Insights

Industry Recognition SHOOK Research's well-established reputation within the wealth advisory sector, evidenced by multiple rankings and partnerships with Forbes and Working Mother, positions it as a trusted authority, potentially opening doors for collaboration with firms seeking credibility and industry validation.

Technology Utilization The company's use of advanced tools such as Salesforce, Pardot, and Adobe Flash suggests a focus on innovative marketing and client engagement strategies, presenting opportunities to offer complementary solutions or services to enhance their technological infrastructure.

Market Engagement Regular releases of rankings and lists that highlight top advisors demonstrate SHOOK's active engagement with the financial community, indicating potential for partnerships or sponsorship opportunities targeting high-performing advisors and firms aligned with their standards.

Growth Potential With an annual revenue estimated between 25 and 50 million dollars and a specialized focus on elite wealth advisors, the company shows strong growth prospects in niche industry segments, offering prospects for scalable solutions in data analytics or reputation management services.

Target Audience SHOOK's emphasis on industry leaders and top advisors across the U.S. provides a targeted audience of high-net-worth client service providers, making it an ideal partner for products or services aimed at leading financial professionals seeking to reinforce their market position.

SHOOK Research Tech Stack

SHOOK Research uses 8 technology products and services including UserWay, Salesforce, Pardot, and more. Explore SHOOK Research's tech stack below.

  • UserWay
    Accessibility
  • Salesforce
    Customer Relationship Management
  • Pardot
    Marketing
  • Wow
    Marketing Analytics
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Adobe Flash
    Programming Languages
  • Animate.css
    UI Frameworks
  • Brightcove
    Video Players

Media & News

SHOOK Research's Email Address Formats

SHOOK Research uses at least 1 format(s):
SHOOK Research Email FormatsExamplePercentage
First@shookresearch.comJohn@shookresearch.com
50%
First@shookresearch.comJohn@shookresearch.com
50%

Frequently Asked Questions

Where is SHOOK Research's headquarters located?

Minus sign iconPlus sign icon
SHOOK Research's main headquarters is located at Delray Beach, Florida 33445 United States. The company has employees across 3 continents, including North AmericaAsiaAfrica.

What is SHOOK Research's phone number?

Minus sign iconPlus sign icon
You can contact SHOOK Research'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 SHOOK Research's official website and social media links?

Minus sign iconPlus sign icon
SHOOK Research's official website is shookresearch.com and has social profiles on LinkedInCrunchbase.

What is SHOOK Research's NAICS code?

Minus sign iconPlus sign icon
SHOOK Research's NAICS code is 52 - Finance and Insurance.

How many employees does SHOOK Research have currently?

Minus sign iconPlus sign icon
As of March 2026, SHOOK Research has approximately 42 employees across 3 continents, including North AmericaAsiaAfrica. Key team members include Ceo & Co-Founder, Shook® Research|forbes Top Wealth Advisors/Forbes Senior Contributor: R. S.Coo: L. S.Chief Marketing Officer: B. E.. Explore SHOOK Research's employee directory with LeadIQ.

What industry does SHOOK Research belong to?

Minus sign iconPlus sign icon
SHOOK Research operates in the Financial Services industry.

What technology does SHOOK Research use?

Minus sign iconPlus sign icon
SHOOK Research's tech stack includes UserWaySalesforcePardotWowSalesforce Marketing Cloud Account EngagementAdobe FlashAnimate.cssBrightcove.

What is SHOOK Research's email format?

Minus sign iconPlus sign icon
SHOOK Research's email format typically follows the pattern of First@shookresearch.com. Find more SHOOK Research email formats with LeadIQ.

SHOOK Research

Financial ServicesFlorida, United States11-50 Employees

Fully endorsed by the industry, SHOOK® Research is an organization of the industry’s outstanding Wealth Advisors and industry leaders, extending across all firms.

Our board includes industry leaders that drive the direction of the SHOOK program, and help to establish selection criteria and promote SHOOK’s philosophies.

Our Mission within the industry is to promote best practices, highest code of ethics, integrity and professionalism.

Our Mission outside the industry is to promote the value of advice, raise investor confidence, and help investors find a trusted advisor.

Section iconCompany Overview

Headquarters
Delray Beach, Florida 33445 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    SHOOK Research's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    SHOOK Research's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.