Insights

Experienced Advisory Team NettWorth Financial Group boasts a highly seasoned team with over 15 years of industry experience, indicating a strong foundation in investment and retirement planning services that can be further expanded through targeted financial products.

Technology Utilization The company's adoption of advanced technology platforms including AWS, Drupal, and Angular suggests openness to innovative digital solutions, presenting opportunities to introduce new fintech tools or enhancements in client engagement and online service delivery.

Revenue Potential With reported revenue between 50 million and 100 million, NettWorth Financial Group exhibits solid financial health, making it a promising partner for premium financial solutions, wealth management services, or strategic investments.

Market Positioning Compared to larger competitors like Fidelity and Charles Schwab, NettWorth's niche focus and experienced advisors offer potential for personalized financial products and targeted offerings that can differentiate its service portfolio in the market.

Growth Opportunities Given its extensive training programs and focus on client-centered strategies, there is potential to collaborate on educational platforms, client engagement tools, or training modules aimed at elevating client experience and professional expertise.

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
  • PHP
    Programming Languages
  • Cowboy
    Web And Application Servers
  • Express
    Web Frameworks

Media & News

NettWorth Financial Group's Email Address Formats

NettWorth Financial Group uses at least 1 format(s):
NettWorth Financial Group Email FormatsExamplePercentage
FLast@nettworth.netJDoe@nettworth.net
84%
First.Last@nettworth.netJohn.Doe@nettworth.net
11%
FirLast@nettworth.netJohDoe@nettworth.net
2%
FirstLast@nettworth.netJohnDoe@nettworth.net
3%

Frequently Asked Questions

Where is NettWorth Financial Group's headquarters located?

Minus sign iconPlus sign icon
NettWorth Financial Group's main headquarters is located at United States. The company has employees across 1 continents, including North America.

What is NettWorth Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact NettWorth Financial Group's main corporate office by phone at . 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?

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

What is NettWorth Financial Group's NAICS code?

Minus sign iconPlus sign icon
NettWorth Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does NettWorth Financial Group have currently?

Minus sign iconPlus sign icon
As of April 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.Chief Operating Financial Officer: J. F.. Explore NettWorth Financial Group's employee directory with LeadIQ.

What industry does NettWorth Financial Group belong to?

Minus sign iconPlus sign icon
NettWorth Financial Group operates in the Financial Services industry.

What technology does NettWorth Financial Group use?

Minus sign iconPlus sign icon
NettWorth Financial Group's tech stack includes iCIMSCloudflareDrupalMicrosoft 365AngularPHPCowboyExpress.

What is NettWorth Financial Group's email format?

Minus sign iconPlus sign icon
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

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.

Section iconCompany Overview

Headquarters
United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    NettWorth Financial Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    NettWorth Financial Group's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

ยฉ LeadIQ, Inc. All rights reserved.