What is Insight Wealth Partners, LLC's NAICS code?

Insight Wealth Partners, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Wealth Management Growth Independent fee-only advisory with $25M-$50M revenue presents an opportunity to cross-sell enhanced investment solutions, retirement planning, and concierge financial planning services to similar mid-market clients seeking holistic wealth management.

Strategic Asset Exposure Recent activity in Lam Research and Invesco BulletShares 2025 High Yield ETF indicates a willingness to diversify into technology and fixed income assets; leverage this to position risk-managed portfolios and research-driven allocations for risk-aware clients.

Tech Enablement Current tech stack includes Google Cloud, Sentry, and multiple CMS platforms; target firms with scalable digital onboarding, secure reporting, and automated advisory workflows to complement their existing infrastructure and improve client experience.

SMB to Mid-Market Fit Firm size (11-50 employees) and significant revenue suggest a service model optimized for high-touch planning with scalable solutions; upsell integrated financial planning, retirement services, and fiduciary advisory programs to similar firms or affiliated offices.

Competitive Positioning As a fee-only independent advisor, emphasize conflict-free guidance and comprehensive planning to attract clients seeking transparency; align outreach with industry peers and benchmark against mid-tier providers to capture market share from larger incumbents.

Insight Wealth Partners, LLC Tech Stack

Insight Wealth Partners, LLC uses 8 technology products and services including RSS, Wix, WordPress, and more. Explore Insight Wealth Partners, LLC's tech stack below.

RSS
Content Management System
Wix
Content Management System
WordPress
Content Management System
Module Federation
Development
Wix eCommerce
E-commerce
Google Cloud
Infrastructure As A Service
Sentry
Issue Trackers
Polyfill
Javascript Libraries

Media & News

Insight Wealth Partners, LLC's Email Address Formats

Insight Wealth Partners, LLC uses at least 4 email formats:

Insight Wealth Partners, LLC Email Formats	Example	Percentage
First.Last@insightwp.com	John.Doe@insightwp.com	79%
Last@insightwp.com	Doe@insightwp.com	10%
First.Middle@insightwp.com	John.Michael@insightwp.com	6%
First@insightwp.com	John@insightwp.com	5%

Frequently Asked Questions

What is Insight Wealth Partners, LLC's phone number?

You can contact Insight Wealth Partners, LLC's main corporate office by phone at

+1-972-543-****

. 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 Insight Wealth Partners, LLC's official website and social media links?

Insight Wealth Partners, LLC's official website is insightwp.com and has social profiles on LinkedIn.

How much revenue does Insight Wealth Partners, LLC generate?

As of October 2026, Insight Wealth Partners, LLC's annual revenue is estimated to be $25M - $50M.

What is Insight Wealth Partners, LLC's SIC code and NAICS code?

Insight Wealth Partners, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Insight Wealth Partners, LLC have currently?

As of October 2026, Insight Wealth Partners, LLC has approximately 22 employees across 2 continents, including North America and Oceania. Key team members include Founding Partner: P. G., Director Of Insurance And New Business At Wealth Insight Partners: K. S. and Manager: N. S. Explore Insight Wealth Partners, LLC's employee directory with LeadIQ.

What industry does Insight Wealth Partners, LLC belong to?

Insight Wealth Partners, LLC operates in the Investment Management industry.

What technology does Insight Wealth Partners, LLC use?

Insight Wealth Partners, LLC's tech stack includes RSS, Wix, WordPress, Module Federation, Wix eCommerce, Google Cloud, Sentry and Polyfill.

What is Insight Wealth Partners, LLC's email format?

Insight Wealth Partners, LLC's email format typically follows the pattern of First.Last@insightwp.com. Find more Insight Wealth Partners, LLC email formats with LeadIQ.

When was Insight Wealth Partners, LLC founded?

Insight Wealth Partners, LLC was founded in 2010.

Insight Wealth Partners, LLC

Q: How many employees does Insight Wealth Partners, LLC have currently?

Insight Wealth Partners, LLC has approximately 22 employees.

Q: What technology does Insight Wealth Partners, LLC use?

Insight Wealth Partners, LLC's tech stack includes Webpack, Wix eCommerce, jQuery, reCAPTCHA, Zepto.

Investment ManagementTexas, United States11-50 Employees

Insight Wealth Partners, LLC operates as an independent, fee-only wealth management and advisory firm based in Plano, Texas. It provides comprehensive financial planning and investment management services designed to help clients pursue personal financial goals and realize their aspirations. The firm emphasizes stewardship, discipline, and a balanced perspective to guide the financial decisions it makes on behalf of clients. 

Its services are targeted at individuals seeking holistic guidance on saving, investing, and long-term financial planning, with an emphasis on objective advice. In the investment management field, the firm presents itself as an independent, client-focused alternative that prioritizes long-term outcomes over transactional sales. The organization operates with a small-to-mid-sized team from its Plano base.