Insights

Personalized Financial Planning North Shore Capital Planning specializes in proactive and customized financial strategies, presenting an opportunity to introduce advanced financial planning tools, portfolio management solutions, and estate planning technologies that can enhance client satisfaction and engagement.

Growth Potential in Niche Market With a modest team size and revenue between 1M and 10M, the company offers a chance to provide scalable and cost-effective financial software, CRM integrations, or marketing automation services tailored to small financial advisory firms.

Technology Adoption Utilizing tools like Quantcast Measure, Snowplow, and Google Tag Manager indicates openness to data-driven approaches, creating opportunities to offer advanced analytics, customer insights platforms, and digital marketing solutions.

Competitive Landscape Positioned among major players with large teams and billions in revenue, North Shore Capital Planning can benefit from targeted value propositions such as niche financial products, specialized compliance services, or niche marketing strategies to carve out a unique presence.

Client Education & Engagement The firm emphasizes client education, signaling an open door for developing innovative content marketing platforms, online client portals, or financial literacy tools designed to boost client trust and retention.

North Shore Capital Planning Tech Stack

North Shore Capital Planning uses 8 technology products and services including Quantcast Measure, Snowplow, Calendly, and more. Explore North Shore Capital Planning's tech stack below.

  • Quantcast Measure
    Analytics
  • Snowplow
    Analytics
  • Calendly
    Appointment Scheduling
  • Duda
    Content Management System
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management

Media & News

North Shore Capital Planning's Email Address Formats

North Shore Capital Planning uses at least 1 format(s):
North Shore Capital Planning Email FormatsExamplePercentage
First.Last@northshorecp.comJohn.Doe@northshorecp.com
50%
First.Last@northshorecp.comJohn.Doe@northshorecp.com
50%

Frequently Asked Questions

Where is North Shore Capital Planning's headquarters located?

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North Shore Capital Planning's main headquarters is located at 820 Oak Harbor Boulevard Slidell, Louisiana 70458 United States. The company has employees across 1 continents, including North America.

What is North Shore Capital Planning's official website and social media links?

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North Shore Capital Planning's official website is northshorecp.com and has social profiles on LinkedIn.

What is North Shore Capital Planning's SIC code NAICS code?

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North Shore Capital Planning's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does North Shore Capital Planning have currently?

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As of February 2026, North Shore Capital Planning has approximately 2 employees across 1 continents, including North America. Key team members include Owner And President: N. R.Owner And President: J. D.. Explore North Shore Capital Planning's employee directory with LeadIQ.

What industry does North Shore Capital Planning belong to?

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North Shore Capital Planning operates in the Financial Services industry.

What technology does North Shore Capital Planning use?

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North Shore Capital Planning's tech stack includes Quantcast MeasureSnowplowCalendlyDudaOpen GraphGoogle Fonts APIPHPGoogle Tag Manager.

What is North Shore Capital Planning's email format?

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North Shore Capital Planning's email format typically follows the pattern of First.Last@northshorecp.com. Find more North Shore Capital Planning email formats with LeadIQ.

When was North Shore Capital Planning founded?

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North Shore Capital Planning was founded in 2014.

North Shore Capital Planning

Financial ServicesLouisiana, United States2-10 Employees

Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. You also need to know the many pitfalls and potential roadblocks to successful financial planning and to your happy, worry-free retirement.

We want you to gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. And we hope you’ll soon realize the value of working with our skilled professionals at North Shore Capital Planning to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are and how we can help you, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.

Feel free to give us a call anytime at (985) 215-1899 if you have any questions about our firm or the range of financial products and services we provide. North Shore Capital Planning has a relationship with a variety of financial services companies. So if we don’t have a product or service ourselves, we know a group that can provide it for you.

Let us help you navigate through the treacherous financial planning jungle, or to plan your stress-free retirement, based on YOUR needs!

Kindest regards,

Nick Randazzo
CEO, North Shore Capital Planning

Section iconCompany Overview

Headquarters
820 Oak Harbor Boulevard Slidell, Louisiana 70458 United States
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    North Shore Capital Planning's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    North Shore Capital Planning's revenue is estimated to be in the range of $1M$10M

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