What is The Wealth Technology Group's NAICS code?

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

Insights

Targeted Niche The Wealth Technology Group operates within the specialized financial services sector, focusing on retirement planning and wealth management for clients, which presents opportunities for tailored financial technology solutions and advisory services.

Digital Infrastructure With a modern tech stack including AWS, Cloudflare, and D3.js, the company demonstrates an openness to advanced digital tools, offering potential for tech enhancements, cybersecurity services, and data analytics integrations.

Growth Potential Generating revenue between 1M and 10M with a small team of 2-10 employees, the company is in a growth phase, making it suitable for scalable solutions, investment in client acquisition platforms, and operational expansion support.

Regulatory Trust As an SEC-registered investment advisor and member of FINRA and SIPC, the company values regulatory compliance and security, opening opportunities for compliance software, secure communication tools, and industry-specific cybersecurity solutions.

Competitive Edge Positioned alongside large players like Morningstar and Addepar, The Wealth Technology Group's emphasis on integrated wealth management and tax strategies suggests potential for high-value partnerships or offering complementary financial planning technology and consulting services.

The Wealth Technology Group Tech Stack

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

Amazon Web Services

Cloud Hosting

Amazon S3

Content Delivery Network

Cloudflare CDN

Content Delivery Network

Font Awesome

Font Scripts

D3.js

Javascript Graphics

Modernizr

Javascript Libraries

New Relic

Real User Monitoring

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

Where is The Wealth Technology Group's headquarters located?

The Wealth Technology Group's main headquarters is located at 98 Lower Westfield Road Suite 109 Holyoke, Massachusetts United States. The company has employees across 1 continents, including North America.

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.

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 April 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 ServicesAmazon S3Cloudflare CDNFont AwesomeD3.jsModernizrNew RelicFacebook.

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 Google Hosted Libraries, Amazon S3, HSTS, Cloudflare, Open Graph.

Financial ServicesMassachusetts, United States2-10 Employees

The Wealth Technology Group specializes in helping people prepare for and maintain a secure retirement. We use a combination of tax deflection strategies, traditional financial planning and prudent money management in assisting clients to set and meet their financial goals. At The Wealth Technology Group,  we be believe that It's not what you make, It's what you keep!
Legal Stuff!
Securities and Investment Advisory Services offered through Osaic Wealth , Inc. Member FINRA, SIPC, and an SEC Registered Investment Advisor, 98 Lower Westfield Road, Suite 109, Holyoke, Massachusetts 01040. 

Gary F. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP®

Insights

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