Insights

Strategic partnership Recent collaboration with Lido Advisors signals openness to white-label or collaborative wealth management solutions and expands distribution channels for Fountainhead Advisors.

Growth potential Revenue in the 10-25 million range and a lean team of 2-10 employees suggest opportunities to upsell scalable tech, compliance, and marketing services to support growth without expanding overhead.

Regulatory footprint As an SEC Registered Investment Advisory Firm, Fountainhead Advisors operates under fiduciary standards, indicating a need for robust governance, cybersecurity, and regulatory tech enhancements.

Tech stack signals Adoption of marketing and analytics tools (Microsoft Advertising, The Trade Desk, Pardot, New Relic) points to opportunities in marketing automation, data integration, CRM, and performance analytics upgrades.

Market positioning Small, specialized advisory with growth ambitions could benefit from scalable service offerings, risk management solutions, and partnerships that enhance client acquisition and retention in a competitive financial services landscape.

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Fountainhead Advisors Tech Stack

Fountainhead Advisors uses 8 technology products and services including Microsoft Advertising, The Trade Desk, Linkedin Insight Tag, and more. Explore Fountainhead Advisors's tech stack below.

Microsoft Advertising
Advertising
The Trade Desk
Advertising
Linkedin Insight Tag
Analytics
WordPress
Content Management System
Microsoft 365
Email
Pardot
Marketing
WP Engine
Platform As A Service
New Relic
Real User Monitoring

Media & News

Lido Advisors, LLC partnered with Fountainhead Advisors on Nov 11th '25
Lido Advisors, a leading national wealth advisory firm with more than $38 billion in RAUM*, today announced it will be partnering with Fountainhead Advisors, an independent wealth management firm headquartered in Warren, NJ.
Nov 11, 2025 | www.lidoadvisors.com

Fountainhead Advisors's Email Address Formats

Fountainhead Advisors uses at least 4 email formats:

Fountainhead Advisors Email Formats	Example	Percentage
First@fountainhead-advisors.com	John@fountainhead-advisors.com	78%
FLast@fountainhead-advisors.com	JDoe@fountainhead-advisors.com	9%
FirstLas@fountainhead-advisors.com	JohnDoe@fountainhead-advisors.com	6%
FirstLast@fountainhead-advisors.com	JohnDoe@fountainhead-advisors.com	7%

Frequently Asked Questions

What is Fountainhead Advisors's phone number?

You can contact Fountainhead Advisors's main corporate office by phone at

+1-732-346-****

. 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 Fountainhead Advisors's official website and social media links?

Fountainhead Advisors's official website is fountainhead-advisors.com and has social profiles on LinkedIn.

How much revenue does Fountainhead Advisors generate?

As of September 2026, Fountainhead Advisors's annual revenue is estimated to be $10M - $25M.

What is Fountainhead Advisors's NAICS code?

Fountainhead Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Fountainhead Advisors have currently?

As of September 2026, Fountainhead Advisors has approximately 5 employees across 1 continents, including North America. Key team members include Partner: J. H., Principal: B. W. and Client Service Associate: K. H. Explore Fountainhead Advisors's employee directory with LeadIQ.

What industry does Fountainhead Advisors belong to?

Fountainhead Advisors operates in the Financial Services industry.

What technology does Fountainhead Advisors use?

Fountainhead Advisors's tech stack includes Microsoft Advertising, The Trade Desk, Linkedin Insight Tag, WordPress, Microsoft 365, Pardot, WP Engine and New Relic.

What is Fountainhead Advisors's email format?

Fountainhead Advisors's email format typically follows the pattern of First@fountainhead-advisors.com. Find more Fountainhead Advisors email formats with LeadIQ.

When was Fountainhead Advisors founded?

Fountainhead Advisors was founded in 2011.

Fountainhead Advisors

Q: How many employees does Fountainhead Advisors have currently?

Fountainhead Advisors has approximately 5 employees.

Q: What technology does Fountainhead Advisors use?

Fountainhead Advisors's tech stack includes Yahoo! DOT, Office 365, Google Search Console, oEmbed, WordPress.

Q: What is Fountainhead Advisors's NAICS code?

Fountainhead Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States2-10 Employees

Fountainhead Advisors operates in the financial services sector as an independent wealth management firm based in Warren, New Jersey. It is described as an SEC-registered investment advisory firm, indicating its regulatory status and its role in providing investment guidance to clients. In November 2025, Fountainhead Advisors announced a partnership with Lido Advisors, a national wealth advisory firm, signaling collaboration within the independent wealth management space. The firm maintains a small professional staff.