LeadIQ logo
Learn more at LeadIQ.com

Insights

Focused Investment Strategies Jessup Wealth Management specializes in comprehensive wealth planning that balances family, finances, and future considerations, indicating a potential interest in advanced financial planning tools and personalized investment solutions.

Recent Asset Acquisition The firm recently invested over $7.2 million in Macerich, suggesting an active approach to asset management and a possible openness to expanding into or diversifying within commercial real estate or similar investment opportunities.

Mid-Size Market Presence With a revenue range of 10 to 25 million and a relatively small team, Jessup is targeting a niche market that may appreciate boutique services, indicating an opportunity for tailored financial products and high-touch client engagement services.

Technology Adoption Utilizing cloud services like AWS and security protocols such as HSTS and X-Content-Type-Options, the firm demonstrates a commitment to secure, scalable technology infrastructure, which could be leveraged for promoting innovative fintech solutions or cybersecurity tools.

Growth and Expansion Potential Given their recent strategic investments and focus on in-house portfolio management, Jessup Wealth Management presents potential sales opportunities in portfolio analytics, financial planning software, and scalable tech solutions to support growth.

Jessup Wealth Management Inc Tech Stack

Jessup Wealth Management Inc uses 8 technology products and services including Calendly, Amazon Web Services, Amazon S3, and more. Explore Jessup Wealth Management Inc's tech stack below.

  • Calendly
    Appointment Scheduling
  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Percona
    Database
  • Datadog
    Real User Monitoring
  • HSTS
    Security
  • X-Content-Type-Options
    Web & Portal Technology

Jessup Wealth Management Inc's Email Address Formats

Jessup Wealth Management Inc uses at least 1 format(s):
Jessup Wealth Management Inc Email FormatsExamplePercentage
First@jessupwealthmanagement.comJohn@jessupwealthmanagement.com
45%
First.Last@jessupwealthmanagement.comJohn.Doe@jessupwealthmanagement.com
5%
First@jessupwealthmanagement.comJohn@jessupwealthmanagement.com
45%
First.Last@jessupwealthmanagement.comJohn.Doe@jessupwealthmanagement.com
5%

Frequently Asked Questions

Where is Jessup Wealth Management Inc's headquarters located?

Minus sign iconPlus sign iconJessup Wealth Management Inc's main headquarters is located at 35 Park Ave, Dayton, Ohio 45419, US. The company has employees across 1 continents, including North America.

What is Jessup Wealth Management Inc's phone number?

Minus sign iconPlus sign icon You can contact Jessup Wealth Management Inc's main corporate office by phone at
+1-937-397-****
. 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 Jessup Wealth Management Inc's official website and social media links?

Minus sign iconPlus sign iconJessup Wealth Management Inc's official website is jessupwealthmanagement.com and has social profiles on LinkedIn.

What is Jessup Wealth Management Inc's NAICS code?

Minus sign iconPlus sign iconJessup Wealth Management Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Jessup Wealth Management Inc have currently?

Minus sign iconPlus sign iconAs of October 2025, Jessup Wealth Management Inc has approximately 15 employees across 1 continents, including North America. Key team members include Senior Wealth Advisor: A. C.Client Services Associate: M. M.. Explore Jessup Wealth Management Inc's employee directory with LeadIQ.

What industry does Jessup Wealth Management Inc belong to?

Minus sign iconPlus sign iconJessup Wealth Management Inc operates in the Financial Services industry.

What technology does Jessup Wealth Management Inc use?

Minus sign iconPlus sign iconJessup Wealth Management Inc's tech stack includes CalendlyAmazon Web ServicesAmazon S3Cloudflare CDNPerconaDatadogHSTSX-Content-Type-Options.

What is Jessup Wealth Management Inc's email format?

Minus sign iconPlus sign iconJessup Wealth Management Inc's email format typically follows the pattern of First@jessupwealthmanagement.com. Find more Jessup Wealth Management Inc email formats with LeadIQ.

When was Jessup Wealth Management Inc founded?

Minus sign iconPlus sign iconJessup Wealth Management Inc was founded in 2009.

Jessup Wealth Management Inc

Financial ServicesUnited States11-50 Employees

Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States. Jessup's mission is to grow our client's net worth through detailed planning, insightful strategies, timely execution and active portfolio management. The cornerstone of our philosophy is that there are 3 major segments in your life that your plan should take into consideration: Family, Finance and Future. Any plan we conceive with you will address these key issues because balance is a key component to any successful plan. Jessup Wealth Management is an enterprise practice that offers specialized, cost-efficient wealth services. We are full-spectrum and manage everything in-house for the best value and service we can offer.

Jessup Wealth Management, 35 Park Avenue, Dayton, OH 45419. (937)938-9105
 
Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
35 Park Ave, Dayton, Ohio 45419, US
Phone number
+1-937-397-****
Website
jessupwealthmanagement.com
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Jessup Wealth Management Inc's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Jessup Wealth Management Inc's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    A. C.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Client Services Associate
    Phone icon
    Mobile Phone

Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.