Insights

Niche Market Focus Newton One Advisors specializes in high-net-worth clients, offering tailored risk management, wealth transfer, and business succession planning services, providing opportunities to engage with affluent individuals and their professional advisors seeking personalized insurance solutions.

Technology Adoption The company's use of advanced digital tools such as cloud services, Microsoft 365, and web hosting platforms indicates a modern approach, suggesting potential for partnerships to enhance client experience and streamline advisory services.

Financial Strength With revenue estimates between fifty to one hundred million dollars, Newton One demonstrates significant financial stability, making it an attractive prospect for collaboration or service offerings aimed at expanding their capabilities.

Market Positioning Operating in a competitive landscape alongside industry giants like Charles Schwab, Fidelity, and BlackRock highlights the importance of differentiated, specialized advisory services tailored to complex wealth preservation and transfer needs.

Growth Opportunities Given their focus on independent, personalized client advocacy in a rapidly evolving financial environment, there are opportunities to provide innovative insurance products, digital solutions, or strategic partnerships to support their growth ambitions.

Newton One Advisors, LLC Tech Stack

Newton One Advisors, LLC uses 8 technology products and services including Cloudflare, Microsoft 365, Font Awesome, and more. Explore Newton One Advisors, LLC's tech stack below.

  • Cloudflare
    Content Management System
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • Google Maps
    Maps
  • Slider Revolution
    Miscellaneous
  • HTTP/3
    Web & Portal Technology
  • DigitalOcean Web Hosting
    Web Hosting
  • Apache
    Web Servers

Media & News

Newton One Advisors, LLC's Email Address Formats

Newton One Advisors, LLC uses at least 2 format(s):
Newton One Advisors, LLC Email FormatsExamplePercentage
FLast@newtononeadvisors.comJDoe@newtononeadvisors.com
88%
Last@newtononeadvisors.comDoe@newtononeadvisors.com
12%
FLast@newtonone.comJDoe@newtonone.com
75%
Last@newtonone.comDoe@newtonone.com
25%

Frequently Asked Questions

Where is Newton One Advisors, LLC's headquarters located?

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Newton One Advisors, LLC's main headquarters is located at 131 Continental Drive, Newark, Delaware 19713, US. The company has employees across 1 continents, including North America.

What is Newton One Advisors, LLC's phone number?

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You can contact Newton One Advisors, LLC'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 Newton One Advisors, LLC's official website and social media links?

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Newton One Advisors, LLC's official website is newtonone.com and has social profiles on LinkedIn.

How much revenue does Newton One Advisors, LLC generate?

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As of December 2025, Newton One Advisors, LLC's annual revenue is estimated to be $1.3M.

What is Newton One Advisors, LLC's SIC code NAICS code?

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Newton One Advisors, LLC's SIC code is 8742 - Management Consulting Services NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Newton One Advisors, LLC have currently?

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As of December 2025, Newton One Advisors, LLC has approximately 9 employees across 1 continents, including North America. Key team members include Ceo/President: H. T. H.President And Chief Executive Officer: H. T. O.Managing Partner: S. T.. Explore Newton One Advisors, LLC's employee directory with LeadIQ.

What industry does Newton One Advisors, LLC belong to?

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Newton One Advisors, LLC operates in the Insurance industry.

What technology does Newton One Advisors, LLC use?

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Newton One Advisors, LLC's tech stack includes CloudflareMicrosoft 365Font AwesomeGoogle MapsSlider RevolutionHTTP/3DigitalOcean Web HostingApache.

What is Newton One Advisors, LLC's email format?

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Newton One Advisors, LLC's email format typically follows the pattern of FLast@newtononeadvisors.com. Find more Newton One Advisors, LLC email formats with LeadIQ.

When was Newton One Advisors, LLC founded?

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Newton One Advisors, LLC was founded in 1999.

Newton One Advisors, LLC

InsuranceUnited States2-10 Employees

Newton One, LLC is a Life Insurance Advisory firm for affluent clients and their advisors in the areas of risk management, wealth transfer and business succession planning.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Newton One is independently owned and operated. CA Insurance License #6001993
 
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness.
 
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
 
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.


We were founded on the premise that advocacy and independence are paramount to developing, implementing, and servicing the long-term financial needs of our clients in a rapidly changing and complex world.

Section iconCompany Overview

Headquarters
131 Continental Drive, Newark, Delaware 19713, US
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1999
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Newton One Advisors, LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Newton One Advisors, LLC's revenue is estimated to be in the range of $50M$100M

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