Insights

Independent Wealth Legacy as an independent wealth manager with integrated services (investment brokerage, asset management, insurance) presents cross-sell opportunities to clients seeking comprehensive wealth solutions and lifecycle planning.

Aged Firm Network Established since 1933 with a multi-generational client base opens avenues for referral partnerships and expanded services to family offices, nonprofits, and private businesses seeking ongoing wealth protection and growth.

Acquisition Footprint Past acquisition activity by St. Germain Investment Management suggests potential for strategic partnerships or post-merger opportunities to bolster platform capabilities and client onboarding efficiencies.

Tech Modernization Utilization of cloud, CRM, analytics, and website platforms indicates readiness for digital advisory enhancements, data-driven client segmentation, and scalable service delivery to attract mid-market clients.

Mid-Market Focus Revenue range and client base imply targeting mid-market families and small to medium-sized enterprises with tailored investment management, risk, and insurance solutions to expand revenue per client.

Similar companies to Gage-Wiley & Co., Inc.

Gage-Wiley & Co., Inc. Tech Stack

Gage-Wiley & Co., Inc. uses 8 technology products and services including iCIMS, WordPress, Salesforce, and more. Explore Gage-Wiley & Co., Inc.'s tech stack below.

Gage-Wiley & Co., Inc.'s Email Address Formats

Gage-Wiley & Co., Inc. uses at least 4 email formats:
Gage-Wiley & Co., Inc. Email FormatsExamplePercentage
FLast@gagewiley.comJDoe@gagewiley.com
79%
First.Last@gagewiley.comJohn.Doe@gagewiley.com
7%
FiLast@gagewiley.comJoDoe@gagewiley.com
7%
Last@gagewiley.comDoe@gagewiley.com
7%

Frequently Asked Questions

What is Gage-Wiley & Co., Inc.'s phone number?

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You can contact Gage-Wiley & Co., Inc.'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 Gage-Wiley & Co., Inc.'s official website and social media links?

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Gage-Wiley & Co., Inc.'s official website is gagewiley.com and has social profiles on LinkedIn.

How much revenue does Gage-Wiley & Co., Inc. generate?

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As of October 2026, Gage-Wiley & Co., Inc.'s annual revenue is estimated to be $10M - $25M.

What is Gage-Wiley & Co., Inc.'s SIC code and NAICS code?

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Gage-Wiley & Co., Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Gage-Wiley & Co., Inc. have currently?

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As of October 2026, Gage-Wiley & Co., Inc. has approximately 12 employees across 3 continents, including North America, Oceania and Europe. Key team members include Vice President Operations Manager: J. R., Engineering Director: S. H. and Design Manager: A. Z. Explore Gage-Wiley & Co., Inc.'s employee directory with LeadIQ.

What industry does Gage-Wiley & Co., Inc. belong to?

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Gage-Wiley & Co., Inc. operates in the Investment Management industry.

What technology does Gage-Wiley & Co., Inc. use?

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Gage-Wiley & Co., Inc.'s tech stack includes iCIMS, WordPress, Salesforce, Google Cloud, jQuery, WP Engine, Google Analytics and Piwik PRO Core.

What is Gage-Wiley & Co., Inc.'s email format?

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Gage-Wiley & Co., Inc.'s email format typically follows the pattern of FLast@gagewiley.com. Find more Gage-Wiley & Co., Inc. email formats with LeadIQ.

When was Gage-Wiley & Co., Inc. founded?

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Gage-Wiley & Co., Inc. was founded in 1933.
Gage-Wiley & Co., Inc. logo

Gage-Wiley & Co., Inc.

Investment ManagementMassachusetts, United States11-50 Employees

Gage-Wiley & Co., Inc. operates within the investment management industry, providing independent wealth stewardship through a full-service team that includes advisors, analysts, and associates. The firm focuses on building relationships with individuals, multi-generational families, business owners, nonprofits, and small corporations, offering a range of services as advisors, investment managers, and consultants to protect and grow clients’ assets across life’s trajectory. Founded in 1933 and based in Northampton, Massachusetts, the company emphasizes independence and a structure that supports comprehensive wealth management across investment brokerage, asset management, and insurance through three licensed entities. A notable development in its history is the 2020 announcement of its acquisition by St. Germain Investment Management, reflecting a strategic change in ownership while maintaining its integrated service model. The organization positions itself as a longstanding, independent partner for clients seeking planning for both expected and unexpected financial needs, with a focus on personalized guidance and ongoing engagement. } }{ } } {

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1933
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Gage-Wiley & Co., Inc.'s revenue is estimated to be in the range of $10M - $25M

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