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Insights

High-Net-Worth Focus Conway Wealth specializes in providing comprehensive financial planning and exclusive lifestyle services to high-net-worth individuals and families, presenting opportunities for premium financial and concierge service upselling.

Growth in Wealth Management With a revenue range of 10 to 25 million dollars and a boutique size, Conway Wealth demonstrates a strong market presence and potential for expanding service offerings to upscale clients seeking personalized wealth management solutions.

Recent Strategic Expansion The launch of the Life & Wealth Network in April 2020 highlights the company’s initiative to diversify its advisory services, which can be leveraged to cross-sell luxury benefits, private security, travel, and health services.

Technology Stack Efficiency Utilizing robust tools like Cloudflare and Fastly indicates a focus on secure, scalable digital infrastructure, providing opportunities to promote advanced digital solutions or premium online financial tools to tech-savvy HNW clients.

Competitive Niche Positioning As a boutique firm in a competitive field with firms like Charles Schwab and Fidelity, Conway Wealth’s personalized approach and exclusive lifestyle offerings can be emphasized to attract ultra-high-net-worth clients seeking tailored financial and concierge services.

Conway Wealth Tech Stack

Conway Wealth uses 8 technology products and services including Fastly, MySQL, oEmbed, and more. Explore Conway Wealth's tech stack below.

  • Fastly
    Content Delivery Network
  • MySQL
    Database
  • oEmbed
    Dev Tools
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Flywheel
    Platform As A Service
  • Cloudflare Bot Management
    Security
  • HSTS
    Security

Conway Wealth's Email Address Formats

Conway Wealth uses at least 2 format(s):
Conway Wealth Email FormatsExamplePercentage
FLast@conwaywealth.comJDoe@conwaywealth.com
45%
Last@conwaywealth.comDoe@conwaywealth.com
5%
FLast@conwaywealth.comJDoe@conwaywealth.com
45%
Last@conwaywealth.comDoe@conwaywealth.com
5%
First@conwaywealthgroup.comJohn@conwaywealthgroup.com
50%
FirstLast@conwaywealthgroup.comJohnDoe@conwaywealthgroup.com
25%
First.Last@conwaywealthgroup.comJohn.Doe@conwaywealthgroup.com
25%

Frequently Asked Questions

What is Conway Wealth's phone number?

Minus sign iconPlus sign icon You can contact Conway Wealth's main corporate office by phone at
+1-973-285-****
. 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 Conway Wealth's official website and social media links?

Minus sign iconPlus sign iconConway Wealth's official website is conwaywealth.com and has social profiles on LinkedIn.

What is Conway Wealth's NAICS code?

Minus sign iconPlus sign iconConway Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Conway Wealth have currently?

Minus sign iconPlus sign iconAs of December 2025, Conway Wealth has approximately 19 employees across 1 continents, including North America. Key team members include Chief Operating Officer: K. C.Head Of Strategy And Experience: K. C.Director Of Marketing: L. C.. Explore Conway Wealth's employee directory with LeadIQ.

What industry does Conway Wealth belong to?

Minus sign iconPlus sign iconConway Wealth operates in the Financial Services industry.

What technology does Conway Wealth use?

Minus sign iconPlus sign iconConway Wealth's tech stack includes FastlyMySQLoEmbedFont AwesomeGoogle Fonts APIFlywheelCloudflare Bot ManagementHSTS.

What is Conway Wealth's email format?

Minus sign iconPlus sign iconConway Wealth's email format typically follows the pattern of FLast@conwaywealth.com. Find more Conway Wealth email formats with LeadIQ.

Conway Wealth

Financial ServicesNew Jersey, United States11-50 Employees

Conway Wealth is a boutique wealth management firm that provides comprehensive financial planning to high-net-worth individuals and families, as well as exclusive access to private security, travel, nutritionists, fitness coaches, life coaches and much more. 


Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser, doing business as Conway Wealth Group (4 Campus Drive, Parsippany NJ 07054. Tel. 973-285-3600). 

Summit Financial, LLC, its affiliates and Conway Wealth Group are not endorsing the above-referenced third-party sources or services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms.

Conway Wealth Group LLC is owned by Michael W. Conway. The Life & Wealth Network and Seeds are outside business activities of Michael Conway and are not affiliated with Summit Financial, LLC. This material is for your information and guidance and is not intended as legal or tax advice. Legal and/or tax counsel should...

Full Disclaimer: https://www.conwaywealthgroup.com/disclaimer/

Section iconCompany Overview

Phone number
+1-973-285-****
Website
conwaywealth.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Conway Wealth's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Conway Wealth's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    K. C.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Head Of Strategy And Experience
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. C.
    Director Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Director Of Business Development
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    J. P.
    Director Of Partnerships
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. C.
    Director Of Wealth Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Director Of Client Engagement
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. A.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone

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