Insights

Market Position North Berkeley Wealth Management operates in a highly competitive financial services sector alongside industry giants like Charles Schwab and Fidelity Investments, indicating potential opportunities to offer tailored financial technology solutions or niche service enhancements that differentiate their offerings.

Growth Potential With a relatively small team of 11 to 50 employees and a focus on personalized client relationships, there is scope to introduce scalable CRM systems, client engagement platforms, or staff training programs to support growth and improve service continuity.

Tech Adoption Utilizing advanced cloud-based technologies and security protocols like HTTP/3 and X-XSS-Protection positions the company as tech-savvy, making them receptive to innovative cybersecurity solutions, data analytics, and digital client interaction tools.

Client Engagement Their emphasis on personal relationships and community well-being suggests opportunities to enhance client engagement through branding, community outreach programs, or integrated client communications platforms to reinforce trust and loyalty.

Recent Staffing The company's recent hires and leadership updates highlight an openness to expanding expertise and services, providing openings for professional development programs, specialized financial planning tools, or supplementary advisory technology to support their evolving team dynamics.

North Berkeley Wealth Management Tech Stack

North Berkeley Wealth Management uses 8 technology products and services including Cloudflare, Mailchimp, Google Font API, and more. Explore North Berkeley Wealth Management's tech stack below.

  • Cloudflare
    Content Management System
  • Mailchimp
    Email
  • Google Font API
    Font Scripts
  • Chart.js
    Javascript Graphics
  • Priority Hints
    Performance
  • X-XSS-Protection
    Security
  • Bootstrap
    UI Frameworks
  • HTTP/3
    Web & Portal Technology

North Berkeley Wealth Management's Email Address Formats

North Berkeley Wealth Management uses at least 2 format(s):
North Berkeley Wealth Management Email FormatsExamplePercentage
First@northberkeleyinvestment.comJohn@northberkeleyinvestment.com
91%
Last@northberkeleyinvestment.comDoe@northberkeleyinvestment.com
9%
First@northberkeleywealth.comJohn@northberkeleywealth.com
100%

Frequently Asked Questions

Where is North Berkeley Wealth Management's headquarters located?

Minus sign iconPlus sign icon
North Berkeley Wealth Management's main headquarters is located at 1995 El Dorado Ave, Berkeley, California 94707, US. The company has employees across 2 continents, including North AmericaEurope.

What is North Berkeley Wealth Management's phone number?

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

Minus sign iconPlus sign icon
North Berkeley Wealth Management's official website is northberkeleywealth.com and has social profiles on LinkedIn.

What is North Berkeley Wealth Management's NAICS code?

Minus sign iconPlus sign icon
North Berkeley Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does North Berkeley Wealth Management have currently?

Minus sign iconPlus sign icon
As of September 2025, North Berkeley Wealth Management has approximately 14 employees across 2 continents, including North AmericaEurope. Key team members include Co-Owner: S. C.Senior Client Service Coordinator: D. E.Associate Financial Advisor: C. E.. Explore North Berkeley Wealth Management's employee directory with LeadIQ.

What industry does North Berkeley Wealth Management belong to?

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

What technology does North Berkeley Wealth Management use?

Minus sign iconPlus sign icon
North Berkeley Wealth Management's tech stack includes CloudflareMailchimpGoogle Font APIChart.jsPriority HintsX-XSS-ProtectionBootstrapHTTP/3.

What is North Berkeley Wealth Management's email format?

Minus sign iconPlus sign icon
North Berkeley Wealth Management's email format typically follows the pattern of . Find more North Berkeley Wealth Management email formats with LeadIQ.

When was North Berkeley Wealth Management founded?

Minus sign iconPlus sign icon
North Berkeley Wealth Management was founded in 2005.
North Berkeley Wealth Management

North Berkeley Wealth Management

Financial ServicesUnited States11-50 Employees

Since 2005, North Berkeley Wealth Management has focused on helping clients protect and grow their assets in a way that accomplishes their goals and aligns with their values. From the beginning, we’ve emphasized personal relationships and a deep commitment to continuity that promotes the well-being of our clients, staff, and community.

Section iconCompany Overview

Headquarters
1995 El Dorado Ave, Berkeley, California 94707, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconFunding & Financials

Section iconFunding & Financials

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.