What is Partnervest Financial Group, LLC's NAICS code?

Partnervest Financial Group, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Acquisition Footprint Partnervest was acquired by Change Path in 2020 for a substantial sum, indicating potential integration opportunities or parent company cross-sell possibilities with Change Path’s network and services.

RIA with Heart Positioned as an advisor-centric RIA with a strong emphasis on fiduciary duty, culture, and adviser empowerment, suggesting opportunities to align service offerings with values-based partnerships and recruitment outreach.

Open Platform Flex Offers an open platform with freedom of investment choice and access to alternative investments via the STAR Spectrum Program, presenting a sales angle for diverse product capabilities and risk-based modeling.

Medium-Sized Scale Small-to-mid sized firm with 11-50 employees and revenue in the million-dollar range, indicating potential for scalable back-office and compliance services to support growth without overwhelming larger incumbents.

Tech Stack & Mentions Current tech footprint includes Fastly, MySQL, Google Analytics, and cloud hosting; combined with notable investment activity history, signaling opportunities to offer modernized technology, data analytics, and client experience enhancements to strengthen competitive positioning.

Similar companies to Partnervest Financial Group, LLC

Partnervest Financial Group, LLC Tech Stack

Partnervest Financial Group, LLC uses 8 technology products and services including WordPress, Network Solutions, jQuery Migrate, and more. Explore Partnervest Financial Group, LLC's tech stack below.

WordPress
Content Management System
Network Solutions
Domain Name Services
jQuery Migrate
Javascript Libraries
Google Maps
Maps
Flywheel
Platform As A Service
Google Analytics
Web Analytics
DigitalOcean Web Hosting
Web Hosting
Apache
Web Servers

Media & News

Partnervest Financial Group, LLC's Email Address Formats

Partnervest Financial Group, LLC uses at least 1 format(s):

Partnervest Financial Group, LLC Email Formats	Example	Percentage
FLast@partnervest.com	JDoe@partnervest.com	90%
FirstLast@partnervest.com	JohnDoe@partnervest.com	3%
Last@partnervest.com	Doe@partnervest.com	4%
First@partnervest.com	John@partnervest.com	3%

Frequently Asked Questions

What is Partnervest Financial Group, LLC's phone number?

You can contact Partnervest Financial Group, LLC's main corporate office by phone at

+1-408-247-****

. 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 Partnervest Financial Group, LLC's official website and social media links?

Partnervest Financial Group, LLC's official website is partnervest.com and has social profiles on LinkedIn.

How much revenue does Partnervest Financial Group, LLC generate?

As of July 2026, Partnervest Financial Group, LLC's annual revenue is estimated to be $1M - $10M.

What is Partnervest Financial Group, LLC's SIC code NAICS code?

Partnervest Financial Group, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Partnervest Financial Group, LLC have currently?

As of July 2026, Partnervest Financial Group, LLC has approximately 23 employees across 1 continents, including North America. Key team members include Chief Financial Officer: B. L.Chief Investment Officer: D. Y.President: M. S.. Explore Partnervest Financial Group, LLC's employee directory with LeadIQ.

What industry does Partnervest Financial Group, LLC belong to?

Partnervest Financial Group, LLC operates in the Financial Services industry.

What technology does Partnervest Financial Group, LLC use?

Partnervest Financial Group, LLC's tech stack includes WordPressNetwork SolutionsjQuery MigrateGoogle MapsFlywheelGoogle AnalyticsDigitalOcean Web HostingApache.

What is Partnervest Financial Group, LLC's email format?

Partnervest Financial Group, LLC's email format typically follows the pattern of FLast@partnervest.com. Find more Partnervest Financial Group, LLC email formats with LeadIQ.

When was Partnervest Financial Group, LLC founded?

Partnervest Financial Group, LLC was founded in 2001.

Partnervest Financial Group, LLC

Q: What technology does Partnervest Financial Group, LLC use?

Partnervest Financial Group, LLC's tech stack includes Flywheel, Google Search Console, jQuery Migrate, Office 365, Font Awesome.

Financial ServicesCalifornia, United States11-50 Employees

Partnervest Financial Group, LLC operates as a registered investment adviser based in Santa Barbara, California. It supports financial advisers who want to start their own practice or join an existing one by offering portfolio management, back-office support, customized technology, business development, and compliance services. The firm emphasizes adviser empowerment and a culture that values diverse perspectives and aims to foster meaningful client relationships. As an SEC registered investment adviser, Partnervest provides an open platform with freedom of investment choice, access to alternative investments for qualified investors, and risk-based models through the STAR Spectrum Program. This structure is designed to help advisers grow their practice while maintaining a fiduciary standard. In October 2020, ChangePath acquired Partnervest Advisory Services.