Insights

Independent Adviser Independent status and longstanding presence since 1983 indicate a stable client base and potential for referral partnerships with custodians and broker-dealers seeking aligned wealth managers.

Midmarket Scale Employee count and revenue place Lightship in the mid-market segment, suggesting opportunities to offer scalable M&A, succession planning, or enhanced back-office automation solutions tailored to growing advisory practices.

Regulatory Alignment Securities and advisory services through Raymond James imply compatibility with large, modern custodian ecosystems; potential to upsell platform integrations, technology add-ons, and managed accounts within that ecosystem.

Tech Stack Cloud, analytics, and web technologies in use (AWS, Google Cloud, New Relic, Hotjar, Matomo, Piwik PRO) indicate openness to data-driven, security-conscious tech partnerships and managed IT services.

Growth Signals Revenue in the 10–25 million range and active digital presence suggest opportunities for premium consulting on client experience optimization, marketing automation, and scalable investment product solutions.

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Lightship Wealth Strategies, Inc. Tech Stack

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

Hotjar
Analytics
Matomo
Analytics
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Google Cloud
Infrastructure As A Service
WP Engine
Platform As A Service
New Relic
Real User Monitoring
Piwik PRO Core
Web Analytics

Lightship Wealth Strategies, Inc.'s Email Address Formats

Lightship Wealth Strategies, Inc. uses at least 3 email formats:

Lightship Wealth Strategies, Inc. Email Formats	Example	Percentage
First@lightshipwealth.com	John@lightshipwealth.com	75%
Last@lightshipwealth.com	Doe@lightshipwealth.com	19%
First.Last@lightshipwealth.com	John.Doe@lightshipwealth.com	6%

Frequently Asked Questions

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.

How much revenue does Lightship Wealth Strategies, Inc. generate?

As of September 2026, Lightship Wealth Strategies, Inc.'s annual revenue is estimated to be $10M - $25M.

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 September 2026, Lightship Wealth Strategies, Inc. has approximately 13 employees across 1 continents, including North America. Key team members include Wealth Advisor: J. W. and Client Relations Specialist: S. C. 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 Hotjar, Matomo, Amazon Web Services, WordPress, Google Cloud, WP Engine, New Relic and Piwik PRO Core.

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 Apache, Really Simple Discovery, WordPress, Nginx, Cloudflare Bot Management.

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

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

Investment ManagementMassachusetts, United States11-50 Employees

Lightship Wealth Strategies, Inc. operates as an independent firm within the investment management industry, helping individuals and families establish and maintain long-term financial goals. With more than 25 years in wealth management, the firm blends historical insight with practical experience to structure its client engagement. The process emphasizes clients articulating their objectives so they can pursue them with clarity and confidence.

Lightship Wealth Strategies is not a registered broker/dealer and operates independently of Raymond James; securities are offered through Raymond James Financial Services, Inc., a FINRA/SIPC member, and investment advisory services are provided through Raymond James Financial Services Advisors, Inc. The company is based in Newton Lower Falls, Massachusetts, and has been in operation since 1983.