Insights

Growth potential Eagle Strategies operates with a mid-sized team (51-200 employees) and revenue in the 25-50M range, indicating room for expanded wealth management services, retirement plan optimization, and larger asset allocation strategies to scale with client demand.

Defined contribution focus Recent recognition on NAPA's Top Defined Contribution list and Beacon Pointe affiliation highlight a strong emphasis on retirement plan services, presenting opportunities to cross-sell advanced DC services, fiduciary governance, and enhanced participant education programs.

Strategic asset moves Past investments in diversified equities and ETFs such as SPDR MSCI USA StrategicFactors ETF and Target stock suggest openness to differentiated portfolio approaches, enabling sales conversations around factor-based strategies, risk management, and thematic allocations.

Technology footprint Utilization of common enterprise tech and web infrastructure tools indicates potential for scalable digital advisory experiences, client portals, and data-driven financial planning features to improve client engagement and onboarding.

Lifecycle planning Positioning around Lifetime Wealth Portfolios and holistic planning signals a client base seeking comprehensive, long-term financial solutions, opening upsell opportunities in tax optimization, insurance integration, and estate planning services.

Similar companies to Eagle Strategies, LLC (New York Life Company)

MassMutual
12K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial Services, LLC
18K$10B+
Merrill Lynch
35K$10B+
Morgan Stanley
101K$10B+
Raymond James
20K$10B+
UBS
118K$10B+
Edward Jones
46K$10B+

Eagle Strategies, LLC (New York Life Company) Tech Stack

Eagle Strategies, LLC (New York Life Company) uses 8 technology products and services including WordPress, OneTrust, Salesforce, and more. Explore Eagle Strategies, LLC (New York Life Company)'s tech stack below.

WordPress
Content Management System
OneTrust
Cookie Compliance
Salesforce
Customer Relationship Management
imagesLoaded
Javascript Libraries
Oracle Eloqua
Marketing Automation
WP Engine
Platform As A Service
PHP
Programming Languages
Google Analytics
Web Analytics

Media & News

Eagle Strategies, LLC (New York Life Company)'s Email Address Formats

Eagle Strategies, LLC (New York Life Company) uses at least 4 email formats:

Eagle Strategies, LLC (New York Life Company) Email Formats	Example	Percentage
FLast@eaglestrategies.com	JDoe@eaglestrategies.com	89%
First.Last@eaglestrategies.com	John.Doe@eaglestrategies.com	9%
FMLast@eaglestrategies.com	JMDoe@eaglestrategies.com	1%
FirstLast@eaglestrategies.com	JohnDoe@eaglestrategies.com	1%

Frequently Asked Questions

What is Eagle Strategies, LLC (New York Life Company)'s official website and social media links?

Eagle Strategies, LLC (New York Life Company)'s official website is eaglestrategies.com and has social profiles on LinkedIn.

How much revenue does Eagle Strategies, LLC (New York Life Company) generate?

As of July 2026, Eagle Strategies, LLC (New York Life Company)'s annual revenue is estimated to be $25M - $50M.

What is Eagle Strategies, LLC (New York Life Company)'s NAICS code?

Eagle Strategies, LLC (New York Life Company)'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Eagle Strategies, LLC (New York Life Company) have currently?

As of July 2026, Eagle Strategies, LLC (New York Life Company) has approximately 59 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: D. W., Owner: D. S. and Office Manager: C. H. Explore Eagle Strategies, LLC (New York Life Company)'s employee directory with LeadIQ.

What industry does Eagle Strategies, LLC (New York Life Company) belong to?

Eagle Strategies, LLC (New York Life Company) operates in the Investment Management industry.

What technology does Eagle Strategies, LLC (New York Life Company) use?

Eagle Strategies, LLC (New York Life Company)'s tech stack includes WordPress, OneTrust, Salesforce, imagesLoaded, Oracle Eloqua, WP Engine, PHP and Google Analytics.

What is Eagle Strategies, LLC (New York Life Company)'s email format?

Eagle Strategies, LLC (New York Life Company)'s email format typically follows the pattern of FLast@eaglestrategies.com. Find more Eagle Strategies, LLC (New York Life Company) email formats with LeadIQ.

Eagle Strategies, LLC (New York Life Company)

Investment ManagementUnited States51-200 Employees

Eagle Strategies, LLC, a New York Life Company, operates in the investment management sector in the United States. It develops customized financial solutions designed to remain flexible as markets, tax laws, and personal circumstances change. Its services cover investments, asset allocation, and protection of earnings, alongside other insurance needs, delivered via the Lifetime Wealth Portfolios wealth management platform and a holistic financial planning program.

The company engages with associated advisers to help clients take control of their financial lives and pursue durable strength, stability, and growth. In May 2024, Eagle Strategies was named to a list recognizing top defined-contribution advisor multi-office firms for 2024, reflecting its standing within the defined-contribution advisory space.