What is The Wealth Technology Group's NAICS code?

The Wealth Technology Group's NAICS code is 52 (Finance and Insurance).

Insights

Retirement Focus Target wealth and retirement planning services for a small, security-focused client base, highlighting tax deflection strategies and prudent money management as core differentiators.

Tech-Driven Leverage the firm’s technology stack (AWS, S3, New Relic, Cloudflare, D3.js) to offer modern digital planning, secure data handling, and scalable client portals as a selling point to tech-savvy prospects.

Regulatory Alignment Emphasize access to securities and investment advisory services via Osaic Wealth with FINRA/SIPC compliance to reassure prospects about regulatory rigor and trustworthy advice.

Small Team, Big Niche Position the firm as a boutique, personalized planning option with agile service, suitable for high-net-worth individuals or professionals seeking tailored retirement strategies.

Growth Momentum With revenue in the mid first-to-mid tens of millions exposure and a modern tech stack, pursue partnerships or white-label opportunities with mid-market financial services firms seeking retirement planning expertise.

The Wealth Technology Group Tech Stack

The Wealth Technology Group uses 8 technology products and services including Amazon Web Services, cdnjs, Amazon S3, and more. Explore The Wealth Technology Group's tech stack below.

Amazon Web Services

Cloud Hosting

cdnjs

Content Delivery Network

Amazon S3

Content Delivery Network

Font Awesome

Font Scripts

CloudFlareJS

Javascript Libraries

New Relic

Real User Monitoring

AddThis

Widgets

Facebook

Widgets

The Wealth Technology Group Email Formats	Example	Percentage
First@wealthtechnology.com	John@wealthtechnology.com	100%

The Wealth Technology Group Email Formats

Example

Percentage

First@wealthtechnology.com

John@wealthtechnology.com

100%

Frequently Asked Questions

What is The Wealth Technology Group's phone number?

You can contact The Wealth Technology Group's main corporate office by phone at

+1-860-563-****

. 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 The Wealth Technology Group's official website and social media links?

The Wealth Technology Group's official website is wealthtechnology.com and has social profiles on LinkedIn.

How much revenue does The Wealth Technology Group generate?

As of August 2026, The Wealth Technology Group's annual revenue is estimated to be $1M - $10M.

What is The Wealth Technology Group's SIC code NAICS code?

The Wealth Technology Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does The Wealth Technology Group have currently?

As of August 2026, The Wealth Technology Group has approximately 5 employees across 1 continents, including North America. Key team members include Owner/Director/Iar At The Wealth Technology Group: G. F. T.Manager: J. T.. Explore The Wealth Technology Group's employee directory with LeadIQ.

What industry does The Wealth Technology Group belong to?

The Wealth Technology Group operates in the Financial Services industry.

What technology does The Wealth Technology Group use?

The Wealth Technology Group's tech stack includes Amazon Web ServicescdnjsAmazon S3Font AwesomeCloudFlareJSNew RelicAddThisFacebook.

What is The Wealth Technology Group's email format?

The Wealth Technology Group's email format typically follows the pattern of First@wealthtechnology.com. Find more The Wealth Technology Group email formats with LeadIQ.

When was The Wealth Technology Group founded?

The Wealth Technology Group was founded in 1990.

The Wealth Technology Group

Q: How many employees does The Wealth Technology Group have currently?

The Wealth Technology Group has approximately 5 employees.

Q: What technology does The Wealth Technology Group use?

The Wealth Technology Group's tech stack includes Font Awesome, Cloudflare CDN, cdnjs, AddThis, Bootstrap.

Financial ServicesMassachusetts, United States2-10 Employees

The Wealth Technology Group is a financial services practice focused on helping clients prepare for and maintain a secure retirement. They combine tax deflection strategies with traditional financial planning and prudent money management to help clients set and meet long-term financial goals, emphasizing the idea that preserving earnings is central to retirement readiness. Based in Holyoke, Massachusetts, the firm serves individuals seeking guidance on retirement planning and wealth preservation within a regulated advisory framework. The company operates within the securities and investment advisory space, with services offered through an affiliated entity that is registered with the SEC and related regulatory bodies. The leadership includes Gary F. Thomas, a advisor with multiple professional credentials, reflecting a formal approach to financial planning and client stewardship.

Insights

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