Insights

Client-Centric Approach Renaissance Wealth Management prioritizes building sincere and trusted relationships with clients, providing personalized and ongoing financial advice. This indicates a strong emphasis on customer service and relationship management, presenting opportunities for CRM and client engagement solution providers.

Market Resilience With extensive experience navigating recessions and market volatility, the company values disciplined, informed investment strategies. Technology solutions that enhance risk analysis, market forecasting, or portfolio resilience could appeal to their expertise-focused approach.

Digital Engagement The company's tech stack includes Google Analytics and Twitter, indicating an active online presence and interest in digital marketing. Opportunities exist to offer advanced analytics, content management, or social media engagement tools to further boost their outreach.

Growth Potential With revenue estimated between $10M and $25M and a small team, there is room for expansion. Service providers that facilitate scalable growth, client onboarding, or operational efficiency may find value in partnering with them as they grow.

Industry Alignment Similar firms like Integrated Wealth Management share comparable revenue and employee size, suggesting a competitive landscape that favors innovative solutions in asset management, compliance, or client analytics—ideal areas to target for tailored financial technology offerings.

Similar companies to Renaissance Wealth Management

Renaissance Wealth Management Tech Stack

Renaissance Wealth Management uses 8 technology products and services including MySQL, jQuery Migrate, Lodash, and more. Explore Renaissance Wealth Management's tech stack below.

  • MySQL
    Database
  • jQuery Migrate
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics
  • Twitter
    Widgets

Media & News

Renaissance Wealth Management's Email Address Formats

Renaissance Wealth Management uses at least 2 format(s):
Renaissance Wealth Management Email FormatsExamplePercentage
First@rwmonline.comJohn@rwmonline.com
27%
FLast@rwmonline.comJDoe@rwmonline.com
28%
First.Last@rwmonline.comJohn.Doe@rwmonline.com
18%
First@rwmonline.comJohn@rwmonline.com
27%

Frequently Asked Questions

Where is Renaissance Wealth Management's headquarters located?

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Renaissance Wealth Management's main headquarters is located at 191 University Boulevard, Suite 221. The company has employees across 4 continents, including North AmericaAfricaEurope.

What is Renaissance Wealth Management's phone number?

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You can contact Renaissance Wealth Management'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 Renaissance Wealth Management's official website and social media links?

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Renaissance Wealth Management's official website is rwmonline.com and has social profiles on LinkedIn.

What is Renaissance Wealth Management's SIC code NAICS code?

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Renaissance Wealth Management's SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Renaissance Wealth Management have currently?

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As of December 2025, Renaissance Wealth Management has approximately 7 employees across 4 continents, including North AmericaAfricaEurope. Key team members include Chief Executive Officer: K. E.Chief Impact Investor: D. S.Financial Advisor Managing Partner: P. K. E.. Explore Renaissance Wealth Management's employee directory with LeadIQ.

What industry does Renaissance Wealth Management belong to?

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Renaissance Wealth Management operates in the Investment Management industry.

What technology does Renaissance Wealth Management use?

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Renaissance Wealth Management's tech stack includes MySQLjQuery MigrateLodashjQuery UISlider RevolutionreCAPTCHAGoogle AnalyticsTwitter.

What is Renaissance Wealth Management's email format?

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

When was Renaissance Wealth Management founded?

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Renaissance Wealth Management was founded in 2003.

Renaissance Wealth Management

Investment ManagementColorado, United States2-10 Employees

Valuing sincere, trusted relationships, we partner with our clients for life. 

Experienced with purposeful financial acumen, we are tested by recessions and market volatility. 

Disciplined and informed, we ensure our clients’ best interests come first.

We strive to deliver thoughtful financial advice and investment management that’s in our clients’ best interests:

-- Communicate regularly and without jargon.
-- Focus only on economic events that impact our clients.
-- Ignore the noise.
-- Improve our clients’ financial well-being.

Section iconCompany Overview

Headquarters
191 University Boulevard, Suite 221
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Renaissance Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Renaissance Wealth Management's revenue is estimated to be in the range of $10M$25M

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