Insights

Boutique Scale Small firm footprint but notable revenue; opportunity to upsell scalable services that support growth while maintaining high-touch client service standards.

Relationship Focus Emphasis on client service and communication presents a sales angle for advisory tools, CRM integrations, and client experience platforms to further enhance responsiveness.

Tech Stack Fit Current technologies include WordPress, Shopify, Cloudflare, Nginx, and analytics; potential upsell for security, performance optimization, data analytics, and marketing automation.

Growth Readiness Revenue in the low millions with a lean team; likely open to cost-effective, scalable solutions such as outsourced compliance, financial planning software, or back-office automation.

Competitive Positioning Smaller but aspirational within a field dominated by large firms; tailor offerings to differentiators like ethical client service, onboarding support, and customized reporting.

Similar companies to Toomey Investment Management Inc.

Toomey Investment Management Inc. Tech Stack

Toomey Investment Management Inc. uses 8 technology products and services including iCIMS, gstatic.com, Cloudflare, and more. Explore Toomey Investment Management Inc.'s tech stack below.

  • Applicant Tracking Systems
  • gstatic.com
    Content Delivery Network
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • Content Management System
  • E-commerce
  • Web Analytics
  • Nginx
    Web Servers

Toomey Investment Management Inc.'s Email Address Formats

Toomey Investment Management Inc. uses at least 1 email format:
Toomey Investment Management Inc. Email FormatsExamplePercentage
First@toomeyinvest.comJohn@toomeyinvest.com
100%

Frequently Asked Questions

What is Toomey Investment Management Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Toomey Investment Management Inc.'s official website is toomeyinvest.com and has social profiles on LinkedIn.

How much revenue does Toomey Investment Management Inc. generate?

Minus sign iconPlus sign icon
As of August 2026, Toomey Investment Management Inc.'s annual revenue is estimated to be $1M - $10M.

What is Toomey Investment Management Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign icon
Toomey Investment Management Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Toomey Investment Management Inc. have currently?

Minus sign iconPlus sign icon
As of August 2026, Toomey Investment Management Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Office Manager: T. P. and Financial Advisor: D. P. Explore Toomey Investment Management Inc.'s employee directory with LeadIQ.

What industry does Toomey Investment Management Inc. belong to?

Minus sign iconPlus sign icon
Toomey Investment Management Inc. operates in the Financial Services industry.

What technology does Toomey Investment Management Inc. use?

Minus sign iconPlus sign icon
Toomey Investment Management Inc.'s tech stack includes iCIMS, gstatic.com, Cloudflare, RSS, WordPress, Shopify, Piwik PRO Core and Nginx.

What is Toomey Investment Management Inc.'s email format?

Minus sign iconPlus sign icon
Toomey Investment Management Inc.'s email format typically follows the pattern of First@toomeyinvest.com. Find more Toomey Investment Management Inc. email formats with LeadIQ.

When was Toomey Investment Management Inc. founded?

Minus sign iconPlus sign icon
Toomey Investment Management Inc. was founded in 1989.
Toomey Investment Management Inc. logo

Toomey Investment Management Inc.

Financial ServicesConnecticut, United States2-10 Employees

Toomey Investment Management Inc. operates in the financial services sector, offering client-focused management intended to address individual financial needs and concerns. Based in Wallingford, Connecticut, the firm emphasizes responsive communication and ongoing relationship management as core elements of its service approach, aiming to understand clients and their families to help optimize their financial situation. The company appears to serve individual clients or small teams, with a commitment to accountability and accessible contact, within a professional services framework that prioritizes ethical standards in client interactions. Positioned in a competitive financial services landscape, TIMI differentiates itself through a service-oriented model that prioritizes listening and timely communication as keys to problem-solving and financial planning. The organization operates from a small team environment and is located at 420 Center Street, Floor 1, Wallingford, CT, 06492, United States. A recent development note indicates ongoing activity within its business model and client service approach. For context, TIMI lists several large, well-known industry peers to illustrate the broader market landscape. } }**

Section iconCompany Overview

SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Toomey Investment Management Inc.'s revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.