapped Market BluePrint Wealth Partners operates with a minimal workforce of 0-1 employees, signaling room for expansion and potentially untapped market segments. This presents a unique opportunity for business development professionals to establish partnerships and grow the client base.

Competitive Landscape In comparison to similar companies like AAG Wealth Management and Abacus Planning Group, BluePrint Wealth Partners stands out with its niche focus on retirement planning for Fortune 500 employees. Highlighting this specialization can position the company well in a competitive market.

Geographical Reach Located in San Diego, California, BluePrint Wealth Partners has the advantage of accessing a vibrant financial services market and potentially expanding its reach across the West Coast. This geographical positioning can be leveraged by sales teams to target clients in the region.

BluePrint Wealth Partners Tech Stack

BluePrint Wealth Partners uses 8 technology products and services including Cloudflare CDN, Cart Functionality, jQuery, and more. Explore BluePrint Wealth Partners's tech stack below.

Cloudflare CDN

Content Delivery Network

Cart Functionality

E-commerce

jQuery

Javascript Libraries

Mastercard

Payment Processing

PayPal

Payment Processing

Shop Pay

Payment Processing

Bootstrap

UI Frameworks

Frequently Bought Together

Web Platform Extensions

BluePrint Wealth Partners Email Formats	Example	Percentage
First.Last@blueprintwealthpartners.com	John.Doe@blueprintwealthpartners.com	50%
First.Last@blueprintwealthpartners.com	John.Doe@blueprintwealthpartners.com	50%

BluePrint Wealth Partners Email Formats

Example

Percentage

First.Last@blueprintwealthpartners.com

John.Doe@blueprintwealthpartners.com

50%

First.Last@blueprintwealthpartners.com

John.Doe@blueprintwealthpartners.com

50%

Frequently Asked Questions

Where is BluePrint Wealth Partners's headquarters located?

BluePrint Wealth Partners's main headquarters is located at 2525 Camino Del Rio South Suite 250 San Diego, California 92108-3743 United States. The company has employees across 1 continents, including North America.

What is BluePrint Wealth Partners's phone number?

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

+1-619-798-****

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

BluePrint Wealth Partners's official website is blueprintwealthpartners.com and has social profiles on LinkedIn.

What is BluePrint Wealth Partners's SIC code NAICS code?

BluePrint Wealth Partners's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does BluePrint Wealth Partners have currently?

As of December 2024, BluePrint Wealth Partners has approximately 1 employees across 1 continents, including North America. Key team members include Chief Investment Officer: C.LPL Registered Sales Assistant: L. M.. Explore BluePrint Wealth Partners's employee directory with LeadIQ.

What industry does BluePrint Wealth Partners belong to?

BluePrint Wealth Partners operates in the Financial Services industry.

What technology does BluePrint Wealth Partners use?

BluePrint Wealth Partners's tech stack includes Cloudflare CDNCart FunctionalityjQueryMastercardPayPalShop PayBootstrapFrequently Bought Together.

What is BluePrint Wealth Partners's email format?

BluePrint Wealth Partners's email format typically follows the pattern of . Find more BluePrint Wealth Partners email formats with LeadIQ.

BluePrint Wealth Partners

Financial ServicesCalifornia, United States0-1 Employees

Your Goals. Your Retirement. Your Solution. You, the client, are the reason that BluePrint Wealth Partners, Inc. is in business. You are always our number one priority. As a California-based financial services firm, our mission is to build a comprehensive plan to guide You through your pre- and post-retirement years. Our firm is equipped to help employees of Fortune 500 companies work toward their retirement goals through technology, transparency and integrity. Through persistence, ethical practices and dedication, we have built an independent financial services firm always evolving to be better equipped to serve You. For a list of states in which we are registered to do business, please visit our website at www.blueprintwealthpartners.com Securities offered through LPL Financial, a Registered Independent Advisor. Member SIPC, www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Insights

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