Insights

Growing Asset Base Naviter Wealth manages approximately 1.3 billion dollars in assets through recent acquisitions and strategic investments, indicating an expanding client portfolio and increasing opportunities to offer tailored wealth management solutions.

Diverse Investment Strategies The firm's engagement in various asset classes, including stakes in real estate and equity holdings like Heritage Commerce and Global Medical REIT, presents opportunities to introduce specialized investment products and brokerage services to clients.

Expanding Leadership With recent appointments such as Managing Director Jackson Ratcliff, Naviter Wealth shows a focus on leadership growth which could open doors for executive-level networking and premium advisory services.

Innovative Service Launch The launch of Naviter Trust demonstrates a commitment to innovative estate planning solutions, suggesting potential for cross-selling trust management, estate planning, and related legal services.

High Net Worth Focus Targeting affluent families often experiencing liquidity events, Naviter’s personalized, partnership-oriented approach creates opportunities to introduce advanced financial planning, tax strategies, and bespoke insurance offerings.

Naviter Wealth Tech Stack

Naviter Wealth uses 8 technology products and services including Polyfill, OWL Carousel, Elementor, and more. Explore Naviter Wealth's tech stack below.

  • Polyfill
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Elementor
    Page Builders
  • ConvertBox
    Personalization
  • SiteGround
    Platform As A Service
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting

Media & News

Naviter Wealth's Email Address Formats

Naviter Wealth uses at least 1 format(s):
Naviter Wealth Email FormatsExamplePercentage
FLast@naviterwealth.comJDoe@naviterwealth.com
50%
FLast@naviterwealth.comJDoe@naviterwealth.com
50%

Frequently Asked Questions

Where is Naviter Wealth's headquarters located?

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Naviter Wealth's main headquarters is located at 1 Information Way Suite 100 Little Rock, Arkansas 72202 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Naviter Wealth's official website and social media links?

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Naviter Wealth's official website is naviterwealth.com and has social profiles on LinkedIn.

What is Naviter Wealth's NAICS code?

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

How many employees does Naviter Wealth have currently?

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As of February 2026, Naviter Wealth has approximately 17 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: B. B.Chief Investment Officer: J. K.Chief Operating Officer: J. B.. Explore Naviter Wealth's employee directory with LeadIQ.

What industry does Naviter Wealth belong to?

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Naviter Wealth operates in the Financial Services industry.

What technology does Naviter Wealth use?

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Naviter Wealth's tech stack includes PolyfillOWL CarouselElementorConvertBoxSiteGroundPHPGoogle AnalyticsGoDaddy.

What is Naviter Wealth's email format?

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Naviter Wealth's email format typically follows the pattern of FLast@naviterwealth.com. Find more Naviter Wealth email formats with LeadIQ.

When was Naviter Wealth founded?

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Naviter Wealth was founded in 2021.

Naviter Wealth

Financial ServicesArkansas, United States11-50 Employees

Naviter Wealth is a private and independent wealth management firm guided by a strong value system. We strive to be accountable, reverent, prudent, and conscientious in everything we do. When you work with us, you aren't speaking to a sales team; you're speaking with the team that will serve your family for generations. We think of our client relationships as partnerships. This distinction affects every aspect of how we do business, from our investment decisions to how we manage and grow our firm.

When many of our client families first come to us for traditional wealth management after experiencing a notable liquidity event, they often find they need a range of integrated services. We can help coordinate true alternative investment strategies, offer guidance related to lending, insurance, and tax management, and provide estate planning support to help ensure your financial needs are met and risks fully mitigated. Our independence enables us to leverage best-in-class resources and innovative strategies to address each individual client's unique situation.

Our ultimate goal is to provide such thoughtful, proactive, and professional service that you’ll never consider working with anyone else. Discover what it’s like to engage with a highly responsive, service-oriented team that understands your challenges and can anticipate your needs. Partner with us at https://naviterwealth.com/.

Looking for more insights? Subscribe to our YouTube channel: https://www.youtube.com/c/NaviterWealth. 

Naviter Wealth, LLC (“Naviter”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Naviter and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://naviterwealth.com/.

https://naviterwealth.com/disclaimers/

Section iconCompany Overview

Headquarters
1 Information Way Suite 100 Little Rock, Arkansas 72202 United States
NAICS Code
52 - Finance and Insurance
Founded
2021
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Naviter Wealth's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Naviter Wealth's revenue is estimated to be in the range of $10M$25M

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