What is Cunningham & Associates, LLC's NAICS code?

Cunningham & Associates, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Tax optimization Target Cunningham & Associates for enhanced cross-sell opportunities in wealth advisory, estate planning, and valuation services to deepen client value and expand advisory roles beyond tax planning.

Strategic alliances Leverage their recent hire of a Director of Strategic Alliances to propose channel partnerships, referral ecosystems, and integrated service offerings with complementary firms.

Growth potential With revenue in the $25M–$50M range and a 30+ person team serving high-net-worth individuals and complex business needs, position scalable solutions for succession planning, multi-state tax strategizing, and advanced audit defense.

Tech leverage Their tech stack includes HubSpot and analytics tooling; offer tailored MarTech and workflow automation to improve client onboarding, retention, and cross-sell efficiency.

Nationwide reach Given 50-state client support and a history of serving over 5,000 clients, present scalable outsourcing, compliance, and advisory support services to firms seeking to expand national tax and wealth services.

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Cunningham & Associates, LLC Tech Stack

Cunningham & Associates, LLC uses 8 technology products and services including The Trade Desk, Hotjar, HubSpot Content Hub, and more. Explore Cunningham & Associates, LLC's tech stack below.

The Trade Desk
Advertising
Hotjar
Analytics
HubSpot Content Hub
Content Management System
Joomla
Content Management System
WordPress
Content Management System
Google Workspace
Email
WP Engine
Platform As A Service
Piwik PRO Core
Web Analytics

Media & News

Jec Llc hired Steve Lanza as Director of Strategic Alliances on Oct 2nd '23.
Worcester, MA., October 2, 2023 - Cunningham & Associates - a leading national specialized tax advisory that helps business owners and high net worth individuals reduce their taxes and build wealth - announced that it has added Steve Lanza as Director of Strategic Alliances.
Oct 02, 2023 | www.jec-llc.com

Cunningham & Associates, LLC's Email Address Formats

Cunningham & Associates, LLC uses at least 2 email formats:

Cunningham & Associates, LLC Email Formats	Example	Percentage
FLast@jec-llc.com	JDoe@jec-llc.com	97%
Last@jec-llc.com	Doe@jec-llc.com	3%

Frequently Asked Questions

What is Cunningham & Associates, LLC's phone number?

You can contact Cunningham & Associates, LLC's main corporate office by phone at

+1-603-334-****

. 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 Cunningham & Associates, LLC's official website and social media links?

Cunningham & Associates, LLC's official website is jec-llc.com and has social profiles on LinkedIn.

How much revenue does Cunningham & Associates, LLC generate?

As of August 2026, Cunningham & Associates, LLC's annual revenue is estimated to be $25M - $50M.

What is Cunningham & Associates, LLC's SIC code and NAICS code?

Cunningham & Associates, LLC's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Cunningham & Associates, LLC have currently?

As of August 2026, Cunningham & Associates, LLC has approximately 36 employees across 1 continents, including North America. Key team members include Founder: A. B. and Managing Director: P. C. Explore Cunningham & Associates, LLC's employee directory with LeadIQ.

What industry does Cunningham & Associates, LLC belong to?

Cunningham & Associates, LLC operates in the Financial Services industry.

What technology does Cunningham & Associates, LLC use?

Cunningham & Associates, LLC's tech stack includes The Trade Desk, Hotjar, HubSpot Content Hub, Joomla, WordPress, Google Workspace, WP Engine and Piwik PRO Core.

What is Cunningham & Associates, LLC's email format?

Cunningham & Associates, LLC's email format typically follows the pattern of FLast@jec-llc.com. Find more Cunningham & Associates, LLC email formats with LeadIQ.

When was Cunningham & Associates, LLC founded?

Cunningham & Associates, LLC was founded in 1984.

Cunningham & Associates, LLC

Q: How many employees does Cunningham & Associates, LLC have currently?

Cunningham & Associates, LLC has approximately 36 employees.

Q: What technology does Cunningham & Associates, LLC use?

Cunningham & Associates, LLC's tech stack includes Animate.css, reCAPTCHA, TweenMax, LinkedIn Profile Widget, jsDelivr.

Financial ServicesMassachusetts, United States11-50 Employees

Cunningham & Associates, LLC operates in the financial services sector, providing tax and financial planning for business owners and high-net-worth individuals with complex needs. Founded in 1992 and based in Worcester, Massachusetts, the firm uses a team-based approach to service clients. To date, it has served more than 5,000 clients across the United States and helped them save billions in taxes. Its service scope spans tax and accounting, valuation, wealth advisory, and estate planning, and the firm can construct an advisory team for a client or coordinate with an existing one. A recent development is the appointment of Steve Lanza as Director of Strategic Alliances in October 2023, underscoring ongoing expansion in partnerships.