Insights

Recent Acquisition FirstWave Financial was acquired by Savant Wealth Management for 440 million dollars, indicating a significant expansion and potential for increased service offerings and cross-selling opportunities within the wealth management sector.

Growing Revenue With an annual revenue ranging from 10 million to 25 million dollars, FirstWave Financial presents opportunities for targeted financial products and premium service packages aimed at mid-sized wealth management clients.

Market Positioning Operating in the competitive financial advisory space with a philosophy focused on simplifying complex financial strategies, FirstWave Financial can attract clients seeking personalized, hassle-free wealth management solutions.

Technology Use Utilizing a tech stack that includes HubSpot, MySQL, and web security tools, the company appears open to digital engagement and data-driven service enhancements, offering avenues for introducing innovative financial tech solutions.

Client Engagement With over 20 years of experience per WealthCoach and a focus on personalized financial blueprints, FirstWave Financial is positioned to attract high-net-worth individuals seeking tailored wealth strategies.

FirstWave Financial Tech Stack

FirstWave Financial uses 8 technology products and services including HubSpot Analytics, Open Graph, MySQL, and more. Explore FirstWave Financial's tech stack below.

  • HubSpot Analytics
    Analytics
  • Open Graph
    Content Management System
  • MySQL
    Database
  • HubSpot
    Marketing Automation
  • Elementor
    Page Builders
  • X-XSS-Protection
    Security
  • HSTS
    Security
  • Twitter
    Widgets

FirstWave Financial's Email Address Formats

FirstWave Financial uses at least 1 format(s):
FirstWave Financial Email FormatsExamplePercentage
FLast@firstwavefinancial.comJDoe@firstwavefinancial.com
87%
FirstLast@firstwavefinancial.comJohnDoe@firstwavefinancial.com
13%

Frequently Asked Questions

Where is FirstWave Financial's headquarters located?

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FirstWave Financial's main headquarters is located at 1300 Highway A1a Satellite Beach, Florida 32937 United States. The company has employees across 1 continents, including North America.

What is FirstWave Financial's phone number?

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You can contact FirstWave Financial'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 FirstWave Financial's official website and social media links?

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FirstWave Financial's official website is firstwavefinancial.com and has social profiles on LinkedIn.

What is FirstWave Financial's NAICS code?

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FirstWave Financial's NAICS code is 52 - Finance and Insurance.

How many employees does FirstWave Financial have currently?

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As of December 2025, FirstWave Financial has approximately 11 employees across 1 continents, including North America. Key team members include Business Manager: N. J.Client Service Manager: L. C.Wealth Coach: R. D.. Explore FirstWave Financial's employee directory with LeadIQ.

What industry does FirstWave Financial belong to?

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FirstWave Financial operates in the Financial Services industry.

What technology does FirstWave Financial use?

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FirstWave Financial's tech stack includes HubSpot AnalyticsOpen GraphMySQLHubSpotElementorX-XSS-ProtectionHSTSTwitter.

What is FirstWave Financial's email format?

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FirstWave Financial's email format typically follows the pattern of FLast@firstwavefinancial.com. Find more FirstWave Financial email formats with LeadIQ.

When was FirstWave Financial founded?

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FirstWave Financial was founded in 1995.

FirstWave Financial

Financial ServicesFlorida, United States11-50 Employees

At FirstWave Financial™, we help provide clients with structure so every financial decision supports and reinforces each other.

Founded by WealthCoach™ Tom Kirk, and headquartered in Satellite Beach, just across the river from Melbourne, FL, FirstWave Financial offers clients what many other wealth management institutions overlook: a philosophy to minimize the complexities and anxieties of investing, retirement, asset protection and estate planning.

We live in an exciting time, with information at our fingertips. The challenge is to decide what makes sense for you. With the support and planning of our FirstWave Financial WealthCoaches, who average over 20 years of experience in the financial services industry, we can help you determine, implement, monitor, and adjust your current wealth management strategies to help you achieve your financial dreams.

Utilizing a distinct approach amidst a rapidly changing world, our team of experienced WealthCoaches develop with you a financial blueprint that helps bring you to the future you have been envisioning for yourself and your loved ones.

Call today for a complimentary consultation: 321-773-7773

Section iconCompany Overview

Headquarters
1300 Highway A1a Satellite Beach, Florida 32937 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    FirstWave Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    FirstWave Financial's revenue is estimated to be in the range of $10M$25M

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