Insights

Expanding Market Presence Nicolet Wealth Management is actively expanding its reach through strategic acquisitions, including the recent acquisition of MidWestOne Financial Group for $864 million. This indicates a growth-oriented approach and an openness to partnerships, presenting opportunities for vendors specializing in merger integration, CRM solutions, and financial technology enhancements.

Leadership and Talent Investment The company has recently appointed new executives, including a CEO and EVP of Wealth Management, highlighting its focus on strengthening leadership and talent. Sales opportunities could exist in executive search services, leadership development programs, and advanced wealth management technology platforms.

Digital Banking Partnerships Nicolet National Bank's partnership with NCR Corporation for its Digital Banking open platform demonstrates a commitment to digital innovation. Vendors specializing in digital banking software, cybersecurity, and customer experience solutions could find valuable opportunities in supporting Nicolet’s digital initiatives.

Community Engagement The company actively participates in community events, such as the All Bands On Deck festival, indicating a strong local community focus. This engagement opens avenues for event sponsorships, local marketing services, and community-focused financial products or sponsorships targeted at regional markets.

Investment Strategies and Asset Management Nicolet’s recent stake in Northern Trust and its diversified asset services suggest an interest in expanding its investment portfolio and asset management capabilities. Opportunities exist for asset management technology providers, fintech solutions for investment analytics, and specialized service providers in trust and estate planning.

Nicolet Wealth Management Tech Stack

Nicolet Wealth Management uses 8 technology products and services including UserWay, Section.io, OneDrive, and more. Explore Nicolet Wealth Management's tech stack below.

  • UserWay
    Accessibility
  • Section.io
    Content Delivery Network
  • OneDrive
    File Sharing
  • ADP HRMS
    Human Resource Management System
  • UPS
    Logistics
  • Microsoft Azure
    Platform As A Service
  • Ellie Mae
    Sales
  • TruValidate
    Security

Media & News

Nicolet Wealth Management's Email Address Formats

Nicolet Wealth Management uses at least 3 format(s):
Nicolet Wealth Management Email FormatsExamplePercentage
FirstLast@wealthmanagementgroupllc.netJohnDoe@wealthmanagementgroupllc.net
75%
F.Last@wealthmanagementgroupllc.netJ.Doe@wealthmanagementgroupllc.net
25%
FLast@nicoletbank.comJDoe@nicoletbank.com
94%
First.Last@nicoletbank.comJohn.Doe@nicoletbank.com
5%
F.Last@nicoletbank.comJ.Doe@nicoletbank.com
1%

Frequently Asked Questions

What is Nicolet Wealth Management's phone number?

Minus sign iconPlus sign icon
You can contact Nicolet Wealth Management'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 Nicolet Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
Nicolet Wealth Management's official website is nicoletbank.com and has social profiles on LinkedIn.

How much revenue does Nicolet Wealth Management generate?

Minus sign iconPlus sign icon
As of December 2025, Nicolet Wealth Management's annual revenue is estimated to be $66M.

What is Nicolet Wealth Management's SIC code NAICS code?

Minus sign iconPlus sign icon
Nicolet Wealth Management's SIC code is 6021 - National Commercial Banks NAICS code is 52 - Finance and Insurance.

How many employees does Nicolet Wealth Management have currently?

Minus sign iconPlus sign icon
As of December 2025, Nicolet Wealth Management has approximately 501 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: J. H.Vice President Financial Advisor Team Lead: J. D.Vp Financial Advisor: S. F.. Explore Nicolet Wealth Management's employee directory with LeadIQ.

What industry does Nicolet Wealth Management belong to?

Minus sign iconPlus sign icon
Nicolet Wealth Management operates in the Financial Services industry.

What technology does Nicolet Wealth Management use?

Minus sign iconPlus sign icon
Nicolet Wealth Management's tech stack includes UserWaySection.ioOneDriveADP HRMSUPSMicrosoft AzureEllie MaeTruValidate.

What is Nicolet Wealth Management's email format?

Minus sign iconPlus sign icon
Nicolet Wealth Management's email format typically follows the pattern of FirstLast@wealthmanagementgroupllc.net. Find more Nicolet Wealth Management email formats with LeadIQ.

When was Nicolet Wealth Management founded?

Minus sign iconPlus sign icon
Nicolet Wealth Management was founded in 2000.

Nicolet Wealth Management

Financial ServicesWisconsin, United States501-1000 Employees

Follow us on LinkedIn at Nicolet National Bank. 
https://www.linkedin.com/company/nicolet-national-bank/

We build solutions to grow your wealth.

Investment and insurance products:
Are Not FDIC Insured
May Lose Value
Are Not Bank Guaranteed
Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
Are Not a Condition to Any Banking Service or Activity
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.

Section iconCompany Overview

Phone number
SIC Code
6021 - National Commercial Banks
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
501-1000

Section iconFunding & Financials

  • $25M$50M

    Nicolet Wealth Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Nicolet Wealth Management's revenue is estimated to be in the range of $25M$50M

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.

© LeadIQ, Inc. All rights reserved.