What is BluePrint Wealth Partners's NAICS code?

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

Insights

Niche Focus California-based independent financial services firm targeting pre- and post-retirement clients, with a focus on Fortune 500 employee financial goals. Opportunity: tailor outreach to Fortune 500 retirement planning needs and compliance considerations.

Tech-Driven Serv Utilizes a modern tech stack (iCIMS, AWS, Shopify, digital wallets) suggesting openness to digital onboarding, secure data handling, and online client experiences. Opportunity: offer scalable digital onboarding, client portals, and secure payment integrations to enhance efficiency.

Small Team Very lean operation (0-1 employees) indicating potential reliance on collaborations, outsourced support, or advisor network. Opportunity: propose partner programs, fractional advisor support, or white-label services to expand capacity.

Growth Signals Revenue under $1M with plans to grow; aligns with mid-market service models and aggressive growth recruiting. Opportunity: introduce scalable advisory platforms, practice management tools, and lead generation partnerships to fuel growth.

Compliance & Security Securities offered through LPL Financial and SIPC member status signal regulated framework. Opportunity: present compliance, risk management, and cybersecurity solutions tailored for registered investment advisory practices.

BluePrint Wealth Partners Tech Stack

BluePrint Wealth Partners uses 8 technology products and services including iCIMS, Amazon Web Services, Shopify, and more. Explore BluePrint Wealth Partners's tech stack below.

iCIMS

Applicant Tracking Systems

Cloud Hosting

E-commerce

Payment Processing

Payment Processing

Payment Processing

Payment Processing

Web Analytics

BluePrint Wealth Partners Email Formats	Example	Percentage
First.Last@blueprintwealthpartners.com	John.Doe@blueprintwealthpartners.com	100%

BluePrint Wealth Partners Email Formats

Example

Percentage

First.Last@blueprintwealthpartners.com

John.Doe@blueprintwealthpartners.com

100%

Frequently Asked Questions

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.

How much revenue does BluePrint Wealth Partners generate?

As of July 2026, BluePrint Wealth Partners's annual revenue is estimated to be <$1M.

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

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

How many employees does BluePrint Wealth Partners have currently?

As of July 2026, BluePrint Wealth Partners has approximately 1 employees across 1 continents, including North America. Key team members include Chief Investment Officer: C. and LPL Registered Sales Assistant: E. K. 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 iCIMS, Amazon Web Services, Shopify, Apple Pay, Google Pay, PayPal, Venmo and Piwik PRO Core.

What is BluePrint Wealth Partners's email format?

BluePrint Wealth Partners's email format typically follows the pattern of First.Last@blueprintwealthpartners.com. Find more BluePrint Wealth Partners email formats with LeadIQ.

BluePrint Wealth Partners

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

BluePrint Wealth Partners has approximately 1 employees.

Q: What industry does BluePrint Wealth Partners belong to?

BluePrint Wealth Partners operates in the Financial Services industry.

Q: What technology does BluePrint Wealth Partners use?

BluePrint Wealth Partners's tech stack includes Facebook Pixel, RequireJS, Apple Pay, X-XSS-Protection, CivicTheme.

Financial ServicesCalifornia, United States0-1 Employees

BluePrint Wealth Partners is a California-based financial services firm that focuses on helping clients navigate pre- and post-retirement planning. The company emphasizes a client-centric approach, aiming to assist individuals—particularly employees of large national firms—in achieving retirement goals through a framework built on transparency and ethical practices. Based in San Diego, the firm operates within the financial services industry and positions itself as an independent advisor leveraging technology to support its service offerings. The organization stresses ongoing adaptation to better serve clients and references securities offerings through a registered independent advisor, with a presence on its website detailing its registration and service scope.

Insights

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