Insights

Experience Focus Long-tenured advisory team with average 15+ years in investment industry suggests potential for upsell or expansion opportunities around advanced retirement planning, wealth management, and trust services to deepen client relationships.

WealthTech Adoption Tech stack includes cloud, CMS, and modern frameworks (iCIMS, Cloudflare, Drupal, Microsoft 365, Angular, PHP, Cowboy, Express) indicating receptiveness to digital tools; target opportunities could include client portal enhancements, data security upgrades, or marketing automation partnerships.

Financial Scale Revenue in the mid-range (50M–100M) with a mid-sized employee base implies capacity for scalable services such as enterprise-grade cybersecurity, CRM optimization, or performance marketing programs aimed at similar wealth management firms.

Regulatory Securities offered through FSC Securities (FINRA/SIPC) highlights needs for compliance, supervision, and robust third-party risk management solutions suitable for broker-dealer operations and advisor support tooling.

Market Position Competes with major firms in a crowded financial services space; potential for differentiation through specialized retirement benefits consulting, education-driven client outcomes, and partnerships that augment advisor value proposition.

Similar companies to NettWorth Financial Group

NettWorth Financial Group Tech Stack

NettWorth Financial Group uses 8 technology products and services including iCIMS, Cloudflare, Drupal, and more. Explore NettWorth Financial Group's tech stack below.

iCIMS
Applicant Tracking Systems
Cloudflare
Content Management System
Drupal
Content Management System
Microsoft 365
Email
Angular
Javascript Frameworks
Node.js
Programming Languages
Cowboy
Web And Application Servers
Express
Web Frameworks

NettWorth Financial Group's Email Address Formats

NettWorth Financial Group uses at least 1 format(s):

NettWorth Financial Group Email Formats	Example	Percentage
FLast@nettworth.net	JDoe@nettworth.net	84%
First.Last@nettworth.net	John.Doe@nettworth.net	11%
FirLast@nettworth.net	JohDoe@nettworth.net	2%
FirstLast@nettworth.net	JohnDoe@nettworth.net	3%

Frequently Asked Questions

What is NettWorth Financial Group's phone number?

You can contact NettWorth Financial Group's main corporate office by phone at

+1-877-476-****

. 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 NettWorth Financial Group's official website and social media links?

NettWorth Financial Group's official website is nettworth.net and has social profiles on LinkedIn.

How much revenue does NettWorth Financial Group generate?

As of July 2026, NettWorth Financial Group's annual revenue is estimated to be $50M - $100M.

What is NettWorth Financial Group's NAICS code?

NettWorth Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does NettWorth Financial Group have currently?

As of July 2026, NettWorth Financial Group has approximately 57 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. F.Chief Executive Officer: S. D.Partner: A. N.. Explore NettWorth Financial Group's employee directory with LeadIQ.

What industry does NettWorth Financial Group belong to?

NettWorth Financial Group operates in the Financial Services industry.

What technology does NettWorth Financial Group use?

NettWorth Financial Group's tech stack includes iCIMSCloudflareDrupalMicrosoft 365AngularNode.jsCowboyExpress.

What is NettWorth Financial Group's email format?

NettWorth Financial Group's email format typically follows the pattern of FLast@nettworth.net. Find more NettWorth Financial Group email formats with LeadIQ.

NettWorth Financial Group

Q: How many employees does NettWorth Financial Group have currently?

NettWorth Financial Group has approximately 57 employees.

Q: What technology does NettWorth Financial Group use?

NettWorth Financial Group's tech stack includes Amazon Web Services, Google Analytics, TypeScript, iCIMS, Microsoft 365.

Q: What is NettWorth Financial Group's NAICS code?

NettWorth Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesUnited States51-200 Employees

NettWorth Financial Group is a U.S.-based financial services firm that focuses on retirement and investment guidance for workers. Its advisers bring substantial industry experience, with many exceeding 15 years, and participate in an extensive ongoing education program to stay current on financial tools and strategies.
The company emphasizes integrating knowledge of retirement benefits with personalized analysis of each client's situation to support informed retirement and investment decisions. Operating within the financial services sector and securities offered via FSC Securities, a FINRA/SIPC member, NettWorth serves a nationwide workforce seeking coordinated retirement and investment planning.