Insights

High Net-Worth Focus Ridgewood Investments targets high-income professionals and business owners seeking turnkey investment advisory and financial planning to optimize tax outcomes, retirement readiness, and legacy planning.

Vehicle for Growth With a revenue range of 10M to 25M and a lean team, there is potential to upsell technology-driven advisory tools, enhanced analytics, and scalable services to expand client capacity and improve performance tracking.

Tech-Driven Ops Current tech stack includes HubSpot, AWS, WordPress, Shopify, and Google Workspace, indicating openness to marketing automation, CRM enhancements, secure hosting, and digital client onboarding improvements.

Asset Diversification Recent investments span ETFs and equities across financial services, healthcare, and commodities, suggesting opportunities for product partnerships in model portfolios, risk-managed solutions, and tax-efficient strategies.

Growth Readiness Evidence of external news coverage and quarterly activity signals potential for go-to-market partnerships, co-branded content, and SDR outreach around asset accumulation, retirement planning, and legacy services.

Similar companies to Ridgewood Investments

Ridgewood Investments Tech Stack

Ridgewood Investments uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, WordPress, and more. Explore Ridgewood Investments's tech stack below.

Media & News

Ridgewood Investments's Email Address Formats

Ridgewood Investments uses at least 3 email formats:
Ridgewood Investments Email FormatsExamplePercentage
First@ridgewoodinvestments.comJohn@ridgewoodinvestments.com
82%
Middle@ridgewoodinvestments.comMichael@ridgewoodinvestments.com
12%
FLast@ridgewoodinvestments.comJDoe@ridgewoodinvestments.com
6%

Frequently Asked Questions

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

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Ridgewood Investments's official website is ridgewoodinvestments.com and has social profiles on LinkedIn.

How much revenue does Ridgewood Investments generate?

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As of September 2026, Ridgewood Investments's annual revenue is estimated to be $10M - $25M.

What is Ridgewood Investments's NAICS code?

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Ridgewood Investments's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Ridgewood Investments have currently?

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As of September 2026, Ridgewood Investments has approximately 10 employees across 1 continents, including North America. Key team members include Founder: K. K. M., Client Services Associate: D. D. and Wealth Management Advisor: G. V. Explore Ridgewood Investments's employee directory with LeadIQ.

What industry does Ridgewood Investments belong to?

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Ridgewood Investments operates in the Investment Management industry.

What technology does Ridgewood Investments use?

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Ridgewood Investments's tech stack includes HubSpot Analytics, Amazon Web Services, WordPress, Shopify, Google Workspace, imagesLoaded, Piwik and DigitalOcean Web Hosting.

What is Ridgewood Investments's email format?

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Ridgewood Investments's email format typically follows the pattern of First@ridgewoodinvestments.com. Find more Ridgewood Investments email formats with LeadIQ.

When was Ridgewood Investments founded?

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Ridgewood Investments was founded in 2002.
Ridgewood Investments logo

Ridgewood Investments

Investment ManagementNew Jersey, United States2-10 Employees

Ridgewood Investments is an investment management firm based in Springfield, New Jersey. It offers turnkey investment advisory services aimed at helping high-income professionals and business owners grow their portfolios with less effort, focusing on strategies that support financial goals such as retirement planning, tax reduction, passive income generation, and asset protection for loved ones and future healthcare needs. The company serves clients seeking a structured, proven approach to achieving financial security and freedom, including planning for education expenses, healthcare costs, and legacy considerations. Recent activity reported in industry publications notes Ridgewood Investments’ involvement in acquiring stakes across various publicly traded assets, reflecting ongoing portfolio diversification. The firm operates in a small team and emphasizes delivering solutions that address time constraints and the need for disciplined investment management from its New Jersey location.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2002
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Ridgewood Investments's revenue is estimated to be in the range of $10M - $25M

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