Insights

Growth potential Mid-sized financial services firm with revenue between 10M and 25M and a diversified group structure suggests opportunities for enterprise software, data analytics, and scalable wealth management solutions aimed at cost efficiency and enhanced client experience.

Tech stack leverage Current adoption of cloud and analytics tools (AWS, Google Cloud, WordPress, Shopify, Hotjar, Microsoft 365) indicates readiness for modern digital platforms, CRM integration, and secure data workflows; cross-sell fintech, security, and marketing automation solutions.

Digital presence Usage of content and e-commerce oriented platforms hints at focus on client education, lead generation, and omnichannel engagement; potential for marketing tech upgrades, SEO, and client portal enhancements.

Strategic growth potential Five-company group structure implies opportunities for scalable solutions across entities, including unified analytics, governance, risk/compliance tooling, and centralized client onboarding to improve efficiency and consistency.

Competitive landscape Compared to large PE firms, Sterling Group United operates with a smaller team, presenting a fit for cost-effective, high-impact solutions in wealth planning tools, performance dashboards, and client servicing automation.

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Sterling Group United Tech Stack

Sterling Group United uses 8 technology products and services including Hotjar, Amazon Web Services, WordPress, and more. Explore Sterling Group United's tech stack below.

Hotjar
Analytics
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Shopify
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
JSON-LD
Javascript Frameworks
Apache
Web Servers

Sterling Group United's Email Address Formats

Sterling Group United uses at least 4 email formats:

Sterling Group United Email Formats	Example	Percentage
First@sterlinginvest.org	John@sterlinginvest.org	43%
FLast@sterlinginvest.org	JDoe@sterlinginvest.org	21%
First.Last@sterlinginvest.org	John.Doe@sterlinginvest.org	22%
Last@sterlinginvest.org	Doe@sterlinginvest.org	14%

Frequently Asked Questions

What is Sterling Group United's phone number?

You can contact Sterling Group United's main corporate office by phone at

+1-480-729-****

. 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 Sterling Group United's official website and social media links?

Sterling Group United's official website is sterlinggroupunited.com and has social profiles on LinkedIn.

How much revenue does Sterling Group United generate?

As of September 2026, Sterling Group United's annual revenue is estimated to be $10M - $25M.

What is Sterling Group United's NAICS code?

Sterling Group United's NAICS code is 52 - Finance and Insurance.

How many employees does Sterling Group United have currently?

As of September 2026, Sterling Group United has approximately 21 employees across 1 continents, including North America. Key team members include President: V. V., Managing Partner: L. V. and Managing Partner: L. V. Explore Sterling Group United's employee directory with LeadIQ.

What industry does Sterling Group United belong to?

Sterling Group United operates in the Financial Services industry.

What technology does Sterling Group United use?

Sterling Group United's tech stack includes Hotjar, Amazon Web Services, WordPress, Shopify, Microsoft 365, Google Cloud, JSON-LD and Apache.

What is Sterling Group United's email format?

Sterling Group United's email format typically follows the pattern of First@sterlinginvest.org. Find more Sterling Group United email formats with LeadIQ.

Sterling Group United

Q: How many employees does Sterling Group United have currently?

Sterling Group United has approximately 21 employees.

Q: What technology does Sterling Group United use?

Sterling Group United's tech stack includes Yoast SEO, Ubuntu, Lockerz Share, OWL Carousel, SiteGround.

Q: What is Sterling Group United's NAICS code?

Sterling Group United's NAICS code is 52 (Finance and Insurance).

Financial ServicesArizona, United States11-50 Employees

Sterling Group United is a financial services firm based in Mesa, Arizona. The organization comprises five distinct companies that collaborate to deliver an integrated investment approach. By combining careful planning, precise execution, and sophisticated wealth-management strategies, the group aims to produce outcomes reflecting its collective capabilities. Its clients include individuals and organizations seeking comprehensive planning and wealth-management guidance. As a coordinated platform within the financial services sector, Sterling Group United aligns planning with execution across its portfolio while operating as a small to mid-sized organization.