Insights

Niche Market Focus Surevest Wealth Management specializes in serving successful individuals seeking personalized and transparent financial planning, providing a targeted opportunity to offer expanded wealth management solutions and premium services to high-net-worth clients.

Partnership Expansion The recent partnership with CI Financial indicates an openness to strategic alliances, which presents a chance to introduce complementary investment products, technology tools, or fiduciary services to strengthen collaborative offerings.

Technology Adoption Utilizing modern tech tools like WP Rocket and reCAPTCHA demonstrates a commitment to efficient online engagement, presenting opportunities to upsell advanced fintech solutions, client portals, or cybersecurity services to enhance client experience.

Growth Potential With revenue under one million and a small team, Surevest is positioned for growth; engaging in scalable advisory platforms, marketing automation, or onboarding solutions can support their expansion efforts.

Industry Alignment Aligning with similar boutique and mid-sized wealth firms, offering solutions tailored to independent advisors in this segment could facilitate cross-selling of investment management tools, compliance solutions, or training programs.

Surevest Wealth Management Email Formats	Example	Percentage
First@svwealth.com	John@svwealth.com	100%

Surevest Wealth Management Email Formats

Example

Percentage

First@svwealth.com

John@svwealth.com

100%

Frequently Asked Questions

Where is Surevest Wealth Management's headquarters located?

Surevest Wealth Management's main headquarters is located at 2425 East Camelback Road Suite 890 Phoenix, Arizona 85016 United States. The company has employees across 1 continents, including North America.

What is Surevest Wealth Management's phone number?

You can contact Surevest Wealth Management's main corporate office by phone at

+1-480-272-****

. 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 Surevest Wealth Management's official website and social media links?

Surevest Wealth Management's official website is svwealth.com and has social profiles on LinkedIn.

What is Surevest Wealth Management's NAICS code?

Surevest Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Surevest Wealth Management have currently?

As of February 2026, Surevest Wealth Management has approximately 14 employees across 1 continents, including North America. Key team members include Managing Partner: D. B.Director Of Client Services: R. H.Wealth Advisor & Women In Transition Specialist: B. P.. Explore Surevest Wealth Management's employee directory with LeadIQ.

What industry does Surevest Wealth Management belong to?

Surevest Wealth Management operates in the Investment Management industry.

What technology does Surevest Wealth Management use?

Surevest Wealth Management's tech stack includes WP RocketTwemojiSnap.svgreCAPTCHA.

What is Surevest Wealth Management's email format?

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

When was Surevest Wealth Management founded?

Surevest Wealth Management was founded in 2002.

Surevest Wealth Management

Q: How many employees does Surevest Wealth Management have currently?

Surevest Wealth Management has approximately 14 employees.

Q: What technology does Surevest Wealth Management use?

Surevest Wealth Management's tech stack includes Snap.svg, Twemoji, reCAPTCHA, WP Rocket.

Q: What is Surevest Wealth Management's NAICS code?

Surevest Wealth Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementArizona, United States11-50 Employees

Surevest Private Wealth (formerly Surevest Wealth Management) is a boutique wealth management firm for successful individuals who want to delegate their financial planning and portfolio management to a team of trusted advisors. Our goal is to help each client get their financial house in order and keep it in order for the rest of their lives.

We are committed to creating lifelong relationships that are built on integrity and personalized service. With Surevest, you can count on straightforward advice, which is uncommon in an industry which is known for hidden agendas and a lack of transparency. Surevest is led by a small but exclusive team of financial planning and investment management specialists. Our team has earned some of the most recognized and valuable credentials in our industry and we continually work to keep our skills and knowledge at the top of our industry.

svwealth.com/disclosure

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