Insights

Strategic Mergers The recent merger with Bolotin Financial Group expands Prosperity's client base and service capabilities, offering a valuable entry point for targeting financial advisory firms seeking seamless integration and growth support.

Financial Strength With an annual revenue between 50 million and 100 million, Prosperity demonstrates solid financial performance, indicating stability and potential for collaborative opportunities in wealth management and tax planning services.

Technology Adoption Utilizing a modern tech stack including HubSpot Analytics and WordPress, Prosperity emphasizes digital engagement and data-driven decision making, which can be leveraged to introduce innovative financial solutions or tech-enabled services.

Market Position Positioned within the competitive financial advisory sector alongside major firms like EY and PwC, Prosperity offers opportunities for differentiation through personalized, tax-efficient planning tailored to mid-sized clients.

Growth Opportunities With a relatively moderate employee count and growing revenue, Prosperity is poised for expansion, making it an ideal partner or acquisition target for firms focusing on asset management, financial planning, and integrated advisory services.

Prosperity - An EisnerAmper Company Tech Stack

Prosperity - An EisnerAmper Company uses 8 technology products and services including HubSpot Analytics, WordPress, MySQL, and more. Explore Prosperity - An EisnerAmper Company's tech stack below.

  • HubSpot Analytics
    Analytics
  • WordPress
    Content Management System
  • MySQL
    Database
  • Microsoft Excel
    Editors
  • Font Awesome
    Font Scripts
  • LinkedIn
    Online Community Software
  • Imunify360
    Security
  • EWWW Image Optimizer
    Web Platform Extensions

Prosperity - An EisnerAmper Company's Email Address Formats

Prosperity - An EisnerAmper Company uses at least 2 format(s):
Prosperity - An EisnerAmper Company Email FormatsExamplePercentage
First.Last@prosperityconsult.comJohn.Doe@prosperityconsult.com
71%
FL@prosperityconsult.comJD@prosperityconsult.com
15%
FLast@prosperityconsult.comJDoe@prosperityconsult.com
14%
First.Last@prosperityea.comJohn.Doe@prosperityea.com
100%

Frequently Asked Questions

Where is Prosperity - An EisnerAmper Company's headquarters located?

Minus sign iconPlus sign icon
Prosperity - An EisnerAmper Company's main headquarters is located at 10065 Red Run Boulevard, Suite 200. The company has employees across 1 continents, including North America.

What is Prosperity - An EisnerAmper Company's phone number?

Minus sign iconPlus sign icon
You can contact Prosperity - An EisnerAmper Company'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 Prosperity - An EisnerAmper Company's official website and social media links?

Minus sign iconPlus sign icon
Prosperity - An EisnerAmper Company's official website is prosperityea.com and has social profiles on LinkedIn.

What is Prosperity - An EisnerAmper Company's NAICS code?

Minus sign iconPlus sign icon
Prosperity - An EisnerAmper Company's NAICS code is 52 - Finance and Insurance.

How many employees does Prosperity - An EisnerAmper Company have currently?

Minus sign iconPlus sign icon
As of December 2025, Prosperity - An EisnerAmper Company has approximately 56 employees across 1 continents, including North America. Key team members include Chief Operating Officer: C. W.Chief Market Strategist: B. T.President: M. M.. Explore Prosperity - An EisnerAmper Company's employee directory with LeadIQ.

What industry does Prosperity - An EisnerAmper Company belong to?

Minus sign iconPlus sign icon
Prosperity - An EisnerAmper Company operates in the Financial Services industry.

What technology does Prosperity - An EisnerAmper Company use?

Minus sign iconPlus sign icon
Prosperity - An EisnerAmper Company's tech stack includes HubSpot AnalyticsWordPressMySQLMicrosoft ExcelFont AwesomeLinkedInImunify360EWWW Image Optimizer.

What is Prosperity - An EisnerAmper Company's email format?

Minus sign iconPlus sign icon
Prosperity - An EisnerAmper Company's email format typically follows the pattern of First.Last@prosperityconsult.com. Find more Prosperity - An EisnerAmper Company email formats with LeadIQ.

When was Prosperity - An EisnerAmper Company founded?

Minus sign iconPlus sign icon
Prosperity - An EisnerAmper Company was founded in 2023.

Prosperity - An EisnerAmper Company

Financial ServicesMaryland, United States51-200 Employees

Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA). Prosperity provides integrated tax-efficient planning, personalized financial strategies, and objective investment advice to help our clients make informed decisions, preserve wealth, and seize opportunities. We can accommodate both personal and business affairs at one firm, providing a seamless experience.


Securities offered through DAI Securities, LLC, Member FINRA/SIPC.
Advisory Services offered through Prosperity – An EisnerAmper Company.
Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC.

Prosperity - An EisnerAmper Company does not approve or endorse any third-party communications posted on Twitter, Facebook, LinkedIn or any other social media, nor does it encourage any such parties to post on its behalf.

Section iconCompany Overview

Headquarters
10065 Red Run Boulevard, Suite 200
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2023
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Prosperity - An EisnerAmper Company's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Prosperity - An EisnerAmper Company's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.