What is Investment Placement Group's NAICS code?

Investment Placement Group's NAICS code is 52 (Finance and Insurance).

Insights

Independent Wealth Operate as a fully independent wealth management firm with global clientele, suggesting a sales opportunity in advanced investment solutions, cross-border wealth planning, and outsourced CIO services.

Mid‑Size Scale Mid-sized firm with 51-200 employees and $50M-$100M revenue presents a target for scalable technology, advisory platforms, and boutique product partnerships that align with personalized service models.

Tech Levers Current tech stack includes WordPress, Google Cloud, Office 365, and HTTP/3, indicating openness to modernization, cybersecurity enhancements, data analytics, CRM integration, and client portal improvements.

Growth Signals Revenue range and independent structure point to potential needs in regional expansion, additional channel partnerships, family office services, and discretionary portfolio management capabilities.

Competitive Position Size and market positioning suggest opportunities to differentiate through specialized wealth strategies, ESG/sustainable investing, and customized reporting for global clients to compete with larger advisory firms.

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Investment Placement Group Tech Stack

Investment Placement Group uses 8 technology products and services including WordPress, Twemoji, Google Cloud, and more. Explore Investment Placement Group's tech stack below.

WordPress
Content Management System
Twemoji
Font Scripts
Google Cloud
Infrastructure As A Service
Underscore.js
Javascript Libraries
Really Simple Discovery
Miscellaneous
Office 365
Office Suites
WP Engine
Platform As A Service
HTTP/3
Web & Portal Technology

Investment Placement Group's Email Address Formats

Investment Placement Group uses at least 7 email formats:

Investment Placement Group Email Formats	Example	Percentage
First@investipg.com	John@investipg.com	53%
FirstLast@investipg.com	JohnDoe@investipg.com	25%
First.Last@investipg.com	John.Doe@investipg.com	19%
F.Last@investipg.com	J.Doe@investipg.com	3%
First@ipgsd.com	John@ipgsd.com	74%
Last@ipgsd.com	Doe@ipgsd.com	15%
FLast@ipgsd.com	JDoe@ipgsd.com	11%

Frequently Asked Questions

What is Investment Placement Group's phone number?

You can contact Investment Placement Group's main corporate office by phone at

+1-619-326-****

. 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 Investment Placement Group's official website and social media links?

Investment Placement Group's official website is investipg.com and has social profiles on LinkedIn.

How much revenue does Investment Placement Group generate?

As of September 2026, Investment Placement Group's annual revenue is estimated to be $50M - $100M.

What is Investment Placement Group's SIC code and NAICS code?

Investment Placement Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Investment Placement Group have currently?

As of September 2026, Investment Placement Group has approximately 57 employees across 4 continents, including North America, South America and Asia. Key team members include Vp Private Banking: J. R. L. G., Vice President Human Resources: D. R. and Founder Managing Partner: F. I. Explore Investment Placement Group's employee directory with LeadIQ.

What industry does Investment Placement Group belong to?

Investment Placement Group operates in the Financial Services industry.

What technology does Investment Placement Group use?

Investment Placement Group's tech stack includes WordPress, Twemoji, Google Cloud, Underscore.js, Really Simple Discovery, Office 365, WP Engine and HTTP/3.

What is Investment Placement Group's email format?

Investment Placement Group's email format typically follows the pattern of First@investipg.com. Find more Investment Placement Group email formats with LeadIQ.

When was Investment Placement Group founded?

Investment Placement Group was founded in 1983.

Investment Placement Group

Q: How many employees does Investment Placement Group have currently?

Investment Placement Group has approximately 57 employees.

Q: What technology does Investment Placement Group use?

Investment Placement Group's tech stack includes jQuery Migrate, Cart Functionality, Apache HTTP Server, jQuery CDN, WP Rocket.

Financial ServicesCalifornia, United States51-200 Employees

Investment Placement Group is a fully independent financial services firm that specializes in wealth management. Since 1983, it has served a select global clientele by delivering customized, end-to-end financial solutions. The company is based in San Diego, California, and operates with a regional focus that emphasizes its residential and professional network within the United States. With a mid-sized team, the firm positions itself within the wealth management segment of the financial services industry, aiming to provide tailored advisory services to high-net-worth individuals and other clients seeking comprehensive financial guidance. A recent development noted is the firm’s ongoing operation as an independent practitioner in wealth management, continuing to serve its clients from its San Diego location.