Insights

Boutique Focus Northeast Private Client Group is a boutique financial services advisory firm serving entrepreneurs and professionals with multigenerational wealth goals, indicating a potential need for tailored high-touch services beyond mass-market offerings.

Expansion Potential With 11-50 employees and revenue in the 50M-100M range, there may be opportunities to scale advisory services, investment products, or technology-enabled solutions that support growth, succession planning, or real estate strategy.

Technology Stack The firm utilizes a modern tech stack (WordPress, AWS, monday.com, Datadog, Hotjar, accessiBe) suggesting openness to digital optimization, analytics, CRM enhancements, and cybersecurity services to improve client experience and compliance.

Recent Talent Moves Promoting a Senior Associate signals active talent development and potential need for leadership development, practice management software, or succession planning tools to scale advisory capabilities.

Real Estate/Niche Focus Publicized ties to real estate brokerage and emphasis on wealth building indicate opportunities with real estate investment platforms, property analytics, financing solutions, or advisory services aligned to real estate clients and developers.

Similar companies to Northeast Private Client Group

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.

Northeast Private Client Group's Email Address Formats

Northeast Private Client Group uses at least 4 email formats:
Northeast Private Client Group Email FormatsExamplePercentage
First_Last@northeastprivate.comJohn_Doe@northeastprivate.com
78%
First.Last@northeastprivate.comJohn.Doe@northeastprivate.com
12%
FLast@northeastprivate.comJDoe@northeastprivate.com
5%
Last@northeastprivate.comDoe@northeastprivate.com
5%

Frequently Asked Questions

What is Northeast Private Client Group's phone number?

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You can contact Northeast Private Client Group'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 Northeast Private Client Group's official website and social media links?

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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?

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As of November 2026, Northeast Private Client Group's annual revenue is estimated to be $25M - $50M.

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

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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?

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As of November 2026, Northeast Private Client Group has approximately 42 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?

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Northeast Private Client Group operates in the Financial Services industry.

What technology does Northeast Private Client Group use?

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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?

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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?

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Northeast Private Client Group was founded in 1986.
Northeast Private Client Group logo

Northeast Private Client Group

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.

Section iconCompany Overview

Phone number
SIC Code
6531 - Real Estate Agents and Managers
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Northeast Private Client Group's revenue is estimated to be in the range of $25M - $50M

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