Insights

Growth potential Mid-sized wealth management firm with revenue between 25M and 50M signals room for scalable technology upgrades, enhanced marketing automation, and expanded advisory services to capture more high-value clients.

Technology stance Existing tech stack includes WordPress, Shopify, Microsoft 365, and marketing tools like Constant Contact and Facebook Pixel, indicating readiness for digital client acquisition, onboarding automation, and data-driven segmentation to boost lead conversion.

Compliance edge Securities offered through a registered broker-dealer and advisory services through a registered RIA, suggesting opportunities to upsell custodial integrations, risk analytics, and client reporting solutions that align with regulatory requirements.

SMB focus Employee range and revenue position align with mid-market SMB guidance needs; potential for personalized financial planning tools, client education platforms, and scalable CRM/workflow solutions tailored to smaller teams.

Competitive landscape Competing against strong incumbents with large staffs implies a need for cost-effective technology, fintech partnerships, and value-added services (planning education, retirement/inheritance planning) to differentiate and win with niche client segments.

Similar companies to Financial Voyages - Wealth Management

Financial Voyages - Wealth Management Tech Stack

Financial Voyages - Wealth Management uses 8 technology products and services including Facebook Pixel, WordPress, Shopify, and more. Explore Financial Voyages - Wealth Management's tech stack below.

Financial Voyages - Wealth Management's Email Address Formats

Financial Voyages - Wealth Management uses at least 4 email formats:
Financial Voyages - Wealth Management Email FormatsExamplePercentage
First.Last@financialvoyages.comJohn.Doe@financialvoyages.com
85%
Last@financialvoyages.comDoe@financialvoyages.com
8%
Fir.Last@financialvoyages.comJoh.Doe@financialvoyages.com
3%
F.Last@financialvoyages.comJ.Doe@financialvoyages.com
4%

Frequently Asked Questions

What is Financial Voyages - Wealth Management's phone number?

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You can contact Financial Voyages - Wealth Management's main corporate office by phone at . 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 Financial Voyages - Wealth Management's official website and social media links?

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Financial Voyages - Wealth Management's official website is financialvoyages.com and has social profiles on LinkedIn.

How much revenue does Financial Voyages - Wealth Management generate?

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As of September 2026, Financial Voyages - Wealth Management's annual revenue is estimated to be $25M - $50M.

What is Financial Voyages - Wealth Management's SIC code and NAICS code?

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

How many employees does Financial Voyages - Wealth Management have currently?

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As of September 2026, Financial Voyages - Wealth Management has approximately 18 employees across 1 continents, including North America. Key team members include Partner, Financial Advisor: D. M. M. C., Operations Manager: D. S. and Client Service Advocate: S. G. Explore Financial Voyages - Wealth Management's employee directory with LeadIQ.

What industry does Financial Voyages - Wealth Management belong to?

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Financial Voyages - Wealth Management operates in the Financial Services industry.

What technology does Financial Voyages - Wealth Management use?

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Financial Voyages - Wealth Management's tech stack includes Facebook Pixel, WordPress, Shopify, Microsoft 365, Constant Contact, WP Engine, HTTP/3 and FitVids.js.

What is Financial Voyages - Wealth Management's email format?

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Financial Voyages - Wealth Management's email format typically follows the pattern of First.Last@financialvoyages.com. Find more Financial Voyages - Wealth Management email formats with LeadIQ.
Financial Voyages - Wealth Management logo

Financial Voyages - Wealth Management

Financial ServicesPennsylvania, United States11-50 Employees

Financial Voyages, LLC operates in the financial services sector, offering guidance on both straightforward and complex planning concerns. The firm focuses on helping clients navigate retirement, estate planning, insurance decisions, and investments, providing trusted advice and education as they consider their future goals. Based in Harleysville, Pennsylvania, the company serves individuals seeking structured financial planning and decision support, positioning itself as a source of independent, non-promotional guidance rather than a sales-focused advisor. The business is part of a broader ecosystem of registered and advisory services offered through affiliated entities, emphasizing a client-first approach to financial decisions. With a small to mid-sized team, Financial Voyages supports its clients through personalized planning discussions and education to address evolving financial needs.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Financial Voyages - Wealth Management's revenue is estimated to be in the range of $25M - $50M

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