What is Northeast Private Client Group's NAICS code?

Northeast Private Client Group's NAICS code is 52 (Finance and Insurance).

Insights

Boutique Growth Capitalize on their status as a boutique financial services advisory with a mid-sized employee base and six-figure to seven-figure revenue to position tailored, high-margin wealth management and strategic planning services for entrepreneurs seeking multigenerational wealth.

Real Estate Synergy Leverage their recent activity in real estate brokerage and their Newton location to offer integrated real estate investment and financing solutions, including portfolio optimization, financing, and deal sourcing services.

Tech Enablement Highlight opportunities to modernize client experiences and data security by aligning with their technology stack (Envestnet, AWS, PHP, security headers) for enhanced reporting, analytics, and scalable advisory platforms.

Growth Readiness With revenue in the broad mid-market band and plans implied by leadership, propose scalable services such as succession planning, multi-generation wealth transfer, and strategic business advisor partnerships to support growth trajectories.

Talent & Messaging Target expansion of services through executive coaching, training, and marketing capabilities to support their core value of careful listening and engagement, while aligning with a formal promotion of senior associates and talent development.

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Northeast Private Client Group Tech Stack

Northeast Private Client Group uses 8 technology products and services including accessiBe, Hotjar, Amazon Web Services, and more. Explore Northeast Private Client Group's tech stack below.

accessiBe
Accessibility
Hotjar
Analytics
Amazon Web Services
Cloud Hosting
jsDelivr
Content Delivery Network
WordPress
Content Management System
monday.com
Lead Generation
Office 365
Office Suites
Datadog
Real User Monitoring

Media & News

Northeastprivate promotes Jim Casey to Senior Associate.
Newton-based investment real estate brokerage, Northeast Private Client Group announced the promotion of Jim Casey to Senior Associate.
Feb 08, 2023 | bostonrealestatetimes.com

Northeast Private Client Group's Email Address Formats

Northeast Private Client Group uses at least 4 email formats:

Northeast Private Client Group Email Formats	Example	Percentage
First_Last@northeastprivate.com	John_Doe@northeastprivate.com	78%
First.Last@northeastprivate.com	John.Doe@northeastprivate.com	12%
FLast@northeastprivate.com	JDoe@northeastprivate.com	5%
Last@northeastprivate.com	Doe@northeastprivate.com	5%

Frequently Asked Questions

What is Northeast Private Client Group's phone number?

You can contact Northeast Private Client Group's main corporate office by phone at

+1-973-422-****

. 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 Northeast Private Client Group's official website and social media links?

Northeast Private Client Group's official website is northeastprivate.com and has social profiles on LinkedIn.

How much revenue does Northeast Private Client Group generate?

As of September 2026, Northeast Private Client Group's annual revenue is estimated to be $50M - $100M.

What is Northeast Private Client Group's SIC code and NAICS code?

Northeast Private Client Group's SIC code is 6531 - Real Estate Agents and Managers and NAICS code is 52 - Finance and Insurance.

How many employees does Northeast Private Client Group have currently?

As of September 2026, Northeast Private Client Group has approximately 43 employees across 3 continents, including North America, Asia and Europe. Key team members include Client Relationship Associate: A. G. Explore Northeast Private Client Group's employee directory with LeadIQ.

What industry does Northeast Private Client Group belong to?

Northeast Private Client Group operates in the Financial Services industry.

What technology does Northeast Private Client Group use?

Northeast Private Client Group's tech stack includes accessiBe, Hotjar, Amazon Web Services, jsDelivr, WordPress, monday.com, Office 365 and Datadog.

What is Northeast Private Client Group's email format?

Northeast Private Client Group's email format typically follows the pattern of First_Last@northeastprivate.com. Find more Northeast Private Client Group email formats with LeadIQ.

When was Northeast Private Client Group founded?

Northeast Private Client Group was founded in 1986.

Northeast Private Client Group

Q: What technology does Northeast Private Client Group use?

Northeast Private Client Group's tech stack includes Amazon S3, LinkedIn, Apache HTTP Server, WordPress, accessiBe.

Financial ServicesNew Jersey, United States11-50 Employees

Northeast Private Client Group is a boutique financial services advisory firm located in Florham Park, New Jersey. The firm serves entrepreneurs and professionals as a strategy-focused partner to build real wealth, including multigenerational wealth in many cases. It emphasizes careful listening and active engagement as the basis for helping clients achieve financial balance. The company employs 11 to 50 people and operates in the financial services industry. Reported revenue falls in the range of $50 million to $100 million. In February 2023, Northeast Private Client Group announced the promotion of Jim Casey to Senior Associate, reflecting ongoing personnel growth.