Insights

Strong Financial Position Silverleaf Wealth Management recently secured $30 million in senior debt financing from Turning Rock Partners, indicating a solid financial foundation and potential for growth investments or technology upgrades.

Boutique Size Advantage With a team of 11-50 employees focusing on personalized financial advice, Silverleaf offers tailored client services that can benefit from advanced CRM or client engagement platforms to further enhance customer experience.

Market Recognition Justin Gibson's ranking as No. 8 in Nebraska on Forbes' 2024 Best-In-State Wealth Advisors list presents an opportunity to collaborate on branding, marketing tools, or professional development solutions to support top advisors.

Technology Stack The company's use of cloud services, analytics, and web frameworks suggests openness to innovative fintech solutions, including data security enhancements, client portal upgrades, or AI-driven financial planning tools.

Growth and Expansion Recent leadership hires and strategic financing indicate ongoing growth prospects, making this an opportune time to introduce scalable technology systems, compliance solutions, or operational efficiency tools.

Silverleaf Wealth Management Tech Stack

Silverleaf Wealth Management uses 8 technology products and services including Amazon Web Services, Google Hosted Libraries, Drupal, and more. Explore Silverleaf Wealth Management's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Google Hosted Libraries
    Content Delivery Network
  • Drupal
    Content Management System
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Silverleaf Wealth Management's Email Address Formats

Silverleaf Wealth Management uses at least 1 format(s):
Silverleaf Wealth Management Email FormatsExamplePercentage
First@silverleafwealth.comJohn@silverleafwealth.com
48%
FirstLast@silverleafwealth.comJohnDoe@silverleafwealth.com
2%
First@silverleafwealth.comJohn@silverleafwealth.com
48%
FirstLast@silverleafwealth.comJohnDoe@silverleafwealth.com
2%

Frequently Asked Questions

Where is Silverleaf Wealth Management's headquarters located?

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Silverleaf Wealth Management's main headquarters is located at 12801 Pierce Street Suite 100 Omaha, Nebraska 68144 United States. The company has employees across 1 continents, including North America.

What is Silverleaf Wealth Management's official website and social media links?

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Silverleaf Wealth Management's official website is silverleafwealth.com and has social profiles on LinkedInCrunchbase.

What is Silverleaf Wealth Management's NAICS code?

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Silverleaf Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Silverleaf Wealth Management have currently?

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As of April 2026, Silverleaf Wealth Management has approximately 24 employees across 1 continents, including North America. Key team members include President: J. G.Partner & Wealth Advisor: A. S.Director Of Business Development & Executive To The President: L. C.. Explore Silverleaf Wealth Management's employee directory with LeadIQ.

What industry does Silverleaf Wealth Management belong to?

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Silverleaf Wealth Management operates in the Financial Services industry.

What technology does Silverleaf Wealth Management use?

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Silverleaf Wealth Management's tech stack includes Amazon Web ServicesGoogle Hosted LibrariesDrupalGoogle Fonts APIModernizrreCAPTCHABootstrapGoogle Analytics.

What is Silverleaf Wealth Management's email format?

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Silverleaf Wealth Management's email format typically follows the pattern of First@silverleafwealth.com. Find more Silverleaf Wealth Management email formats with LeadIQ.

When was Silverleaf Wealth Management founded?

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Silverleaf Wealth Management was founded in 2015.

Silverleaf Wealth Management

Financial ServicesNebraska, United States11-50 Employees

At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Gladstone Institutional Advisory, a registered investment advisor.  Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial. 

For a list of states in which we are registered to do business, please visit www.silverleafwealth.com.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Section iconCompany Overview

Headquarters
12801 Pierce Street Suite 100 Omaha, Nebraska 68144 United States
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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