Insights

Established Expertise Lightship Wealth Strategies has over 25 years of experience in wealth management, positioning it as a reliable provider for clients seeking seasoned financial guidance, which can be appealing for clients requiring personalized, long-term financial planning.

Mid-Market Focus With a revenue range of 10 to 25 million and a small team of 2-10 employees, the company targets the mid-market segment, presenting opportunities to offer scalable solutions tailored to growing financial advisory firms.

Technology Integration Utilizing advanced tech stacks like AWS, Cloudflare, and JSON-LD suggests a modern infrastructure, highlighting potential for selling innovative financial technology tools or cybersecurity solutions.

Independent Positioning As an independent firm partnering with Raymond James, Lightship Wealth Strategies values autonomy and customized service, which can be leveraged to introduce niche financial products or specialized advisory services.

Market Potential Operating within a competitive landscape alongside large firms with extensive employee bases and revenues indicates significant growth opportunities, especially by offering targeted marketing, compliance solutions, or operational efficiencies to similar-sized firms.

Similar companies to Lightship Wealth Strategies, Inc.

Lightship Wealth Strategies, Inc. Tech Stack

Lightship Wealth Strategies, Inc. uses 8 technology products and services including Varnish, Amazon Web Services, Cloudflare, and more. Explore Lightship Wealth Strategies, Inc.'s tech stack below.

Varnish
Caching
Amazon Web Services
Cloud Hosting
Cloudflare
Content Management System
JSON-LD
Javascript Frameworks
FingerprintJS
Javascript Libraries
WPBakery
Page Builders
PHP
Programming Languages
Apache
Web Servers

Media & News

Lightship Wealth Strategies, Inc.'s Email Address Formats

Lightship Wealth Strategies, Inc. uses at least 1 format(s):

Lightship Wealth Strategies, Inc. Email Formats	Example	Percentage
First@lightshipwealth.com	John@lightshipwealth.com	43%
Last@lightshipwealth.com	Doe@lightshipwealth.com	11%
First.Last@lightshipwealth.com	John.Doe@lightshipwealth.com	3%
First@lightshipwealth.com	John@lightshipwealth.com	43%

Frequently Asked Questions

Where is Lightship Wealth Strategies, Inc.'s headquarters located?

Lightship Wealth Strategies, Inc.'s main headquarters is located at 2344 Washington Street, 2nd Floor. The company has employees across 1 continents, including North America.

What is Lightship Wealth Strategies, Inc.'s phone number?

You can contact Lightship Wealth Strategies, Inc.'s main corporate office by phone at

+1-617-581-****

. 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 Lightship Wealth Strategies, Inc.'s official website and social media links?

Lightship Wealth Strategies, Inc.'s official website is lightshipwealth.com and has social profiles on LinkedIn.

What is Lightship Wealth Strategies, Inc.'s NAICS code?

Lightship Wealth Strategies, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lightship Wealth Strategies, Inc. have currently?

As of December 2025, Lightship Wealth Strategies, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include President: J. W.Managing Director: S. S.Client Service Director: B. M.. Explore Lightship Wealth Strategies, Inc.'s employee directory with LeadIQ.

What industry does Lightship Wealth Strategies, Inc. belong to?

Lightship Wealth Strategies, Inc. operates in the Investment Management industry.

What technology does Lightship Wealth Strategies, Inc. use?

Lightship Wealth Strategies, Inc.'s tech stack includes VarnishAmazon Web ServicesCloudflareJSON-LDFingerprintJSWPBakeryPHPApache.

What is Lightship Wealth Strategies, Inc.'s email format?

Lightship Wealth Strategies, Inc.'s email format typically follows the pattern of First@lightshipwealth.com. Find more Lightship Wealth Strategies, Inc. email formats with LeadIQ.

Lightship Wealth Strategies, Inc.

Q: What technology does Lightship Wealth Strategies, Inc. use?

Lightship Wealth Strategies, Inc.'s tech stack includes Cloudflare Bot Management, Open Graph, Nginx, parallax.js, FingerprintJS.

Investment ManagementMassachusetts, United States2-10 Employees

We are an independent financial firm that has been helping individuals and families establish and maintain their long-term financial goals since 1983.

Having been in wealth management industry for over 25 years, we bring both a historical and practical perspective to our process. That process provokes our clients to reveal their goals so we can help them pursue their dreams comfortably.

We appreciate your interest in Lightship and sincerely look forward to serving you.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lightship Wealth Strategies, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm