Insights

Longstanding Wealth Shaw & Associates has over 50 years in the financial services space, suggesting stability and established client relationships that can be leveraged for upsell of advanced planning, estate strategies, and ongoing wealth management services.

Diversified Services The firm offers a broad suite including wealth management, tax planning, retirement strategies, estate conservation, insurance and annuities, accounting, and payroll services, presenting cross-sell opportunities to existing clients and potential bundled advisory packages.

SMB Focus With a small to mid-size employee base (11-50) and a family/business oriented mission, there is an opportunity to tailor financial solutions for individuals and small businesses, including succession planning, retirement readiness, and employee benefits consulting.

Technology Stack Adopting tools like Moat, Amazon S3, JSON-LD, and Datadog indicates a modern tech approach; this can be leveraged to offer data-driven advisory services, digital onboarding, and scalable reporting for clients seeking transparency and efficiency.

Revenue Potential Reported revenue between 25M and 50M signals growing AUM and demand for strategic financial products; sales conversations can emphasize expanded tax optimization, estate planning enhancements, and retirement distribution design to capture incremental wallet share.

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Shaw & Associates Tech Stack

Shaw & Associates uses 8 technology products and services including UserWay, Amazon Web Services, Google Hosted Libraries, and more. Explore Shaw & Associates's tech stack below.

Shaw & Associates's Email Address Formats

Shaw & Associates uses at least 4 email formats:
Shaw & Associates Email FormatsExamplePercentage
FLast@shawassociatesinc.comJDoe@shawassociatesinc.com
77%
First.Last@shawassociatesinc.comJohn.Doe@shawassociatesinc.com
15%
First@shawassociatesinc.comJohn@shawassociatesinc.com
5%
FirstLast@shawassociatesinc.comJohnDoe@shawassociatesinc.com
3%

Frequently Asked Questions

What is Shaw & Associates's phone number?

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You can contact Shaw & Associates'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 Shaw & Associates's official website and social media links?

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Shaw & Associates's official website is shawassociatesinc.com and has social profiles on LinkedIn.

How much revenue does Shaw & Associates generate?

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As of September 2026, Shaw & Associates's annual revenue is estimated to be $25M - $50M.

What is Shaw & Associates's SIC code and NAICS code?

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Shaw & Associates's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Shaw & Associates have currently?

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As of September 2026, Shaw & Associates has approximately 31 employees across 3 continents, including North America, Africa and Europe. Key team members include Chief Executive Officer: J. B., Vice President: S. G. and Director: M. S. Explore Shaw & Associates's employee directory with LeadIQ.

What industry does Shaw & Associates belong to?

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Shaw & Associates operates in the Financial Services industry.

What technology does Shaw & Associates use?

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Shaw & Associates's tech stack includes UserWay, Amazon Web Services, Google Hosted Libraries, Microsoft 365, AOS, Datadog, Google Tag Manager and Livewire.

What is Shaw & Associates's email format?

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Shaw & Associates's email format typically follows the pattern of FLast@shawassociatesinc.com. Find more Shaw & Associates email formats with LeadIQ.

When was Shaw & Associates founded?

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Shaw & Associates was founded in 1954.
Shaw & Associates logo

Shaw & Associates

Financial ServicesCalifornia, United States11-50 Employees

Shaw & Associates is a financial services firm based in Yuba City, California, with a history spanning more than five decades. The company offers a broad range of financial planning and advisory services, including wealth management, strategic tax planning, retirement planning, estate conservation, as well as insurance, annuity products, accounting, and payroll services, aiming to help individuals, families, and businesses pursue a secure financial future. Its client-focused approach emphasizes clear explanations of financial and tax concepts and a step-by-step process to tailor strategies that align with each client’s goals, risk tolerance, and time horizon. The firm describes a teamwork-oriented model intended to provide broader perspectives and enhanced benefits, drawing on professionals who hold various licenses and designations across investment and insurance disciplines. Shaw & Associates positions itself within the financial services industry as a local partner capable of addressing investing, retirement, estate planning, and risk management needs for its regional clientele. The company notes its long-standing presence in the area and highlights a commitment to developing lasting relationships through personalized programs and ongoing collaboration with clients. } }# Answer ends.} } )? Wait ensure valid JSON. The above has extra braces. Let's craft clean JSON.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
1954
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Shaw & Associates's revenue is estimated to be in the range of $25M - $50M

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