Insights

Strong Market Presence With revenue estimated between $25 million and $50 million and a dedicated team of up to 200 employees, My Wealth Wisdom has established a solid foothold in the Chicago financial services sector, indicating substantial local client base and market engagement.

Complementary Client Base The company's focus on financial planning, estate, and retirement services aligns closely with the offerings of larger competitors like Vanguard and Wealthfront, presenting opportunities to position additional investment or management solutions tailored for their clientele.

Growth Potential Given its mid-sized operation in a competitive industry, there is significant room for expansion into digital financial tools or automation technologies to enhance service delivery and attract tech-savvy clients.

Technological Stack Utilization of modern web technologies such as jQuery, Elementor, and Google Fonts API signals openness to digital engagement and online client education, opening doors for advanced fintech integrations and digital marketing solutions.

Financial Services Focus Specializing in comprehensive financial and retirement planning, estate management, and business insurance, My Wealth Wisdom presents cross-selling opportunities for advanced financial products, insurance solutions, and wealth management tools to deepen client relationships.

Similar companies to My Wealth Wisdom

My Wealth Wisdom Tech Stack

My Wealth Wisdom uses 8 technology products and services including RSS, Google Fonts API, jQuery, and more. Explore My Wealth Wisdom's tech stack below.

RSS
Content Management System
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
Elementor
Page Builders
X-XSS-Protection
Security
mOxie
Web & Portal Technology
Apache
Web Servers
Facebook
Widgets

Media & News

My Wealth Wisdom's Email Address Formats

My Wealth Wisdom uses at least 3 format(s):

My Wealth Wisdom Email Formats	Example	Percentage
FLast@massmutual.com	JDoe@massmutual.com	79%
FirstLast@massmutual.com	JohnDoe@massmutual.com	9%
First.Last@massmutual.com	John.Doe@massmutual.com	4%
FirstLas@massmutual.com	JohnDoe@massmutual.com	3%
LFirst@massmutual.com	DJohn@massmutual.com	2%
Last@massmutual.com	Doe@massmutual.com	1%
FL@massmutual.com	JD@massmutual.com	1%
F.Last@massmutual.com	J.Doe@massmutual.com	1%

Frequently Asked Questions

What is My Wealth Wisdom's phone number?

You can contact My Wealth Wisdom's main corporate office by phone at

+1-413-744-****

. 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 My Wealth Wisdom's official website and social media links?

My Wealth Wisdom's official website is mywealthwisdom.com and has social profiles on LinkedIn.

What is My Wealth Wisdom's NAICS code?

My Wealth Wisdom's NAICS code is 52 - Finance and Insurance.

How many employees does My Wealth Wisdom have currently?

As of December 2025, My Wealth Wisdom has approximately 51 employees across 1 continents, including North America. Key team members include Agency Senior Partner: Y. W.Associate: T. D.Executive Assistant: E. M.. Explore My Wealth Wisdom's employee directory with LeadIQ.

What industry does My Wealth Wisdom belong to?

My Wealth Wisdom operates in the Financial Services industry.

What technology does My Wealth Wisdom use?

My Wealth Wisdom's tech stack includes RSSGoogle Fonts APIjQueryElementorX-XSS-ProtectionmOxieApacheFacebook.

What is My Wealth Wisdom's email format?

My Wealth Wisdom's email format typically follows the pattern of FLast@massmutual.com. Find more My Wealth Wisdom email formats with LeadIQ.

My Wealth Wisdom

Q: What is My Wealth Wisdom's official website and social media links?

My Wealth Wisdom's official website is mywealthwisdom.com. My Wealth Wisdom has social profiles on LinkedIn.

Q: How many employees does My Wealth Wisdom have currently?

My Wealth Wisdom has approximately 51 employees.

Q: What technology does My Wealth Wisdom use?

My Wealth Wisdom's tech stack includes WordPress, oEmbed, Google Fonts API, ZURB Foundation, W3 Total Cache.

Financial ServicesIllinois, United States51-200 Employees

My wealth wisdom we want to know about your concerns, and how you wish to protect your family and everything you’ve worked so hard to achieve. With this knowledge, we help you map out a strategy that addresses the areas in your life that truly matter, and help position you for financial success.

Located in Chicago, Illinois, My Wealth Wisdom helps thousands of clients throughout the Chicagoland area achieve their financial goals. Our team of financial professionals has many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employees.