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Insights

Merger Opportunity Strategic Wealth Partners recently merged with Kovitz Investment Group, presenting an opportunity to offer combined wealth management solutions to a wider client base.

Key Personnel Addition The addition of Mark Weil to the team of wealth advisors at Strategic Wealth Partners enhances the firm's expertise, providing an opportunity to leverage his skills for client acquisition.

Tech Integration Potential Utilize Strategic Wealth Partners' tech stack including theTradeDesk, Hotjar, and Fastly to offer innovative digital solutions that attract tech-savvy clients seeking cutting-edge financial services.

Competitive Landscape Analysis Analyze similar companies like Wealthspire Advisors and Creative Planning to identify gaps in services, positioning Strategic Wealth Partners uniquely in the competitive investment management industry.

Client Segmentation Strategy Segment clients based on career stages to tailor wealth management strategies, offering specialized services for professionals building wealth, preparing for retirement, or planning business exits.

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Strategic Wealth Partners Tech Stack

Strategic Wealth Partners uses 8 technology products and services including theTradeDesk, Hotjar, Fastly, and more. Explore Strategic Wealth Partners's tech stack below.

  • theTradeDesk
    Advertising
  • Hotjar
    Analytics
  • Fastly
    Content Delivery Network
  • Cloudflare
    Content Management System
  • AdRoll CMP System
    Cookie Compliance
  • Open Graph
    Miscellaneous
  • X-XSS-Protection
    Security
  • UPS
    Transportation And Fleet Management

Strategic Wealth Partners's Email Address Formats

Strategic Wealth Partners uses at least 1 format(s):
Strategic Wealth Partners Email FormatsExamplePercentage
First@swpconnect.comJohn@swpconnect.com
79%
FLast@swpconnect.comJDoe@swpconnect.com
9%
Last@swpconnect.comDoe@swpconnect.com
6%
L.First@swpconnect.comD.John@swpconnect.com
6%

Frequently Asked Questions

Where is Strategic Wealth Partners's headquarters located?

Minus sign iconPlus sign iconStrategic Wealth Partners's main headquarters is located at 5005 Rockside Road Suite 1200 Independence, OH 44131 US. The company has employees across 1 continents, including North America.

What is Strategic Wealth Partners's phone number?

Minus sign iconPlus sign icon You can contact Strategic Wealth Partners's main corporate office by phone at
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+1-216-447-****
. 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 Strategic Wealth Partners's stock symbol?

Minus sign iconPlus sign iconStrategic Wealth Partners is a publicly traded company; the company's stock symbol is N/A.

What is Strategic Wealth Partners's official website and social media links?

Minus sign iconPlus sign iconStrategic Wealth Partners's official website is swpconnect.com and has social profiles on LinkedIn.

How much revenue does Strategic Wealth Partners generate?

Minus sign iconPlus sign icon As of September 2024, Strategic Wealth Partners's annual revenue reached $3.8M.

What is Strategic Wealth Partners's NAICS code?

Minus sign iconPlus sign iconStrategic Wealth Partners's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Strategic Wealth Partners have currently?

Minus sign iconPlus sign iconAs of September 2024, Strategic Wealth Partners has approximately 29 employees across 1 continents, including North America. Key team members include Vp / Coo / Co-Founder / Sr. Wealth Advisor: A. T. Z.Vice President, Senior Wealth Advisor: D. G.Director Of Financial Planning: R. E.. Explore Strategic Wealth Partners's employee directory with LeadIQ.

What industry does Strategic Wealth Partners belong to?

Minus sign iconPlus sign iconStrategic Wealth Partners operates in the Investment Management industry.

What technology does Strategic Wealth Partners use?

Minus sign iconPlus sign iconStrategic Wealth Partners's tech stack includes theTradeDeskHotjarFastlyCloudflareAdRoll CMP SystemOpen GraphX-XSS-ProtectionUPS.

What is Strategic Wealth Partners's email format?

Minus sign iconPlus sign iconStrategic Wealth Partners's email format typically follows the pattern of . Find more Strategic Wealth Partners email formats with LeadIQ.

When was Strategic Wealth Partners founded?

Minus sign iconPlus sign iconStrategic Wealth Partners was founded in 2003.
Strategic Wealth Partners

Strategic Wealth Partners

Investment ManagementOhio, United States11-50 Employees

Strategic Wealth Partners specializes in wealth management strategies for business professionals and entrepreneurs. We help you make smart financial decisions throughout every stage in life. Our team of financial experts is with you every step of the way—wherever you’re at in your career—from building your wealth and preparing for retirement to exiting your business. We work with you to grow and protect your assets, minimize tax consequences, and maximize gains from liquidity events.

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Section iconCompany Overview

Headquarters
5005 Rockside Road Suite 1200 Independence, OH 44131 US
Phone number
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+1-216-447-****
Website
swpconnect.com
Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Founded
2003
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Strategic Wealth Partners's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Strategic Wealth Partners's revenue is in the range of $10M

Company Leadership

Employee Directory

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