Insights

Growth & Scale Target Frontier Wealth Management as a mid-sized independent RIA aiming to expand assets under management through acquisitions and strategic partnerships, leveraging their recent growth signals and integration of new advisory teams.

Acquisition Potential Explore services or solutions that support M&A activity, given their past acquisition of Karstens Investment Counsel and ongoing growth, including due diligence, integration tech, and post-merger client onboarding.

Tech Enablement Offer scalable technology and CRM enhancements aligned with their stack (MoneyGuide, Microsoft Dynamics, Office 365) to improve client experience, workflow automation, and data analytics across planning, investments, and insurance solutions.

Portfolio Diversification Position investment solutions that complement their current holdings in private assets or alternative investments (as indicated by their stake purchases) to broaden client offerings and risk-adjusted returns.

Wealth Advisory Expansion Provide client engagement and retention tools, education platforms, and insurance solutions to deepen relationships with busy professionals and families served by a full-spectrum wealth management firm.

Similar companies to Frontier Wealth Management

Capital Group Private Client Services
240$250M - $500M
Capital Wealth Management
22$1M - $10M
Empirical Wealth Management
123$100M - $250M

Frontier Wealth Management Tech Stack

Frontier Wealth Management uses 8 technology products and services including MoneyGuide, WordPress, Microsoft Outlook, and more. Explore Frontier Wealth Management's tech stack below.

MoneyGuide
Accounting And Finance
WordPress
Content Management System
Microsoft Outlook
Email
Microsoft Dynamics
Enterprise Resource Planning
jQuery
Javascript Libraries
Office 365
Office Suites
Google Analytics
Web Analytics
CSS
Web Tools And Plugins

Media & News

Frontier Wealth Management's Email Address Formats

Frontier Wealth Management uses at least 4 email formats:

Frontier Wealth Management Email Formats	Example	Percentage
First@frontierwealth.com	John@frontierwealth.com	57%
FLast@frontierwealth.com	JDoe@frontierwealth.com	29%
Last@frontierwealth.com	Doe@frontierwealth.com	8%
First.Last@frontierwealth.com	John.Doe@frontierwealth.com	6%

Frequently Asked Questions

What is Frontier Wealth Management's phone number?

You can contact Frontier Wealth Management's main corporate office by phone at

+1-816-753-****

. 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 Frontier Wealth Management's official website and social media links?

Frontier Wealth Management's official website is frontierwealth.com and has social profiles on LinkedIn.

How much revenue does Frontier Wealth Management generate?

As of July 2026, Frontier Wealth Management's annual revenue is estimated to be $100M - $250M.

What is Frontier Wealth Management's NAICS code?

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

How many employees does Frontier Wealth Management have currently?

As of July 2026, Frontier Wealth Management has approximately 51 employees across 3 continents, including North America, Asia and Europe. Key team members include Ceo: P. G., Owner: A. L. and Wealth Manager: M. T. Explore Frontier Wealth Management's employee directory with LeadIQ.

What industry does Frontier Wealth Management belong to?

Frontier Wealth Management operates in the Financial Services industry.

What technology does Frontier Wealth Management use?

Frontier Wealth Management's tech stack includes MoneyGuide, WordPress, Microsoft Outlook, Microsoft Dynamics, jQuery, Office 365, Google Analytics and CSS.

What is Frontier Wealth Management's email format?

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

When was Frontier Wealth Management founded?

Frontier Wealth Management was founded in 2007.

Frontier Wealth Management

Q: How many employees does Frontier Wealth Management have currently?

Frontier Wealth Management has approximately 51 employees.

Q: What technology does Frontier Wealth Management use?

Frontier Wealth Management's tech stack includes jQuery, prettyPhoto, Microsoft Excel, Twemoji, Google Fonts API.

Q: What is Frontier Wealth Management's NAICS code?

Frontier Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesMissouri, United States51-200 Employees

Frontier Wealth Management operates in the financial services sector, providing a broad range of wealth-management services that include financial planning, investment advice, and insurance solutions for individuals, families, and busy professionals. The firm develops customized plans tailored to each client's unique circumstances and goals. Its stated purpose is to identify and create solutions that simplify clients' lives and empower them with confidence. Based in Kansas City, Missouri, Frontier positions itself as an independent registered investment adviser within the financial services industry. The company describes itself as a mid-sized practice serving clients seeking integrated wealth-management guidance.