Insights

Growth Potential Mid-sized wealth management firm with revenue between 25M and 50M and a growing team suggests upsell opportunities in enhanced investment platforms, advisory tools, and advanced asset management services to boost efficiency and scalability.

Succession Readiness Active hiring of wealth advisors and client service roles indicates expansion plans and potential demand for integrated client onboarding, CRM optimization, and portfolio management solutions to support broader client coverage.

Tech Modernization Current tech stack includes AWS, Salesforce, WordPress and analytics tools, signaling openness to fintech integrations, data analytics, cybersecurity enhancements, and Salesforce-driven client experience improvements.

Diversified x Assets Notable past investments in public equities and large-cap names imply interest in diversified asset management capabilities, including alternative investments, risk analytics, and performance reporting for high net-worth clients.

Memphis Focus Memphis-based location with visible local hiring activity presents opportunities for regional partnerships, educational events, and targeted marketing to capture local business owners and family offices seeking trusted financial guidance.

Red Door Wealth Management Tech Stack

Red Door Wealth Management uses 8 technology products and services including Amazon Web Services, WordPress, Salesforce, and more. Explore Red Door Wealth Management's tech stack below.

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

Salesforce

Customer Relationship Management

Mailchimp

Mimecast

Email Security

UNIX

Operating Systems

WP Engine

Platform As A Service

New Relic

Real User Monitoring

Red Door Wealth Management Email Formats	Example	Percentage
First@reddoorwealth.com	John@reddoorwealth.com	100%

Red Door Wealth Management Email Formats

Example

Percentage

First@reddoorwealth.com

John@reddoorwealth.com

100%

Frequently Asked Questions

What is Red Door Wealth Management's phone number?

You can contact Red Door Wealth Management's main corporate office by phone at

+1-901-681-****

. 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 Red Door Wealth Management's official website and social media links?

Red Door Wealth Management's official website is reddoorwealth.com and has social profiles on LinkedIn.

How much revenue does Red Door Wealth Management generate?

As of August 2026, Red Door Wealth Management's annual revenue is estimated to be $25M - $50M.

What is Red Door Wealth Management's NAICS code?

Red Door Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Red Door Wealth Management have currently?

As of August 2026, Red Door Wealth Management has approximately 20 employees across 4 continents, including North America, Europe and Asia. Key team members include Chief Investment Officer: J. P., Chief Investment Officer: M. M. and Chief Investment Officer: V. B. Explore Red Door Wealth Management's employee directory with LeadIQ.

What industry does Red Door Wealth Management belong to?

Red Door Wealth Management operates in the Financial Services industry.

What technology does Red Door Wealth Management use?

Red Door Wealth Management's tech stack includes Amazon Web Services, WordPress, Salesforce, Mailchimp, Mimecast, UNIX, WP Engine and New Relic.

What is Red Door Wealth Management's email format?

Red Door Wealth Management's email format typically follows the pattern of First@reddoorwealth.com. Find more Red Door Wealth Management email formats with LeadIQ.

How much funding has Red Door Wealth Management raised to date?

As of August 2026, Red Door Wealth Management has raised $19M in funding. The last funding round occurred on Mar 31, 2025.

Red Door Wealth Management

Q: How many employees does Red Door Wealth Management have currently?

Red Door Wealth Management has approximately 20 employees.

Q: What technology does Red Door Wealth Management use?

Red Door Wealth Management's tech stack includes JSON-LD, Salesforce, Nginx, Sitelinks Search Box, W3 Total Cache.

Q: What is Red Door Wealth Management's NAICS code?

Red Door Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesTennessee, United States11-50 Employees

Red Door Wealth Management is a financial services firm based in Memphis, Tennessee, focused on helping individuals and businesses navigate complex financial matters through personalized solutions. Its asset management approach centers on preserving wealth and creating lasting impact for clients and their families, addressing portfolio management, risk tolerance, and capital markets among other considerations. The company serves a client base that benefits from tailored advisory services aimed at simplifying financial decisions and sustaining long-term value. Established in the Memphis area, Red Door Wealth Management operates within the financial services industry and has a regional footprint with a small- to mid-sized firm profile. Recent hires reported in local news indicate ongoing expansion in its advisory and client service capabilities.

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