Insights

Relationship Focus Boutique financial services firm emphasizes long-term relationships with a small client base. Opportunity: position premium, customized fintech and wealth management solutions to deepen existing client engagement and grow wallet share.

Cross-Sell Potential Main lines include commercial banking, investment banking and wealth services. Opportunity: offer integrated platforms that unify banking, advisory, and trust services with analytics and risk tooling to streamline client journeys.

Crypto Interest Past crypto initiative with CryptoHero signals openness to blockchain and digital assets. Opportunity: present crypto advisory, asset management, and fintech partnerships to attract crypto-savvy clients and differentiate offerings.

Growth Readiness Small to mid-sized firm (11-50 employees) with growing revenue suggests readiness for scalable tech and services. Opportunity: propose lean, secure cloud solutions, CRM and data analytics to boost efficiency and client experience without overhead.

Tech Modernization Current tech stack shows legacy tools and standard SaaS; potential to modernize website, customer support, and security. Opportunity: offer modernization plan including CRM upgrade, cybersecurity, analytics, and streamlined onboarding to improve conversions and service delivery.

Novum Group, Inc. Tech Stack

Novum Group, Inc. uses 8 technology products and services including html5media, DreamWeaver, Google Workspace, and more. Explore Novum Group, Inc.'s tech stack below.

  • html5media
    Audio, Video, Graphics
  • DreamWeaver
    Editors
  • Google Workspace
    Email
  • Re:amaze
    Live Chat
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics
  • Google Search Console
    Web Analytics
  • Apache
    Web Servers

Novum Group, Inc.'s Email Address Formats

Novum Group, Inc. uses at least 1 format(s):
Novum Group, Inc. Email FormatsExamplePercentage
First@novumgroup.comJohn@novumgroup.com
100%

Frequently Asked Questions

Where is Novum Group, Inc.'s headquarters located?

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Novum Group, Inc.'s main headquarters is located at 3207 Grey Hawk Court Suite 110 Carlsbad, California 92010 United States. The company has employees across 1 continents, including North America.

What is Novum Group, Inc.'s phone number?

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You can contact Novum Group, Inc.'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 Novum Group, Inc.'s official website and social media links?

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Novum Group, Inc.'s official website is novumgroup.com and has social profiles on LinkedIn.

What is Novum Group, Inc.'s NAICS code?

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Novum Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Novum Group, Inc. have currently?

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As of February 2026, Novum Group, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Principal: M. K.. Explore Novum Group, Inc.'s employee directory with LeadIQ.

What industry does Novum Group, Inc. belong to?

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Novum Group, Inc. operates in the Financial Services industry.

What technology does Novum Group, Inc. use?

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Novum Group, Inc.'s tech stack includes html5mediaDreamWeaverGoogle WorkspaceRe:amazereCAPTCHAGoogle AnalyticsGoogle Search ConsoleApache.

What is Novum Group, Inc.'s email format?

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Novum Group, Inc.'s email format typically follows the pattern of First@novumgroup.com. Find more Novum Group, Inc. email formats with LeadIQ.

When was Novum Group, Inc. founded?

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Novum Group, Inc. was founded in 2014.

Novum Group, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Novum Group's business model supports the idea of creating strong relationships and repeat business with fewer clients. We are not in this business for the short term successes only, and we do our absolute best to hire associates that think that same way. This is our career. This business is our passion, and the companies and people we work with understand that. Our main lines of business focus on commercial banking and investment banking, as well as wealth services, which includes private banking, trust, and wealth management. We keep you informed of what's happening here in our office through the News & Events link.

Section iconCompany Overview

Headquarters
3207 Grey Hawk Court Suite 110 Carlsbad, California 92010 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Novum Group, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Novum Group, Inc.'s revenue is estimated to be in the range of $1M$10M

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