Insights

Niche Wealth Focus Small firm with a personalized approach to wealth management that emphasizes accessible services and long-term relationships, presenting an opportunity to position scalable advisory solutions and outsourced capabilities suited for growing client needs.

Strategic Asset Exposure Active equity and ETF stake activity across well-known brands (Apple, Home Depot, Carnival, Schwab ETF, J.M. Smucker) indicates appetite for diversified, brand-name asset exposure that can be expanded with enhanced portfolio construction and research tools.

Tech Stack Readiness Utilizes modern web and analytics technologies (Google Tag Manager, JSON-LD, HTTP/3, Swiper, Moment.js) suggesting openness to data-driven solutions, reporting dashboards, and digital client experiences that can be offered as a value add.

Regulatory Footprint Registered investment adviser with the State of New Jersey and restricted state-by-state operations imply a potential for compliant, scalable compliance tooling, investigator-friendly CRM and client onboarding processes to support broader geographic expansion.

Growth Signals Recent hire of a Wealth Advisor and revenue range indicates momentum; a targeted outreach for practice management, advisor recruitment solutions, and succession planning services could align with their growth trajectory.

Shore Point Advisors Tech Stack

Shore Point Advisors uses 8 technology products and services including LiteSpeed Cache, Font Awesome, jQuery, and more. Explore Shore Point Advisors's tech stack below.

  • LiteSpeed Cache
    Caching
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Elementor
    Page Builders
  • Google Tag Manager
    Tag Management
  • HTTP/3
    Web & Portal Technology

Media & News

Shore Point Advisors's Email Address Formats

Shore Point Advisors uses at least 1 format(s):
Shore Point Advisors Email FormatsExamplePercentage
FLast@shorepointadvisors.comJDoe@shorepointadvisors.com
100%

Frequently Asked Questions

What is Shore Point Advisors's official website and social media links?

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Shore Point Advisors's official website is shorepointadvisors.com and has social profiles on LinkedIn.

How much revenue does Shore Point Advisors generate?

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As of July 2026, Shore Point Advisors's annual revenue is estimated to be $1M - $10M.

What is Shore Point Advisors's NAICS code?

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Shore Point Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Shore Point Advisors have currently?

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As of July 2026, Shore Point Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Senior Vice President: S. S.Advisor And Portfolio Manager: C. S.. Explore Shore Point Advisors's employee directory with LeadIQ.

What industry does Shore Point Advisors belong to?

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Shore Point Advisors operates in the Financial Services industry.

What technology does Shore Point Advisors use?

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Shore Point Advisors's tech stack includes LiteSpeed CacheFont AwesomejQueryMoment.jsSwiperElementorGoogle Tag ManagerHTTP/3.

What is Shore Point Advisors's email format?

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Shore Point Advisors's email format typically follows the pattern of FLast@shorepointadvisors.com. Find more Shore Point Advisors email formats with LeadIQ.

When was Shore Point Advisors founded?

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Shore Point Advisors was founded in 2016.
Shore Point Advisors logo

Shore Point Advisors

Financial ServicesNew Jersey, United States2-10 Employees

Shore Point Advisors is a financial services firm focused on wealth management that emphasizes a dual approach—preservation and accumulation—within its advisory framework. Based in Brielle, New Jersey, the company operates as an registered investment adviser with the State of New Jersey and indicates its service area is restricted to jurisdictions where it is properly registered or exempt from registration. The practice appears to serve individual clients seeking accessible wealth-management solutions, supporting long-term relationships and straightforward, understandable strategies oriented toward growing wealth beyond merely preserving capital. Recent developments include the addition of a wealth advisor, suggesting ongoing growth in its advisory team. The firm’s investments over time have included stakes in large, publicly traded companies, illustrating an active asset-management component within its approach. Shore Point Advisors positions itself within the broader financial services industry by offering personalized investment-advisory services through a small-staff operation.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Shore Point Advisors's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Shore Point Advisors's revenue is estimated to be in the range of $1M - $10M

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