What is Precision Wealth's NAICS code?

Precision Wealth's NAICS code is 52 (Finance and Insurance).

Insights

Mid-size fintech Precision Wealth operates in financial services with a lean team (11-50 employees) and a revenue range of 10M-25M, presenting a fit for wealth management software, advisory platforms, or outsourced back-office solutions that scale with growth.

Regional focus Based in Irvine, California, there may be strategic opportunities for local relationship management, event sponsorships, and regulatory-compliant services tailored to West Coast clients seeking personalized financial guidance.

Technology stack Utilizes AWS, Cloudflare, Bootstrap, jQuery, and modern web tooling, indicating openness to cloud-based security, performance optimization, CRM integrations, and client portal enhancements to improve service delivery.

Growth potential Revenue in the 10-25M band with a relatively small employee base suggests potential for scalable tech enablement, such as automated client onboarding, Robo-advisory partnerships, or practice management integrations.

Competitive landscape Operating alongside large incumbents with multi-billion revenues, Precision Wealth could benefit from niche differentiators like bespoke financial planning, high-touch service models, and targeted software that enhances client outcomes and retention.

Similar companies to Precision Wealth

Precision Wealth Tech Stack

Precision Wealth uses 8 technology products and services including Amazon Web Services, Cloudflare CDN, Amazon S3, and more. Explore Precision Wealth's tech stack below.

Amazon Web Services
Cloud Hosting
Cloudflare CDN
Content Delivery Network
Amazon S3
Content Delivery Network
GoDaddy Email
Email Hosting
jQuery
Javascript Libraries
Site24x7
Real User Monitoring
Animate.css
UI Frameworks
jQuery Validation Plugin
Web Tools And Plugins

Precision Wealth's Email Address Formats

Precision Wealth uses at least 2 format(s):

Precision Wealth Email Formats	Example	Percentage
FLast@parklandrep.com	JDoe@parklandrep.com	97%
FMLast@parklandrep.com	JMDoe@parklandrep.com	3%
FLast@precisionwealth.com	JDoe@precisionwealth.com	78%
First.Last@precisionwealth.com	John.Doe@precisionwealth.com	11%
First@precisionwealth.com	John@precisionwealth.com	5%
Last.First@precisionwealth.com	Doe.John@precisionwealth.com	6%

Frequently Asked Questions

What is Precision Wealth's phone number?

You can contact Precision Wealth's main corporate office by phone at

+1-949-208-****

. 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 Precision Wealth's official website and social media links?

Precision Wealth's official website is precisionwealth.com and has social profiles on LinkedIn.

How much revenue does Precision Wealth generate?

As of August 2026, Precision Wealth's annual revenue is estimated to be $10M - $25M.

What is Precision Wealth's SIC code NAICS code?

Precision Wealth's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Precision Wealth have currently?

As of August 2026, Precision Wealth has approximately 14 employees across 2 continents, including North AmericaAsia. Key team members include Proud Owner: B. S.Principal Owner: J. M.Independent Business Owner: L. J.. Explore Precision Wealth's employee directory with LeadIQ.

What industry does Precision Wealth belong to?

Precision Wealth operates in the Financial Services industry.

What technology does Precision Wealth use?

Precision Wealth's tech stack includes Amazon Web ServicesCloudflare CDNAmazon S3GoDaddy EmailjQuerySite24x7Animate.cssjQuery Validation Plugin.

What is Precision Wealth's email format?

Precision Wealth's email format typically follows the pattern of FLast@parklandrep.com. Find more Precision Wealth email formats with LeadIQ.

When was Precision Wealth founded?

Precision Wealth was founded in 2001.

Precision Wealth

Q: What is Precision Wealth's official website and social media links?

Precision Wealth's official website is precisionwealth.com. Precision Wealth has social profiles on LinkedIn.

Q: How many employees does Precision Wealth have currently?

Precision Wealth has approximately 14 employees.

Q: What technology does Precision Wealth use?

Precision Wealth's tech stack includes Animate.css, Cloudflare, Site24x7, GoDaddy Email, Font Awesome.

Financial ServicesCalifornia, United States11-50 Employees

Precision Wealth operates in the financial services sector, focusing on comprehensive, personalized support to help clients achieve financial stability and independence across their financial lives. The firm serves individuals seeking holistic guidance and stability, addressing their diverse financial needs through a broad, client-centered approach rather than a narrow product focus. Based in Irvine, California, the company positions itself as a provider of continuous, individual attention aimed at long-term financial security within a professional services framework. Founded to offer thorough, hands-on service, Precision Wealth emphasizes a reputation for excellence and personal guidance in managing clients’ financial affairs. The firm’s size suggests a close-knit team capable of delivering customized strategies within the local market context.