Insights

Boutique scale Small team size (2-10 employees) and fee-based registered investment advisory model indicate a high-touch, personalized service approach. Sales opportunity: offer premium, customization-focused services or partnerships that enhance client experience and scale advisory capabilities without compromising personal attention.

New England focus Based in Wellesley, MA with a stated client base across New England. Sales opportunity: position as a regional wealth management partner with localized insights, family-office style planning, and cross-sell of tax-efficient and estate planning strategies tailored to New England market nuances.

Growth yet close Desire to grow without sacrificing close client relationships. Sales opportunity: introduce scalable technology and outsourced advisory support, or white-label platform services that maintain personal touch while expanding client reach.

Revenue scale Revenue range of 10M to 25M signals a mid-market advisory with room for channel partnerships, strategic alliances, or acquisition discussions. Sales opportunity: propose collaborative financings, co-managed portfolios, or M&A advisory services to accelerate growth.

Tech footprint Technology stack includes standard web and analytics tools (PHP, Google Tag Manager, reCAPTCHA, Jetpack, Apache). Sales opportunity: offer modern, security-conscious wealthtech solutions, CRM integrations, and data analytics to enhance client insights and compliance while preserving their boutique model.

Similar companies to Peak Financial Management, Inc.

Peak Financial Management, Inc. Tech Stack

Peak Financial Management, Inc. uses 8 technology products and services including Cloudflare, MySQL, Google Maps, and more. Explore Peak Financial Management, Inc.'s tech stack below.

Cloudflare
Content Management System
MySQL
Database
Google Maps
Maps
WP Engine
Platform As A Service
The SEO Framework
Search Engines
reCAPTCHA
Security
Contact Form 7
Web Platform Extensions
Apache
Web Servers

Peak Financial Management, Inc.'s Email Address Formats

Peak Financial Management, Inc. uses at least 1 format(s):

Peak Financial Management, Inc. Email Formats	Example	Percentage
First@peak-financial.com	John@peak-financial.com	78%
Last@peak-financial.com	Doe@peak-financial.com	11%
F.Last@peak-financial.com	J.Doe@peak-financial.com	5%
FLast@peak-financial.com	JDoe@peak-financial.com	6%

Frequently Asked Questions

What is Peak Financial Management, Inc.'s phone number?

You can contact Peak Financial Management, Inc.'s main corporate office by phone at

+1-781-487-****

. 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 Peak Financial Management, Inc.'s official website and social media links?

Peak Financial Management, Inc.'s official website is peak-financial.com and has social profiles on LinkedIn.

How much revenue does Peak Financial Management, Inc. generate?

As of August 2026, Peak Financial Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Peak Financial Management, Inc.'s NAICS code?

Peak Financial Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Peak Financial Management, Inc. have currently?

As of August 2026, Peak Financial Management, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Vice President Exports: O. W.Vice President: J. C.Accouts Receivables Credit Manager: P. H.. Explore Peak Financial Management, Inc.'s employee directory with LeadIQ.

What industry does Peak Financial Management, Inc. belong to?

Peak Financial Management, Inc. operates in the Investment Management industry.

What technology does Peak Financial Management, Inc. use?

Peak Financial Management, Inc.'s tech stack includes CloudflareMySQLGoogle MapsWP EngineThe SEO FrameworkreCAPTCHAContact Form 7Apache.

What is Peak Financial Management, Inc.'s email format?

Peak Financial Management, Inc.'s email format typically follows the pattern of First@peak-financial.com. Find more Peak Financial Management, Inc. email formats with LeadIQ.

When was Peak Financial Management, Inc. founded?

Peak Financial Management, Inc. was founded in 1991.

Peak Financial Management, Inc.

Q: What technology does Peak Financial Management, Inc. use?

Peak Financial Management, Inc.'s tech stack includes WP Engine, Cloudflare, Contact Form 7, Google Fonts API, Google Maps.

Q: What is Peak Financial Management, Inc.'s NAICS code?

Peak Financial Management, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMassachusetts, United States2-10 Employees

Peak Financial Management, Inc. operates in the investment management space as a fee-based registered investment advisor. For more than twenty years, it has guided individuals and families across New England and beyond by developing wealth management plans tailored to each client’s unique circumstances. The firm emphasizes a close, relationship-driven approach, treating clients as part of an extended family and aiming to relieve them of the time and complexity involved in financial decision-making.

Headquartered in Wellesley, Massachusetts, the practice focuses on wealth management as its full-time work, providing ongoing guidance to clients during uncertain times. With a small team, Peak Financial prioritizes personalized service over scale and seeks to foster long-term relationships rather than rapid growth.