Insights

High Net Worth Focus Civic Financial specializes in comprehensive wealth planning for high-net-worth individuals and families, indicating a need for premium financial products, estate planning tools, and personalized advisory solutions.

Digital Engagement With a modern tech stack including Cloudflare, Google Analytics, and JSON-LD, the company emphasizes online presence and data-driven client engagement, opening opportunities for targeted digital marketing and advanced CRM integrations.

Stable Revenue Base Generating between 25 to 50 million dollars annually, Civic Financial demonstrates financial stability and growth potential, making it a promising client for high-value financial and technology service providers.

Multigenerational Service Their commitment to long-term, multigenerational wealth management suggests opportunities for estate planning, family office solutions, and specialized insurance products tailored to affluent families.

Industry Positioning Recognized by Forbes and positioned among similarly scaled firms, Civic Financial presents opportunities for strategic partnerships or technology upgrades aimed at enhancing personalized service delivery and competitive differentiation.

Similar companies to Civic Financial

Civic Financial Tech Stack

Civic Financial uses 8 technology products and services including Cloudflare CDN, Cloudflare, JSON-LD, and more. Explore Civic Financial's tech stack below.

Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
JSON-LD
Javascript Frameworks
jQuery
Javascript Libraries
reCAPTCHA
Security
Adobe Tag Manager
Tag Management
X-Content-Type-Options
Web & Portal Technology
Google Analytics
Web Analytics

Media & News

Civic Financial's Email Address Formats

Civic Financial uses at least 2 format(s):

Civic Financial Email Formats	Example	Percentage
First.Last@nm.com	John.Doe@nm.com	85%
F.Last@nm.com	J.Doe@nm.com	8%
First.Middle@nm.com	John.Michael@nm.com	2%
Last@nm.com	Doe@nm.com	1%
Fir.Last@nm.com	Joh.Doe@nm.com	1%
First.M.Last@nm.com	John.M.Doe@nm.com	1%
FLast@nm.com	JDoe@nm.com	1%
LF@nm.com	DJ@nm.com	1%

Frequently Asked Questions

What is Civic Financial's official website and social media links?

Civic Financial's official website is civic-financial.com and has social profiles on LinkedIn.

What is Civic Financial's NAICS code?

Civic Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Civic Financial have currently?

As of December 2025, Civic Financial has approximately 26 employees across 1 continents, including North America. Key team members include Chief Executive Officer: S. D.Chief Operating Officer: N. A.Chief Investment Officer: C. H.. Explore Civic Financial's employee directory with LeadIQ.

What industry does Civic Financial belong to?

Civic Financial operates in the Financial Services industry.

What technology does Civic Financial use?

Civic Financial's tech stack includes Cloudflare CDNCloudflareJSON-LDjQueryreCAPTCHAAdobe Tag ManagerX-Content-Type-OptionsGoogle Analytics.

What is Civic Financial's email format?

Civic Financial's email format typically follows the pattern of First.Last@nm.com. Find more Civic Financial email formats with LeadIQ.

When was Civic Financial founded?

Civic Financial was founded in 2013.

Civic Financial

Q: What is Civic Financial's official website and social media links?

Civic Financial's official website is civic-financial.com. Civic Financial has social profiles on LinkedIn.

Q: How many employees does Civic Financial have currently?

Civic Financial has approximately 26 employees.

Q: What technology does Civic Financial use?

Civic Financial's tech stack includes reCAPTCHA, Bootstrap, YouTube, X-Content-Type-Options, Osano.

Financial ServicesMassachusetts, United States11-50 Employees

Civic Financial is a multigenerational financial planning and wealth advisory firm dedicated to inspiring financial confidence. Our highly credentialed team provides straightforward, customized advice to help clients reach their financial goals. We deliver tailored solutions for unique circumstances, guiding clients toward long-term success. Recognized by Forbes as one of the top wealth management teams in the country, Civic is proud to serve individuals and families with integrity and expertise.
 
We are uniquely positioned to be a lifelong partner to our multigenerational clients, offering full-service planning, comprehensive wealth management, and specialized insurance and estate planning. We invite you to meet our team and discover how we can support you and your family’s financial journey.