Insights

Growth Potential Small firm with under $1M in revenue indicates a high need for scalable training, mentorship programs, and affordable publishing services to accelerate client acquisition and portfolio performance messaging.

Niche Focus Specializes in training and mentoring the next generation of investment professionals, presenting an opportunity to offer targeted curricula, certification prep, and career progression content that resonates with aspiring analysts and advisors.

Tech Enablement Existing tech stack includes customer engagement and form tools; there is room to upsell automation, analytics dashboards, and digital marketing services to improve lead generation and onboarding efficiency.

Strategic Partnerships Recent launch of a direct index strategy via partners suggests openness to collaboration; potential for co-branded research, joint webinars, and sponsored content that expands reach and credibility.

Talent Growth Hiring activity noted in 2019 for an Associate Financial Advisor signals ongoing team expansion; opportunity to offer tailored onboarding curricula, sales training, and process documentation to support growth.

Similar companies to Sungarden Investment Publishing

Sungarden Investment Publishing Tech Stack

Sungarden Investment Publishing uses 8 technology products and services including Facebook Pixel, Webpack, Google Workspace, and more. Explore Sungarden Investment Publishing's tech stack below.

  • Facebook Pixel
    Analytics
  • Webpack
    Development
  • Font Awesome
    Font Scripts
  • Lodash
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • Gravity Forms
    Web Platform Extensions
  • Facebook
    Widgets

Sungarden Investment Publishing's Email Address Formats

Sungarden Investment Publishing uses at least 3 email formats:
Sungarden Investment Publishing Email FormatsExamplePercentage
First@sungardeninvestment.comJohn@sungardeninvestment.com
71%
FLast@sungardeninvestment.comJDoe@sungardeninvestment.com
15%
First.Last@sungardeninvestment.comJohn.Doe@sungardeninvestment.com
14%

Frequently Asked Questions

What is Sungarden Investment Publishing's phone number?

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You can contact Sungarden Investment Publishing's main corporate office by phone at . 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 Sungarden Investment Publishing's official website and social media links?

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Sungarden Investment Publishing's official website is sungardeninvestment.com and has social profiles on LinkedIn.

How much revenue does Sungarden Investment Publishing generate?

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As of August 2026, Sungarden Investment Publishing's annual revenue is estimated to be <$1M.

What is Sungarden Investment Publishing's NAICS code?

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Sungarden Investment Publishing's NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does Sungarden Investment Publishing have currently?

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As of August 2026, Sungarden Investment Publishing has approximately 5 employees across 1 continents, including North America. Key team members include Executive Management: P. B. Explore Sungarden Investment Publishing's employee directory with LeadIQ.

What industry does Sungarden Investment Publishing belong to?

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Sungarden Investment Publishing operates in the Professional Training and Coaching industry.

What technology does Sungarden Investment Publishing use?

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Sungarden Investment Publishing's tech stack includes Facebook Pixel, Webpack, Google Workspace, Font Awesome, Lodash, Moment.js, Gravity Forms and Facebook.

What is Sungarden Investment Publishing's email format?

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Sungarden Investment Publishing's email format typically follows the pattern of First@sungardeninvestment.com. Find more Sungarden Investment Publishing email formats with LeadIQ.

When was Sungarden Investment Publishing founded?

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Sungarden Investment Publishing was founded in 2021.
Sungarden Investment Publishing logo

Sungarden Investment Publishing

Professional Training and CoachingFlorida, United States2-10 Employees

Sungarden Investment Publishing is a small professional training and coaching firm based in Weston, Florida. It publishes and curates content and programs designed to identify, train and mentor the next generation of investment professionals.

In 2020, the company announced the launch of the S-Network YARP Large Cap Value 50 direct index strategy on the SMArtX Turnkey Asset Management Platform. The firm has also expanded its team, with the appointment of an Associate Financial Advisor in 2019. Operating in the investment education and publishing space, it serves aspiring investment professionals from its Weston base.

Section iconCompany Overview

Phone number
NAICS Code
6114 - Business Schools and Computer and Management Training
Founded
2021
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Sungarden Investment Publishing's revenue is estimated to be in the range of <$1M

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