What is BluePrint Wealth Partners's NAICS code?

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

Insights

Niche focus California-based financial services firm serving employees of Fortune 500 companies with retirement planning solutions, suggesting a potential fit for high-net-worth, corporate-sponsored retirement initiatives and executive planning services.

Independent support Securities offered through LPL Financial as a Registered Independent Advisor, indicating potential collaboration opportunities around independent investment platforms, advisory capabilities, and compliance-compliant solutions for our clients.

Digital enablement Tech stack includes Shopify, RequireJS, Shop Pay, Google Pay and security measures like reCAPTCHA and HSTS, signaling openness to e-commerce and digital client onboarding enhancements that could be paired with outcome-based retirement products.

Limited staffing Reported employees 0-1 with revenue range of up to one million dollars, suggesting a growth-stage advisor practice that could benefit from scalable back-office, marketing, and technology partnerships to accelerate client acquisition.

Market positioning Emphasizes technology, transparency, integrity and a client-centric retirement planning focus, presenting an opportunity to pitch efficiency tools, client education platforms and CRM/automation to strengthen lead conversion and client retention.

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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