Insights

Growth through M&A Nicolet National Bank has recently expanded via the February 2026 acquisition of MidWestOne Financial Group for 864 million, signaling a growth strategy that may create cross-sell opportunities across wealth management and advisory services for newly acquired customers.

Revenue trajectory Latest reported quarterly revenue around 177.75 to 178 million with earnings per share surpassing estimates, indicating a positive but merger-related cost environment; potential to position premium advisory offerings and integrated wealth solutions to stabilize and enhance profitability.

Integrated services Affiliations across advisory, brokerage, trust, and banking channels suggest a multi-product framework; opportunity to present comprehensive wealth management packages that leverage existing Nicolet Advisory Services and PCS platforms to deepen client relationships.

Brand and awards Recognition such as the 2026 Free Enterprise Award for leadership indicates strong brand credibility; leverage this reputation in outreach to high-net-worth prospects and referral networks seeking stable, award-winning financial partners.

Market positioning User-facing tech stack includes modern tools and security practices; position as a tech-enabled, compliant advisor for risk-conscious investors, with a focus on asset allocation, diversification, and fiduciary-grade service to attract investors seeking integrated banking and wealth solutions.

Similar companies to Nicolet Wealth Management

Nicolet Wealth Management Tech Stack

Nicolet Wealth Management uses 8 technology products and services including UserWay, Power BI, Docker, and more. Explore Nicolet Wealth Management's tech stack below.

Media & News

Nicolet Wealth Management's Email Address Formats

Nicolet Wealth Management uses at least 5 email formats:
Nicolet Wealth Management Email FormatsExamplePercentage
FirstLast@wealthmanagementgroupllc.netJohnDoe@wealthmanagementgroupllc.net
78%
F.Last@wealthmanagementgroupllc.netJ.Doe@wealthmanagementgroupllc.net
22%
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?

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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?

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

How much revenue does Nicolet Wealth Management generate?

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As of August 2026, Nicolet Wealth Management's annual revenue is estimated to be $25M - $50M.

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

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Nicolet Wealth Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Nicolet Wealth Management have currently?

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As of August 2026, Nicolet Wealth Management has approximately 35 employees across 1 continents, including North America. Key team members include President Managing Principal: B. N., Senior Vice President: P. M. and Customer Service; Manager: A. S. Explore Nicolet Wealth Management's employee directory with LeadIQ.

What industry does Nicolet Wealth Management belong to?

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Nicolet Wealth Management operates in the Financial Services industry.

What technology does Nicolet Wealth Management use?

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Nicolet Wealth Management's tech stack includes UserWay, Power BI, Docker, Drupal, Azure DevOps, Microsoft Active Directory, ServiceNow and Palo Alto Firewalls.

What is Nicolet Wealth Management's email format?

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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?

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Nicolet Wealth Management was founded in 2000.
Nicolet Wealth Management logo

Nicolet Wealth Management

Financial ServicesWisconsin, United States11-50 Employees

Nicolet Wealth Management operates within the financial services sector from Green Bay, Wisconsin. It delivers wealth-management services through affiliated entities, including investment advisory services via Nicolet Advisory Services, LLC, and securities and insurance products through Private Client Services, with trust services provided by Nicolet National Bank.

Investment products come with standard risk disclosures, noting they are not FDIC insured, may lose value, and are not guaranteed by the government or the bank. PCS, which distributes securities and insurance products, is not affiliated with Nicolet National Bank, Nicolet Wealth Management, or Nicolet Advisory Services. In February 2026, the parent bank completed the acquisition of MidWest One Financial Group, expanding its branch network.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

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

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