Insights

Acquisition Opportunity TW Advisors was acquired by Journey Advisory Group in January 2023, indicating potential cross-sell opportunities for integrated wealth and advisory services within the acquiring firm’s client base and regional network.

Asset Focus Specializes in high quality growing and dividend paying equities with a tax efficient portfolio option for taxable assets, suggesting opportunities to upsell to clients seeking income strategies and tax efficiency across similar asset classes.

Tech Enablement Leverages cloud and CDN technologies (AWS, S3, Cloudflare) which supports scalable digital engagement and secure portfolio management—target IT and operations leaders for modernization and data security services.

Growth Profile Revenue in the multi‑million range and a stable track record of performance over 15 years point to a scalable advisory model; sell capabilities around expansion, diversified product offerings, and enhanced client reporting.

Market Position Mid‑sized investment management firm with 11–50 employees operating in a competitive landscape; align with firms seeking strategic partnerships or joint ventures to broaden regional reach and service footprint.

TW Advisors Tech Stack

TW Advisors uses 8 technology products and services including Amazon Web Services, jsDelivr, Amazon S3, and more. Explore TW Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • jsDelivr
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • jQuery
    Javascript Libraries
  • HSTS
    Security

TW Advisors's Email Address Formats

TW Advisors uses at least 1 format(s):
TW Advisors Email FormatsExamplePercentage
FLast@twadvisors.comJDoe@twadvisors.com
75%
L.First@twadvisors.comD.John@twadvisors.com
25%

Frequently Asked Questions

What is TW Advisors's phone number?

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You can contact TW Advisors'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 TW Advisors's official website and social media links?

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TW Advisors's official website is twadvisors.com and has social profiles on LinkedIn.

How much revenue does TW Advisors generate?

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As of July 2026, TW Advisors's annual revenue is estimated to be $10M - $25M.

What is TW Advisors's NAICS code?

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TW Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does TW Advisors have currently?

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As of July 2026, TW Advisors has approximately 12 employees across 1 continents, including North America. Key team members include Vice President - Director Of Operations: T. T.Manager: V. R.Principal: J. T.. Explore TW Advisors's employee directory with LeadIQ.

What industry does TW Advisors belong to?

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TW Advisors operates in the Investment Management industry.

What technology does TW Advisors use?

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TW Advisors's tech stack includes Amazon Web ServicesjsDelivrAmazon S3Cloudflare CDNCloudflareOpen GraphjQueryHSTS.

What is TW Advisors's email format?

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TW Advisors's email format typically follows the pattern of FLast@twadvisors.com. Find more TW Advisors email formats with LeadIQ.

When was TW Advisors founded?

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TW Advisors was founded in 2001.
TW Advisors logo

TW Advisors

Investment ManagementOhio, United States11-50 Employees

TW Advisors is an investment management firm focused on individual portfolio management with an emphasis on high-quality growing companies and dividend-paying stocks. The firm also offers tax-efficient portfolios designed for investors with taxable assets, aiming to align investment strategies with clients’ tax considerations while maintaining a long-term growth or income orientation. Based in Dayton, Ohio, the company serves a client base typical of boutique advisory practices and positions itself within the investment management industry as a specialist in tailored, tax-aware portfolios.

In recent developments, TW Advisors became part of Journey Advisory Group in early January 2023, reflecting a regional expansion of operations in the Greater Cincinnati area. With more than a decade of performance history, the firm highlights its track record as part of its service offering, while maintaining its focus on managing individual portfolios for clients seeking growth and income via dividend-paying investments.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2001
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    TW Advisors's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    TW Advisors's revenue is estimated to be in the range of $10M - $25M

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