Insights

Small team A compact advisory firm with 2-10 employees indicates a lean operation that could benefit from scalable technology, process optimization, and outsourced support to expand client capacity without increasing headcount.

Financial health Reported revenue between 1M and 10M suggests solid profitability and potential for upsell to advanced financial planning tools, CRM enhancements, or practice management solutions that support growth and client experience.

Service focus Emphasis on education, goal setting, and tailored strategies positions the firm as a trusted advisor; opportunities exist to offer client engagement platforms, goal-tracking dashboards, or marketing automation to attract and retain clients.

Tech usage Current tech stack shows reliance on web tools and plugins; potential upsell areas include secure client portals, data aggregation, financial planning software integrations, and cybersecurity services tailored for RIAs.

Market positioning Competitive landscape includes large incumbents; emphasize differentiators such as personalized service and scalable processes, offering white-label or co-branded technology solutions to help the firm compete with bigger players.

First Street Wealth Advisors Tech Stack

First Street Wealth Advisors uses 8 technology products and services including WordPress, Shopify, Microsoft 365, and more. Explore First Street Wealth Advisors's tech stack below.

WordPress

Content Management System

Shopify

E-commerce

Microsoft 365

Google Cloud

Infrastructure As A Service

Google Maps

Maps

WP Engine

Platform As A Service

reCAPTCHA

Security

Vimeo

Video Players

First Street Wealth Advisors Email Formats	Example	Percentage
First@firstsia.com	John@firstsia.com	75%
First.Last@firstsia.com	John.Doe@firstsia.com	25%

First Street Wealth Advisors Email Formats

Example

Percentage

First@firstsia.com

John@firstsia.com

75%

First.Last@firstsia.com

John.Doe@firstsia.com

25%

Frequently Asked Questions

What is First Street Wealth Advisors's phone number?

You can contact First Street Wealth Advisors's main corporate office by phone at

+1-408-295-****

. 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 First Street Wealth Advisors's official website and social media links?

First Street Wealth Advisors's official website is firstswa.com and has social profiles on LinkedIn.

How much revenue does First Street Wealth Advisors generate?

As of August 2026, First Street Wealth Advisors's annual revenue is estimated to be $1M - $10M.

What is First Street Wealth Advisors's NAICS code?

First Street Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does First Street Wealth Advisors have currently?

As of August 2026, First Street Wealth Advisors has approximately 6 employees across 2 continents, including North America and Asia. Key team members include Vice President: M. G. Explore First Street Wealth Advisors's employee directory with LeadIQ.

What industry does First Street Wealth Advisors belong to?

First Street Wealth Advisors operates in the Financial Services industry.

What technology does First Street Wealth Advisors use?

First Street Wealth Advisors's tech stack includes WordPress, Shopify, Microsoft 365, Google Cloud, Google Maps, WP Engine, reCAPTCHA and Vimeo.

What is First Street Wealth Advisors's email format?

First Street Wealth Advisors's email format typically follows the pattern of First@firstsia.com. Find more First Street Wealth Advisors email formats with LeadIQ.

When was First Street Wealth Advisors founded?

First Street Wealth Advisors was founded in 1960.

First Street Wealth Advisors

Q: How many employees does First Street Wealth Advisors have currently?

First Street Wealth Advisors has approximately 6 employees.

Q: What technology does First Street Wealth Advisors use?

First Street Wealth Advisors's tech stack includes Office 365, Akismet, Really Simple Discovery, oEmbed, Yoast SEO.

Q: What is First Street Wealth Advisors's NAICS code?

First Street Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

First Street Wealth Advisors is a financial services firm based in San Jose, California. It operates with a small professional team and focuses on helping individuals, families, and businesses pursue their financial goals. The firm follows a structured process that begins with identifying and clarifying objectives, then develops solutions tailored to those goals, and supports clients through implementation. The approach aims to provide confidence, satisfaction, and peace of mind by ensuring there is a plan in place to secure the financial security of clients and their loved ones.

Within the financial services landscape, the company positions itself as a goal-oriented advisory partner that emphasizes education, preparation, and implementation support. It translates client objectives into actionable plans and guides ongoing execution of those plans. Its client base includes individuals, families, and businesses, reflecting a broad scope of financial planning needs served by a compact team.

Insights

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