What is Cook Wealth Management Group's NAICS code?

Cook Wealth Management Group's NAICS code is 52 (Finance and Insurance).

Insights

Strategic Growth Cook Wealth Management Group recently merged with Cerity Partners, indicating a strategic expansion move that may open cross-sell opportunities for Cerity’s platform services, custody enhancements, and broader investmentSolutions.

Boutique Advantage As a small to midsize firm with 11-50 employees and a top workplace award in the Triangle area, there is a strong emphasis on culture and client-centric service, presenting opportunities to offer premium client engagement tools, talent development, and personalized advisory technologies.

Technology Stack Utilizes a modern tech stack including Salesforce, Marketing Cloud Account Engagement, The Trade Desk, Hotjar, and Imperva, suggesting readiness for advanced CRM, marketing automation, data analytics, and security collaborations to deepen client acquisition and retention.

Revenue Reality Revenue range indicates a small-to-mid-sized advisory with growth potential; scale-focused solutions such as practice management, workflow automation, performance reporting, and regulatory/compliance support could drive efficiency and expand service offerings.

National Reach Based in Raleigh but serving clients nationwide, there is potential to leverage remote advisor models, digital onboarding, and virtual planning tools to accelerate client acquisition beyond local markets and expand cross-region service delivery.

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Cook Wealth Management Group Tech Stack

Cook Wealth Management Group uses 8 technology products and services including The Trade Desk, Hotjar, Microsoft Clarity, and more. Explore Cook Wealth Management Group's tech stack below.

The Trade Desk
Advertising
Hotjar
Analytics
Microsoft Clarity
Analytics
Salesforce
Customer Relationship Management
Mimecast
Email Security
Salesforce Marketing Cloud Account Engagement
Marketing Automation
WP Engine
Platform As A Service
Imperva
Security

Media & News

Cook Wealth, LLC merges with Cerity Partners LLC.
Cook Wealth merges with Cerity Partners.
Apr 04, 2025 | www.privatebankerinternational.com

Cook Wealth Management Group's Email Address Formats

Cook Wealth Management Group uses at least 3 email formats:

Cook Wealth Management Group Email Formats	Example	Percentage
FLast@cookwealth.com	JDoe@cookwealth.com	92%
F.Last@cookwealth.com	J.Doe@cookwealth.com	4%
Last@cookwealth.com	Doe@cookwealth.com	4%

Frequently Asked Questions

What is Cook Wealth Management Group's official website and social media links?

Cook Wealth Management Group's official website is cookwealth.com and has social profiles on LinkedIn.

How much revenue does Cook Wealth Management Group generate?

As of July 2026, Cook Wealth Management Group's annual revenue is estimated to be $1M - $10M.

What is Cook Wealth Management Group's SIC code and NAICS code?

Cook Wealth Management Group's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Cook Wealth Management Group have currently?

As of July 2026, Cook Wealth Management Group has approximately 27 employees across 3 continents, including North America, Europe and Asia. Key team members include Lead Client Services Associate: L. P. and Tax Preparer: D. S. Explore Cook Wealth Management Group's employee directory with LeadIQ.

What industry does Cook Wealth Management Group belong to?

Cook Wealth Management Group operates in the Financial Services industry.

What technology does Cook Wealth Management Group use?

Cook Wealth Management Group's tech stack includes The Trade Desk, Hotjar, Microsoft Clarity, Salesforce, Mimecast, Salesforce Marketing Cloud Account Engagement, WP Engine and Imperva.

What is Cook Wealth Management Group's email format?

Cook Wealth Management Group's email format typically follows the pattern of FLast@cookwealth.com. Find more Cook Wealth Management Group email formats with LeadIQ.

When was Cook Wealth Management Group founded?

Cook Wealth Management Group was founded in 1984.

Cook Wealth Management Group

Q: How many employees does Cook Wealth Management Group have currently?

Cook Wealth Management Group has approximately 27 employees.

Q: What technology does Cook Wealth Management Group use?

Cook Wealth Management Group's tech stack includes Amazon Web Services, PHP, Microsoft Clarity, The Trade Desk, Bing Ads.

Financial ServicesNorth Carolina, United States11-50 Employees

Cook Wealth Management Group is a boutique financial services firm based in Raleigh, North Carolina, offering integrated wealth management through investment management, tax optimization, estate and retirement planning, and guidance on business changes and succession. Its team includes financial advisors, tax professionals, and investment managers who tailor strategies to a client's life stage and priorities, helping clients navigate financial complexities and maintain flexibility. The firm serves clients across the United States, aiming to provide a clear plan that supports meaningful financial decisions. Operating in the financial services industry, Cook Wealth positions itself as a specialized advisor offering a broad range of services. In 2024, it was named one of the Triangle area's top places to work. In April 2025, Cook Wealth merged with Cerity Partners LLC.