What is Gibbs Financial Group & Gibbs Wealth Management's NAICS code?

Gibbs Financial Group & Gibbs Wealth Management's NAICS code is 52 (Finance and Insurance).

Insights

Wealth Management Focus Gibbs Financial Group & Gibbs Wealth Management specializes in wealth management, retirement planning, and fixed indexed annuities, suggesting opportunities to cross-sell advanced retirement solutions, risk management products, and advisory services to high-net-worth prospects.

Mid-Market Scale With 11-50 employees and revenue in the $25M-$50M range, they sit between small advisory shops and large incumbents, indicating potential for scalable partnerships, white-label platforms, or technology integrations to improve client experience and efficiency.

Tech Stack Leverage Current tools include WordPress, Shopify, Google Cloud, and analytics platforms, signaling openness to digital marketing optimization, CRM enhancements, and client engagement automation to attract and retain clients.

Growth Opportunities Revenue in the multi-millions and active presence in retirement planning point to opportunities for strategic partnerships, co-marketing, or onboarding of additional financial products and services to expand wallet share.

Competitive Positioning Operating in a field with peers like Ameriprise, Fidelity, and Charles Schwab, Gibbs could benefit from targeted value propositions around personalized service, fiduciary alignment, and niche product offerings to differentiate from larger incumbents.

Similar companies to Gibbs Financial Group & Gibbs Wealth Management

Charles Schwab
35K$10B+
Northwestern Mutual
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Wells Fargo Advisors
15K$10B+
Ameriprise Financial
10K$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Morgan Stanley
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Edward Jones
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Gibbs Financial Group & Gibbs Wealth Management Tech Stack

Gibbs Financial Group & Gibbs Wealth Management uses 8 technology products and services including Matomo, WordPress, Shopify, and more. Explore Gibbs Financial Group & Gibbs Wealth Management's tech stack below.

Matomo
Analytics
WordPress
Content Management System
Shopify
E-commerce
Google Workspace
Email
Google Cloud
Infrastructure As A Service
Constant Contact
Marketing Automation
WP Engine
Platform As A Service
Piwik PRO Core
Web Analytics

Gibbs Financial Group & Gibbs Wealth Management's Email Address Formats

Gibbs Financial Group & Gibbs Wealth Management uses at least 3 email formats:

Gibbs Financial Group & Gibbs Wealth Management Email Formats	Example	Percentage
First.Last@gibbsfinancialgroup.com	John.Doe@gibbsfinancialgroup.com	89%
F.Last@gibbsfinancialgroup.com	J.Doe@gibbsfinancialgroup.com	7%
Last.First@gibbsfinancialgroup.com	Doe.John@gibbsfinancialgroup.com	4%

Frequently Asked Questions

What is Gibbs Financial Group & Gibbs Wealth Management's official website and social media links?

Gibbs Financial Group & Gibbs Wealth Management's official website is gibbsfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Gibbs Financial Group & Gibbs Wealth Management generate?

As of September 2026, Gibbs Financial Group & Gibbs Wealth Management's annual revenue is estimated to be $25M - $50M.

What is Gibbs Financial Group & Gibbs Wealth Management's SIC code and NAICS code?

Gibbs Financial Group & Gibbs Wealth Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Gibbs Financial Group & Gibbs Wealth Management have currently?

As of September 2026, Gibbs Financial Group & Gibbs Wealth Management has approximately 27 employees across 2 continents, including North America and Oceania. Key team members include Founder: G. G., Vice President: A. G. and Director Of New Business: J. F. Explore Gibbs Financial Group & Gibbs Wealth Management's employee directory with LeadIQ.

What industry does Gibbs Financial Group & Gibbs Wealth Management belong to?

Gibbs Financial Group & Gibbs Wealth Management operates in the Financial Services industry.

What technology does Gibbs Financial Group & Gibbs Wealth Management use?

Gibbs Financial Group & Gibbs Wealth Management's tech stack includes Matomo, WordPress, Shopify, Google Workspace, Google Cloud, Constant Contact, WP Engine and Piwik PRO Core.

What is Gibbs Financial Group & Gibbs Wealth Management's email format?

Gibbs Financial Group & Gibbs Wealth Management's email format typically follows the pattern of First.Last@gibbsfinancialgroup.com. Find more Gibbs Financial Group & Gibbs Wealth Management email formats with LeadIQ.

When was Gibbs Financial Group & Gibbs Wealth Management founded?

Gibbs Financial Group & Gibbs Wealth Management was founded in 2009.

Gibbs Financial Group & Gibbs Wealth Management

Financial ServicesGeorgia, United States11-50 Employees

Gibbs Financial Group & Gibbs Wealth Management is a financial services firm based in Alpharetta, Georgia. It provides counsel on wealth management, fixed indexed annuities, insurance, and retirement planning, helping clients shape long-term financial strategies.

Its client base consists of individuals seeking guidance on wealth management, risk protection through insurance, and retirement planning. As a smaller advisory practice within the financial services sector, it emphasizes personalized planning tailored to each client’s goals. The company operates in the Alpharetta area and serves clients in the surrounding region.