Insights

Growth Potential Mid-sized financial services firm with 11-50 employees and revenue in the 25-50M range presents an opportunity for scalable wealth management solutions, advisory platforms, and technology-enabled client onboarding to drive efficiency and client acquisition.

Technology Utilization Current tech stack includes cloud infrastructure (AWS), Drupal, analytics (Piwik PRO Core), and marketing tools (LinkedIn Ads, Mailgun). Potential upsell for enhanced data analytics, client segmentation, CRM integration, and secure omni-channel communications.

Experience Advantage Over a century of combined experience across individuals, families, and small businesses signals a strong advisory value proposition; opportunity to package premium planning services, fiduciary oversight, and bundled financial planning with scalable delivery models.

Competitive Positioning Compared to large incumbents, the firm can leverage personalized service, local market focus, and agility to win clients seeking tailored retirement, investment, and estate planning solutions; potential partnerships or co-marketing with regional firms.

Expansion Readiness Moderate size with solid revenue suggests readiness for digital onboarding, advisor training programs, and expanded product suites (retirement, tax, estate, and small business planning) to capture share from similarly sized peers.

Similar companies to Main Street Wealth Management, LLC

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Main Street Wealth Management, LLC Tech Stack

Main Street Wealth Management, LLC uses 8 technology products and services including LinkedIn Ads, iCIMS, Amazon Web Services, and more. Explore Main Street Wealth Management, LLC's tech stack below.

LinkedIn Ads
Advertising
iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Drupal
Content Management System
Mailgun
Email
ScrollReveal
Javascript Libraries
ZURB Foundation
UI Frameworks
Piwik PRO Core
Web Analytics

Main Street Wealth Management, LLC's Email Address Formats

Main Street Wealth Management, LLC uses at least 4 email formats:

Main Street Wealth Management, LLC Email Formats	Example	Percentage
FLast@mswealth.com	JDoe@mswealth.com	88%
FirstLast@mswealth.com	JohnDoe@mswealth.com	5%
FirstL@mswealth.com	JohnD@mswealth.com	5%
First@mswealth.com	John@mswealth.com	2%

Frequently Asked Questions

What is Main Street Wealth Management, LLC's phone number?

You can contact Main Street Wealth Management, LLC's main corporate office by phone at

+1-908-719-****

. 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 Main Street Wealth Management, LLC's official website and social media links?

Main Street Wealth Management, LLC's official website is mswealth.com and has social profiles on LinkedIn.

How much revenue does Main Street Wealth Management, LLC generate?

As of September 2026, Main Street Wealth Management, LLC's annual revenue is estimated to be $25M - $50M.

What is Main Street Wealth Management, LLC's NAICS code?

Main Street Wealth Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Main Street Wealth Management, LLC have currently?

As of September 2026, Main Street Wealth Management, LLC has approximately 17 employees across 3 continents, including North America, Asia and Europe. Key team members include Partner: A. H., Owner: T. S. and Manager: G. S. Explore Main Street Wealth Management, LLC's employee directory with LeadIQ.

What industry does Main Street Wealth Management, LLC belong to?

Main Street Wealth Management, LLC operates in the Financial Services industry.

What technology does Main Street Wealth Management, LLC use?

Main Street Wealth Management, LLC's tech stack includes LinkedIn Ads, iCIMS, Amazon Web Services, Drupal, Mailgun, ScrollReveal, ZURB Foundation and Piwik PRO Core.

What is Main Street Wealth Management, LLC's email format?

Main Street Wealth Management, LLC's email format typically follows the pattern of FLast@mswealth.com. Find more Main Street Wealth Management, LLC email formats with LeadIQ.

When was Main Street Wealth Management, LLC founded?

Main Street Wealth Management, LLC was founded in 2004.

Main Street Wealth Management, LLC

Q: What technology does Main Street Wealth Management, LLC use?

Main Street Wealth Management, LLC's tech stack includes Microsoft IIS, X-Content-Type-Options, Underscore.js, Microsoft ASP.NET, Cloudflare Bot Management.

Q: What is Main Street Wealth Management, LLC's NAICS code?

Main Street Wealth Management, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States11-50 Employees

Main Street Wealth Management, LLC is a mid-sized financial services firm based in Bedminster, New Jersey. Its offerings encompass a broad set of financial planning and advisory activities aimed at helping individuals, families, and small businesses address their financial needs. Collectively, the firm’s advisers bring more than a century of experience in guiding clients toward long-term financial objectives.

It operates within the financial services industry, positioning itself as a partner for clients seeking structured, long-range planning. The firm serves a range of personal and small-business clients in the New Jersey area, focusing on comprehensive planning for their financial needs. More information is available on its website at mswealth.com.