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Nifty Advisor Support Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Nifty Advisor Support is a financial services firm based in Silver Spring, Maryland, that serves Registered Investment Advisors by turning strategic ideas into actionable initiatives. The company provides support across digital marketing, client servicing, and financial planning to help RIAs implement plans efficiently and scale their practices, whether through ongoing engagements or project-based work. Its offerings aim to reduce complexity and streamline operations to improve execution and impact for advisory businesses.

Find Nifty Advisor Support employees' phone numbers or email addresses

Nifty Advisor Support Global Highlights

Location
Employees

North America
22

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  • United States Of America
    21
  • Canada
    1

Asia
3

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  • India
    3

Nifty Advisor Support's Leadership

  • Stylized image of a person
    M. J. W.
    Founder, Chief Executive Officer
  • Stylized image of a person
    T. K.
    Planning Team Lead
  • Stylized image of a person
    K. B.
    Advisor Advocate
  • Stylized image of a person
    A. B.
    Client Service Specialist
  • Stylized image of a person
    I. S.
    Advisor Advocate
  • Stylized image of a person
    S. B.
    Advisor Advocate/Paraplanner

Nifty Advisor Support Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Program & Project Management
  • Accounting
  • Administrative
  • Other

Contact profiles from Nifty Advisor Support

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. J. W.
    Founder, Chief Executive Officer
    CanadaOntario
    Jul 22, 2026
  • Stylized image of a person
    T. K.
    Planning Team Lead
    Oct 17, 2024
  • Stylized image of a person
    K. B.
    Advisor Advocate
    Aug 01, 2026
  • Stylized image of a person
    A. B.
    Client Service Specialist
    Oct 18, 2024
  • Stylized image of a person
    I. S.
    Advisor Advocate
    Oct 23, 2024
  • Stylized image of a person
    S. B.
    Advisor Advocate/Paraplanner
    Jun 08, 2026

Frequently Asked Questions

What is Nifty Advisor Support known for?

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Nifty Advisor Support was founded in 2018 operates in the Financial Services industry. Explore Nifty Advisor Support's company overview page for more information.

What is Nifty Advisor Support's most common email format?

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Nifty Advisor Support employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nifty Advisor Support email formats with LeadIQ.

How many employees does Nifty Advisor Support have currently?

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Nifty Advisor Support has approximately 17 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Nifty Advisor Support's key employees and leadership?

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As of July 2026, Nifty Advisor Support's key employees include:

  • Founder, Chief Executive Officer: M. J. W.
  • Planning Team Lead: T. K.
  • Advisor Advocate: K. B.
  • Client Service Specialist: A. B.
  • Advisor Advocate: I. S.

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