Nifty Advisor Support Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Nifty Advisor Support empowers Registered Investment Advisors (RIAs) by transforming ideas into action through strategic support in digital marketing, client servicing, and financial planning solutions.

Our adaptable services, available in ongoing and project-based models, bring your vision to life across all facets of your business, driving seamless implementation and operational efficiency. Whether for long-term goals or short-term projects, Nifty delivers the expertise to help your business scale effectively, reducing complexity and streamlining the path to impact.

Find Nifty Advisor Support employees' phone numbers or email addresses

Nifty Advisor Support Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Nifty Advisor Support's Leadership

  • Stylized image of a person
    M. J. W.
    Founder, Ceo
    Phone icon
  • Stylized image of a person
    L. S.
    Operations Manager
    Phone icon
  • Stylized image of a person
    T. K.
    Planning Team Lead
    Phone icon
  • Stylized image of a person
    A. Y.
    Client Service Specialist
    Phone icon
  • Stylized image of a person
    S. M.
    Paraplanner
    Phone icon
  • Stylized image of a person
    J. O.
    Advisor Advocate
    Phone icon
  • Stylized image of a person
    M. B.
    Implementation Specialist
    Phone icon
  • Stylized image of a person
    K. B.
    Advisor Advocate And Paraplanner
    Phone icon

Contact profiles from Nifty Advisor Support

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. B.
    Client Service Specialist
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    I. S.
    Advisor Advocate
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. C.
    Implementation Specialist
    Phone icon
    United StatesOklahoma
    Apr 11, 2025
  • Stylized image of a person
    S. B.
    Advisor Advocate/Paraplanner
    Phone icon
    Jan 23, 2025

Frequently Asked Questions

What is Nifty Advisor Support known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Nifty Advisor Support has approximately 18 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

Minus sign iconPlus sign icon

As of December 2025, Nifty Advisor Support's key employees include:

  • Founder, Ceo: M. J. W.
  • Operations Manager: L. S.
  • Planning Team Lead: T. K.
  • Client Service Specialist: A. Y.
  • Paraplanner: S. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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.