Insights

Growing Revenue Rooted Wealth Advisors reports a revenue range of 10 to 25 million dollars, indicating a mid-sized firm with significant client assets under management. This presents opportunities for upselling advanced financial solutions or technology platforms to enhance efficiency and client service.

Personalized Service Focus The company's emphasis on individualized financial guidance and building trust suggests a client-centric approach that can benefit from tailored financial planning tools, CRM solutions, or client engagement platforms to deepen customer relationships.

Market Expansion Potential With a relatively small team of 11-50 employees, Rooted Wealth Advisors might be seeking strategic expansion or automation solutions to grow their capacity and market share without compromising the personalized service model.

Technology Stack Opportunity Utilizing a mix of web and content management tools such as WordPress, Bootstrap, and Adobe Fonts indicates openness to modern digital marketing and web presence enhancement, offering avenues for innovative branding, client onboarding, or digital experience tools.

Competitive Positioning Operating in a competitive financial advisory landscape alongside firms like Pathstone and McAdam Financial, Rooted Wealth Advisors could benefit from advanced analytics, compliance solutions, or niche investment products to strengthen their differentiation and appeal to high-net-worth clients.

Rooted Wealth Advisors Tech Stack

Rooted Wealth Advisors uses 8 technology products and services including SoundCloud, WordPress, Bootstrap, and more. Explore Rooted Wealth Advisors's tech stack below.

  • SoundCloud
    Audio, Video, Graphics
  • WordPress
    Content Management System
  • Bootstrap
    UI Frameworks
  • ZURB Foundation
    UI Frameworks
  • Adobe Fonts
    Web Fonts
  • Astra
    Web Platform Extensions
  • Autoptimize
    Web Platform Extensions
  • Nginx
    Web Servers

Media & News

Rooted Wealth Advisors's Email Address Formats

Rooted Wealth Advisors uses at least 1 format(s):
Rooted Wealth Advisors Email FormatsExamplePercentage
First@rootedretirement.comJohn@rootedretirement.com
48%
FLast@rootedretirement.comJDoe@rootedretirement.com
2%
First@rootedretirement.comJohn@rootedretirement.com
48%
FLast@rootedretirement.comJDoe@rootedretirement.com
2%

Frequently Asked Questions

Where is Rooted Wealth Advisors's headquarters located?

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Rooted Wealth Advisors's main headquarters is located at 1521 North Convent Street Bourbonnais, Illinois 60914 United States. The company has employees across 1 continents, including North America.

What is Rooted Wealth Advisors's stock symbol?

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Rooted Wealth Advisors is a publicly traded company; the company's stock symbol is N/A.

What is Rooted Wealth Advisors's official website and social media links?

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Rooted Wealth Advisors's official website is rootedretirement.com and has social profiles on LinkedIn.

What is Rooted Wealth Advisors's NAICS code?

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Rooted Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Rooted Wealth Advisors have currently?

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As of February 2026, Rooted Wealth Advisors has approximately 17 employees across 1 continents, including North America. Key team members include Founder: Z. G.Business Owner: A. F.Director Of First Impressions: L. B.. Explore Rooted Wealth Advisors's employee directory with LeadIQ.

What industry does Rooted Wealth Advisors belong to?

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Rooted Wealth Advisors operates in the Financial Services industry.

What technology does Rooted Wealth Advisors use?

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Rooted Wealth Advisors's tech stack includes SoundCloudWordPressBootstrapZURB FoundationAdobe FontsAstraAutoptimizeNginx.

What is Rooted Wealth Advisors's email format?

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Rooted Wealth Advisors's email format typically follows the pattern of First@rootedretirement.com. Find more Rooted Wealth Advisors email formats with LeadIQ.

When was Rooted Wealth Advisors founded?

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Rooted Wealth Advisors was founded in 1988.

Rooted Wealth Advisors

Financial ServicesIllinois, United States11-50 Employees

“We believe you deserve to have someone working for your money and your family as hard as you’ve worked to build those things. We also believe it’s possible for you to receive financial guidance from someone who knows you by name.”
- Founder, Zach Gray

Investment advisory services offered only by duly registered individuals through Rooted Wealth Advisors.

Section iconCompany Overview

Headquarters
1521 North Convent Street Bourbonnais, Illinois 60914 United States
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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