Insights

Targeted retirement solutions Nationwide Advisory Solutions focuses on RIAs and fee-based advisors to help clients accumulate wealth and retire successfully, presenting an opportunity to align sales efforts with advisors seeking retirement-focused investment products and income guarantees.

Lifecycle income products Recent launches include a lifetime income rider and a retirement income annuity, signaling a strong product suite around guaranteed income which can be positioned to expand advisor client bases and cross-sell to existing clients.

Technology and experience A technology-oriented approach with tools and platforms such as Salesforce, Pardot, Tealium, and Qualtrics indicates receptiveness to collaborating on modern advisor experiences, data-driven marketing, and digital onboarding to accelerate conversions.

Growth through advisory focus Acquired in 2017 and operating under a brand built to support RIAs, the company presents an opportunity to target independent advisory firms seeking turnkey platforms that combine product sophistication with fiduciary-aligned service.

Market positioning With a revenue range of 25–50 million and a mid-sized employee base, Nationwide Advisory Solutions sits between boutique and large incumbents, suggesting a path to win business from smaller advisory teams needing scalable, retirement-focused solutions.

Similar companies to Nationwide Advisory Solutions

Nationwide Advisory Solutions Tech Stack

Nationwide Advisory Solutions uses 8 technology products and services including LinkedIn Ads, The Trade Desk, Salesforce, and more. Explore Nationwide Advisory Solutions's tech stack below.

Nationwide Advisory Solutions's Email Address Formats

Nationwide Advisory Solutions uses at least 2 email formats:
Nationwide Advisory Solutions Email FormatsExamplePercentage
First.Last@nationwideadvisory.comJohn.Doe@nationwideadvisory.com
74%
FLast@nationwideadvisory.comJDoe@nationwideadvisory.com
26%

Frequently Asked Questions

What is Nationwide Advisory Solutions's official website and social media links?

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Nationwide Advisory Solutions's official website is nationwideadvisory.com and has social profiles on LinkedIn.

How much revenue does Nationwide Advisory Solutions generate?

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As of July 2026, Nationwide Advisory Solutions's annual revenue is estimated to be $25M - $50M.

What is Nationwide Advisory Solutions's NAICS code?

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Nationwide Advisory Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Nationwide Advisory Solutions have currently?

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As of July 2026, Nationwide Advisory Solutions has approximately 57 employees across 1 continents, including North America. Key team members include Territory Manager: S. S., Territory Manager: C. S. and Project Manager: D. G. Explore Nationwide Advisory Solutions's employee directory with LeadIQ.

What industry does Nationwide Advisory Solutions belong to?

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Nationwide Advisory Solutions operates in the Financial Services industry.

What technology does Nationwide Advisory Solutions use?

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Nationwide Advisory Solutions's tech stack includes LinkedIn Ads, The Trade Desk, Salesforce, Sentry, Pardot, Agentforce, Qualtrics and Tealium.

What is Nationwide Advisory Solutions's email format?

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Nationwide Advisory Solutions's email format typically follows the pattern of First.Last@nationwideadvisory.com. Find more Nationwide Advisory Solutions email formats with LeadIQ.

When was Nationwide Advisory Solutions founded?

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Nationwide Advisory Solutions was founded in 1937.
Nationwide Advisory Solutions logo

Nationwide Advisory Solutions

Financial ServicesKentucky, United States51-200 Employees

Nationwide Advisory Solutions is a financial services firm based in Louisville, Kentucky. It originated as Jefferson National and was acquired in 2017, after which it rebranded under Nationwide to support retirement-focused offerings. The company targets registered investment advisors and fee-based advisors, aiming to help their clients accumulate wealth and achieve financial goals. It does this by developing and delivering investment products, services, and technologies that align with fiduciary standards and are supported by a focus on the client experience.

It operates as an arm of Nationwide Mutual Insurance Company, with Nationwide Financial's broader mission to help Americans prepare for retirement. Recent developments include the 2019 launches of a lifetime income rider for RIAs and fee-based advisors and the Nationwide Advisory Retirement Income Annuity contract (NARIA).

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1937
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    Nationwide Advisory Solutions's revenue is estimated to be in the range of $25M - $50M

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