Insights

Growth Through Expansion First Mid Wealth Management is actively expanding its physical presence, evidenced by recent office openings and planned acquisitions, such as the Two Rivers Financial Group deal. This presents an opportunity to offer tailored solutions for scalable infrastructure, technology integration, and client onboarding support.

Enhanced Client Engagement The company emphasizes a personalized wealth management approach, working closely with clients to understand goals and present a range of investment options. Sales efforts could focus on advanced CRM and communication tools to further enrich client interactions and satisfaction.

Technology Adoption With a tech stack that includes Google Analytics, DocuSign, and Shopify, First Mid demonstrates openness to digital solutions. Developing or providing secure, customizable digital platforms for wealth management, compliance, and customer portals could align well with their modernization efforts.

Recognition & Employee Engagement Multiple awards for workplace culture and flexibility highlight a strong focus on employee satisfaction. Offering innovative employee engagement and productivity tools might appeal to their efforts to maintain a motivated, high-performing team.

Market Position & Revenue Operating within a competitive landscape with mid-size revenue between 10 to 25 million, First Mid presents opportunities for scalable financial products, advanced analytics, and specialized advisory services designed for firms in the growth phase seeking to differentiate in wealth management.

First Mid Wealth Management Tech Stack

First Mid Wealth Management uses 8 technology products and services including Open Graph, Shopify, jQuery, and more. Explore First Mid Wealth Management's tech stack below.

  • Open Graph
    Content Management System
  • Shopify
    E-commerce
  • jQuery
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • Imunify360
    Security
  • Google Analytics
    Web Analytics
  • Gravity Forms
    Web Platform Extensions

Media & News

First Mid Wealth Management's Email Address Formats

First Mid Wealth Management uses at least 1 format(s):
First Mid Wealth Management Email FormatsExamplePercentage
FLast@firstmid.comJDoe@firstmid.com
93%
First.Last@firstmid.comJohn.Doe@firstmid.com
4%
FirstLast@firstmid.comJohnDoe@firstmid.com
2%
F.Last@firstmid.comJ.Doe@firstmid.com
1%

Frequently Asked Questions

What is First Mid Wealth Management's official website and social media links?

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First Mid Wealth Management's official website is firstmid.com and has social profiles on LinkedIn.

How much revenue does First Mid Wealth Management generate?

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As of January 2026, First Mid Wealth Management's annual revenue is estimated to be $71M.

What is First Mid Wealth Management's NAICS code?

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First Mid Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does First Mid Wealth Management have currently?

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As of January 2026, First Mid Wealth Management has approximately 19 employees across 1 continents, including North America. Key team members include Assistant Portfolio Manager: E. G.Trust Operations Officer: C. G.Administrative Assistant: C. P.. Explore First Mid Wealth Management's employee directory with LeadIQ.

What industry does First Mid Wealth Management belong to?

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First Mid Wealth Management operates in the Financial Services industry.

What technology does First Mid Wealth Management use?

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First Mid Wealth Management's tech stack includes Open GraphShopifyjQueryjQuery UIDocuSignImunify360Google AnalyticsGravity Forms.

What is First Mid Wealth Management's email format?

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First Mid Wealth Management's email format typically follows the pattern of FLast@firstmid.com. Find more First Mid Wealth Management email formats with LeadIQ.

First Mid Wealth Management

Financial ServicesIllinois, United States11-50 Employees

In many ways, managing your wealth is like managing your life. For individuals, it encompasses preserving your hard earned income, investing for retirement, providing for your family’s future and contributing to your community. For businesses, it can include minimizing tax obligations and providing employee benefits.

Wealth management is a serious business and needs to be addressed with great care, planning and intelligence. At First Mid, our certified and accredited professionals will work with you to understand your goals, answer your questions, and walk through your options hand in hand.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Mid Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    First Mid Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    First Mid Wealth Management's revenue is estimated to be in the range of $10M$25M

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