Insights

Wealth Management Scale Established 89-year-old full service financial planning firm with multiple offices in New York and New England, indicating a mature advisor network and potential for cross-regional product needs.

Guardian Relationship Agency of Guardian Life Insurance with PAS distribution, suggesting opportunities for life, disability, and employee benefits solutions within Guardian ecosystem and related advisory services.

Revenue Footprint Revenue range of 250M to 500M signals a sizable client base and potential demand for enterprise-grade technology, data analytics, and scale-focused service improvements.

Tech Stack Existing digital tools (AWS, WordPress, Datadog, Hotjar, analytics tags) indicate openness to marketing automation, website optimization, security, and cloud-based advisory technology enhancements.

Talent & Growth Employees 201-500 and ongoing expansion across Northeast markets point to needs in staff training, CRM enablement, compliance solutions, and scalable operations support.

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Strategies for Wealth Tech Stack

Strategies for Wealth uses 8 technology products and services including Hotjar, Linkedin Insight Tag, Amazon Web Services, and more. Explore Strategies for Wealth's tech stack below.

Hotjar
Analytics
Linkedin Insight Tag
Analytics
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Mailgun
Email
JSON-LD
Javascript Frameworks
Datadog
Real User Monitoring
AddThis
Widgets

Strategies for Wealth's Email Address Formats

Strategies for Wealth uses at least 4 email formats:

Strategies for Wealth Email Formats	Example	Percentage
First_Last@strategiesforwealth.com	John_Doe@strategiesforwealth.com	62%
FLast@strategiesforwealth.com	JDoe@strategiesforwealth.com	24%
First.Last@strategiesforwealth.com	John.Doe@strategiesforwealth.com	12%
FirstLast@strategiesforwealth.com	JohnDoe@strategiesforwealth.com	2%

Frequently Asked Questions

What is Strategies for Wealth's phone number?

You can contact Strategies for Wealth's main corporate office by phone at

+1-212-701-****

. 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 Strategies for Wealth's official website and social media links?

Strategies for Wealth's official website is strategiesforwealth.com and has social profiles on LinkedIn.

How much revenue does Strategies for Wealth generate?

As of August 2026, Strategies for Wealth's annual revenue is estimated to be $250M - $500M.

What is Strategies for Wealth's NAICS code?

Strategies for Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Strategies for Wealth have currently?

As of August 2026, Strategies for Wealth has approximately 330 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: M. M., President: J. C. and President: K. W. Explore Strategies for Wealth's employee directory with LeadIQ.

What industry does Strategies for Wealth belong to?

Strategies for Wealth operates in the Financial Services industry.

What technology does Strategies for Wealth use?

Strategies for Wealth's tech stack includes Hotjar, Linkedin Insight Tag, Amazon Web Services, WordPress, Mailgun, JSON-LD, Datadog and AddThis.

What is Strategies for Wealth's email format?

Strategies for Wealth's email format typically follows the pattern of First_Last@strategiesforwealth.com. Find more Strategies for Wealth email formats with LeadIQ.

When was Strategies for Wealth founded?

Strategies for Wealth was founded in 1934.

Strategies for Wealth

Q: How many employees does Strategies for Wealth have currently?

Strategies for Wealth has approximately 330 employees.

Q: What technology does Strategies for Wealth use?

Strategies for Wealth's tech stack includes Section.io, Amazon Web Services, Amazon S3, FancyBox, Google Search Console.

Q: What is Strategies for Wealth's NAICS code?

Strategies for Wealth's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States201-500 Employees

Strategies for Wealth is a financial services firm offering comprehensive, full-service financial planning. Its advisory approach is designed to help clients build wealth while shielding assets from taxes, inflation, and other costs that can erode value. The organization operates as an agency affiliated with The Guardian Life Insurance Company of America, with securities and advisory services provided through Park Avenue Securities LLC, a Guardian subsidiary. Headquartered in New York City, the firm maintains offices in Manhattan and Rye Brook and serves clients across the New England region. Founded about 89 years ago, it operates within a framework that notes Guardian and PAS do not provide tax, legal, or accounting advice, and that clients should consult independent professionals for those services.