Insights

Niche Client Focus Redwood Investments specializes in serving high-net-worth individuals and families nationwide, indicating an opportunity to tailor financial technology solutions or advisory services that enhance personalized wealth management experiences.

Growth and Investment Activity The firm's recent investment in Boingo Wireless suggests an openness to expanding its portfolio into innovative tech-driven sectors, presenting potential for collaboration with fintech or technology vendors.

Technology Adoption Utilizing diverse tech stacks such as WalkMe, Google Maps, and Facebook, Redwood shows a strong inclination toward leveraging digital tools, which could benefit from advanced customer engagement or analytics platforms.

Financial Range and Potential With annual revenues between 1 million to 10 million dollars, Redwood offers a mid-sized client profile ideal for financial services, software solutions, or consulting packages tailored for similar firms.

Market Positioning Positioned among competitors like Kingswood Capital Management and Global Wealth Management, Redwood presents opportunities for strategic partnerships or value-added services to strengthen its market differentiation.

Redwood Investments Tech Stack

Redwood Investments uses 8 technology products and services including Babel, Lodash, core-js, and more. Explore Redwood Investments's tech stack below.

  • Babel
    Development
  • Lodash
    Javascript Libraries
  • core-js
    Javascript Libraries
  • Google Maps
    Maps
  • HSTS
    Security
  • WalkMe
    User Onboarding
  • X-Content-Type-Options
    Web & Portal Technology
  • Facebook
    Widgets

Redwood Investments's Email Address Formats

Redwood Investments uses at least 1 format(s):
Redwood Investments Email FormatsExamplePercentage

Frequently Asked Questions

Where is Redwood Investments's headquarters located?

Minus sign iconPlus sign icon
Redwood Investments's main headquarters is located at Fort Bragg, California United States. The company has employees across 1 continents, including North America.

What is Redwood Investments's stock symbol?

Minus sign iconPlus sign icon
Redwood Investments is a publicly traded company; the company's stock symbol is N/A.

What is Redwood Investments's official website and social media links?

Minus sign iconPlus sign icon
Redwood Investments's official website is myredwoodinvestments.com and has social profiles on LinkedIn.

What is Redwood Investments's NAICS code?

Minus sign iconPlus sign icon
Redwood Investments's NAICS code is 52 - Finance and Insurance.

How many employees does Redwood Investments have currently?

Minus sign iconPlus sign icon
As of January 2026, Redwood Investments has approximately 13 employees across 1 continents, including North America. Key team members include Chief Executive Officer And Chairman: M. A.President Wealth Manager: D. C. A.Senior Portfolio Manager: V. K.. Explore Redwood Investments's employee directory with LeadIQ.

What industry does Redwood Investments belong to?

Minus sign iconPlus sign icon
Redwood Investments operates in the Financial Services industry.

What technology does Redwood Investments use?

Minus sign iconPlus sign icon
Redwood Investments's tech stack includes BabelLodashcore-jsGoogle MapsHSTSWalkMeX-Content-Type-OptionsFacebook.

When was Redwood Investments founded?

Minus sign iconPlus sign icon
Redwood Investments was founded in 2005.

Redwood Investments

Financial ServicesCalifornia, United States11-50 Employees

Redwood Investments serves a select group of successful individuals and families nationwide. The firm provides customized financial planning, coupled with experienced investment portfolio management designed to help protect and grow client wealth. Founded in 2005, Redwood Investments is headquartered in Fort Bragg, California.

Section iconCompany Overview

Headquarters
Fort Bragg, California United States
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Redwood Investments's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Redwood Investments's revenue is estimated to be in the range of $1M$10M

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.