Insights

Asset growth Firm engages in multiple investment areas and has recently invested $9.78M in Invesco Real Estate and a commodity strategy ETF, indicating potential interest in diversified portfolios and alternative investments to offer clients.

Small firm scope With a lean team of 2-10 employees, the company may benefit from scalable, white-label, or outsourced advisory technology, CRM enhancements, and cost-effective marketing support to expand client reach.

Revenue patience Reported revenue range of $25M-$50M suggests established revenue streams but potential seeking growth capital, improved client acquisition, or enhanced financial planning services to increase share of wallet.

Tech modernization Current tech stack includes WordPress, Shopify, and Microsoft 365; opportunities exist to upsell client experience platforms, secure portals, and data analytics to strengthen digital advisory capabilities.

Market positioning Focus on comprehensive financial planning and education positions them as a trusted advisor; potential to partner on integrated planning solutions, tax optimization products, and retirement income tools.

Wealth Management Resources, Inc. Tech Stack

Wealth Management Resources, Inc. uses 8 technology products and services including gstatic.com, WordPress, Shopify, and more. Explore Wealth Management Resources, Inc.'s tech stack below.

gstatic.com

Content Delivery Network

WordPress

Content Management System

Shopify

E-commerce

Microsoft 365

jQuery Migrate

Javascript Libraries

Constant Contact

Marketing Automation

Really Simple Discovery

Miscellaneous

ZURB Foundation

UI Frameworks

Wealth Management Resources, Inc. Email Formats	Example	Percentage
FLast@wealthmanagers.com	JDoe@wealthmanagers.com	89%
First@wealthmanagers.com	John@wealthmanagers.com	11%

Wealth Management Resources, Inc. Email Formats

Example

Percentage

FLast@wealthmanagers.com

JDoe@wealthmanagers.com

89%

First@wealthmanagers.com

John@wealthmanagers.com

11%

Frequently Asked Questions

What is Wealth Management Resources, Inc.'s phone number?

You can contact Wealth Management Resources, Inc.'s main corporate office by phone at

+1-401-356-****

. 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 Wealth Management Resources, Inc.'s official website and social media links?

Wealth Management Resources, Inc.'s official website is wealthmanagers.com and has social profiles on LinkedIn.

How much revenue does Wealth Management Resources, Inc. generate?

As of September 2026, Wealth Management Resources, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Wealth Management Resources, Inc.'s NAICS code?

Wealth Management Resources, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Management Resources, Inc. have currently?

As of September 2026, Wealth Management Resources, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include President: G. J., Office Manager: B. G. and Principal: L. K. Explore Wealth Management Resources, Inc.'s employee directory with LeadIQ.

What industry does Wealth Management Resources, Inc. belong to?

Wealth Management Resources, Inc. operates in the Financial Services industry.

What technology does Wealth Management Resources, Inc. use?

Wealth Management Resources, Inc.'s tech stack includes gstatic.com, WordPress, Shopify, Microsoft 365, jQuery Migrate, Constant Contact, Really Simple Discovery and ZURB Foundation.

What is Wealth Management Resources, Inc.'s email format?

Wealth Management Resources, Inc.'s email format typically follows the pattern of FLast@wealthmanagers.com. Find more Wealth Management Resources, Inc. email formats with LeadIQ.

When was Wealth Management Resources, Inc. founded?

Wealth Management Resources, Inc. was founded in 1990.

Wealth Management Resources, Inc.

Q: What technology does Wealth Management Resources, Inc. use?

Wealth Management Resources, Inc.'s tech stack includes Really Simple Discovery, Microsoft 365, Google Maps, GoDaddy, Apache HTTP Server.

Q: What is Wealth Management Resources, Inc.'s NAICS code?

Wealth Management Resources, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesRhode Island, United States2-10 Employees

Wealth Management Resources, Inc. is a financial services firm based in Smithfield, Rhode Island, offering services that address a range of personal and small-business financial needs. Since its founding in 1994, the company has focused on helping clients achieve financial stability and independence by evaluating investments, retirement income planning, tax strategies, insurance needs, estate and business planning, debt and cash flow management, and employee benefits. Its approach emphasizes educating clients throughout the financial planning process to support informed decision-making. The organization operates from a small team and serves individuals and businesses seeking a comprehensive, integrative approach to managing finances. In early 2024 the company was noted for making an investment related to exchange-traded products, reflecting its active engagement in financial markets.

Insights

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