Insights

Growing Client Base With an estimated revenue between 25 million and 50 million and a dedicated team of 11 to 50 employees, SAGE Private Wealth Group demonstrates a stable financial position and a capacity for expansion, highlighting opportunities for tailored financial products and premium services.

Investment Activity Recent investments in technology assets and stakes in companies like Keysight Technologies, Federal Signal, and Edwards Lifesciences indicate an active portfolio management approach that could be enhanced with advanced analytics, risk management tools, or strategic investment solutions.

Community and ESG Focus The company's mission emphasizes empowering women and children through education and access to capital, presenting opportunities to introduce socially responsible, ESG-focused financial products and advisory services aligning with their philanthropic values.

Technology Stack Utilization of tools like Google Analytics, Adobe Fonts, and open source technologies suggests openness to modern digital solutions, which could be leveraged to improve client engagement platforms, data security, or personalized client experiences.

Market Positioning Operating in a competitive industry with firms like Charles Schwab and Morgan Stanley, SAGE Private Wealth Group can position itself by emphasizing its personalized service, ethical investment focus, and community engagement, appealing to clients seeking boutique financial management with a social impact.

SAGE Private Wealth Group Tech Stack

SAGE Private Wealth Group uses 8 technology products and services including WordPress, jQuery Migrate, Cloudways, and more. Explore SAGE Private Wealth Group's tech stack below.

  • WordPress
    Content Management System
  • jQuery Migrate
    Javascript Libraries
  • Cloudways
    Platform As A Service
  • X-XSS-Protection
    Security
  • Google Search Console
    Web Analytics
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts
  • Nginx
    Web Servers

SAGE Private Wealth Group's Email Address Formats

SAGE Private Wealth Group uses at least 1 format(s):
SAGE Private Wealth Group Email FormatsExamplePercentage
First.Last@sageprivatewealth.comJohn.Doe@sageprivatewealth.com
58%
Last@sageprivatewealth.comDoe@sageprivatewealth.com
30%
FLast@sageprivatewealth.comJDoe@sageprivatewealth.com
8%
F.Last@sageprivatewealth.comJ.Doe@sageprivatewealth.com
4%

Frequently Asked Questions

Where is SAGE Private Wealth Group's headquarters located?

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SAGE Private Wealth Group's main headquarters is located at 18w140 Butterfield Road Suite 1160 Oakbrook Terrace, Illinois 60181 United States. The company has employees across 2 continents, including North AmericaEurope.

What is SAGE Private Wealth Group's phone number?

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You can contact SAGE Private Wealth Group'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 SAGE Private Wealth Group's official website and social media links?

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SAGE Private Wealth Group's official website is sageprivatewealth.com and has social profiles on LinkedIn.

What is SAGE Private Wealth Group's NAICS code?

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SAGE Private Wealth Group's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does SAGE Private Wealth Group have currently?

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As of June 2026, SAGE Private Wealth Group has approximately 18 employees across 2 continents, including North AmericaEurope. Key team members include Cso: N. E. S.Chief Strategy Officer: N. E.Chief Strategy Officer: N. E.. Explore SAGE Private Wealth Group's employee directory with LeadIQ.

What industry does SAGE Private Wealth Group belong to?

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SAGE Private Wealth Group operates in the Investment Management industry.

What technology does SAGE Private Wealth Group use?

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SAGE Private Wealth Group's tech stack includes WordPressjQuery MigrateCloudwaysX-XSS-ProtectionGoogle Search ConsoleGoogle AnalyticsAdobe FontsNginx.

What is SAGE Private Wealth Group's email format?

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SAGE Private Wealth Group's email format typically follows the pattern of First.Last@sageprivatewealth.com. Find more SAGE Private Wealth Group email formats with LeadIQ.

When was SAGE Private Wealth Group founded?

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SAGE Private Wealth Group was founded in 2011.

SAGE Private Wealth Group

Investment ManagementIllinois, United States11-50 Employees

SAGE Private Wealth Group is a team of professionals committed to making an amplified impact in the lives of our team, our clients and our community.

Our mission is:

From within, we inspire, nurture, and challenge one another to hone our gifts and uncover our passions. From there, we provide you, our client, with sage financial guidance fueled by our expertise, discipline, and conviction to do what is right. What matures is an ethical cycle that empowers women and children through education and access to capital.
Our passion is rooted in supporting our team, who then takes care of our clients. Together, we serve our community.

SAGE Private Wealth Group is a SEC Registered Investment Advisor. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding SAGE Private Wealth Group, including its fees, can be found in SAGE’s Form ADV, Part 2. A copy of which is available upon request or online at www.adviserinfo.sec.gov. SAGE Private Wealth Group does not give tax advice. Accounting and tax services are offered through SAGE Tax Advisory, a full service certified public accounting firm. SAGE Private Wealth Group is affiliated with SAGE Tax Advisory, SAGE White Label Services, SAGE Advice Group Enterprise, LLC, and SAGE PWG Foundation.

Section iconCompany Overview

Headquarters
18w140 Butterfield Road Suite 1160 Oakbrook Terrace, Illinois 60181 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    SAGE Private Wealth Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    SAGE Private Wealth Group's revenue is estimated to be in the range of $25M$50M

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