What is FiduciaryVest, LLC's NAICS code?

FiduciaryVest, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Targeted Client Base FiduciaryVest specializes in providing fiduciary advisory services for institutional clients such as pension plans, endowments, foundations, and hospitals, presenting opportunities to offer tailored financial solutions and compliance tools for similar entities.

Growing Reputation Recognition as a top charitable financial advisor in 2020 enhances its credibility, making it an attractive prospect for firms seeking expert fiduciary management or partnership in philanthropic sectors.

Technology Utilization The utilization of modern web technologies like WordPress, Chart.js, and Google Maps indicates openness to digital engagement, providing avenues to introduce innovative financial planning tools and client portal enhancements.

Leadership Expansion The hiring of a CFA and Senior Consultant highlights a strengthening leadership team, signaling potential for expanding service offerings or entering new markets through elevated expertise.

Market Positioning With a revenue range of up to 10 million dollars and a niche focus on fiduciary advisory for specialized institutional clients, there is significant potential to differentiate further and develop premium or specialized financial products for this target segment.

Similar companies to FiduciaryVest, LLC

FiduciaryVest, LLC Tech Stack

FiduciaryVest, LLC uses 8 technology products and services including WordPress, Chart.js, jQuery Migrate, and more. Explore FiduciaryVest, LLC's tech stack below.

WordPress
Content Management System
Chart.js
Javascript Graphics
jQuery Migrate
Javascript Libraries
Google Maps
Maps
SWFObject
Miscellaneous
PHP
Programming Languages
Bluehost
Web Hosting
Gravity Forms
Web Platform Extensions

Media & News

FiduciaryVest, LLC's Email Address Formats

FiduciaryVest, LLC uses at least 1 format(s):

FiduciaryVest, LLC Email Formats	Example	Percentage
First.Last@fiduciaryvest.com	John.Doe@fiduciaryvest.com	44%
Last@fiduciaryvest.com	Doe@fiduciaryvest.com	8%
First.MiddleLast@fiduciaryvest.com	John.MichaelDoe@fiduciaryvest.com	4%
First.Last@fiduciaryvest.com	John.Doe@fiduciaryvest.com	44%

Frequently Asked Questions

Where is FiduciaryVest, LLC's headquarters located?

FiduciaryVest, LLC's main headquarters is located at 600 Galleria Parkway Atlanta, Georgia 30339 United States. The company has employees across 1 continents, including North America.

What is FiduciaryVest, LLC's phone number?

You can contact FiduciaryVest, LLC's main corporate office by phone at

+1-404-446-****

. 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 FiduciaryVest, LLC's official website and social media links?

FiduciaryVest, LLC's official website is fiduciaryvest.com and has social profiles on LinkedIn.

What is FiduciaryVest, LLC's SIC code NAICS code?

FiduciaryVest, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does FiduciaryVest, LLC have currently?

As of March 2026, FiduciaryVest, LLC has approximately 6 employees across 1 continents, including North America. Key team members include Chief Investment Officer: G. B.Director Of Business Development: J. D. C.Senior Consultant: M. K.. Explore FiduciaryVest, LLC's employee directory with LeadIQ.

What industry does FiduciaryVest, LLC belong to?

FiduciaryVest, LLC operates in the Financial Services industry.

What technology does FiduciaryVest, LLC use?

FiduciaryVest, LLC's tech stack includes WordPressChart.jsjQuery MigrateGoogle MapsSWFObjectPHPBluehostGravity Forms.

What is FiduciaryVest, LLC's email format?

FiduciaryVest, LLC's email format typically follows the pattern of First.Last@fiduciaryvest.com. Find more FiduciaryVest, LLC email formats with LeadIQ.

When was FiduciaryVest, LLC founded?

FiduciaryVest, LLC was founded in 2005.

FiduciaryVest, LLC

Q: What is FiduciaryVest, LLC's official website and social media links?

FiduciaryVest, LLC's official website is fiduciaryvest.com. FiduciaryVest, LLC has social profiles on LinkedIn.

Q: How many employees does FiduciaryVest, LLC have currently?

FiduciaryVest, LLC has approximately 6 employees.

Q: What technology does FiduciaryVest, LLC use?

FiduciaryVest, LLC's tech stack includes Microsoft 365, Open Graph, Sendinblue, MonsterInsights, Facebook.

Financial ServicesGeorgia, United States2-10 Employees

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients.  We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. 

By design, we are free from the influences of any revenue sources other than direct compensation by our clients.

We believe that each client has unique investing needs and risk-taking context.

We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.