What is Wellspring Associates's NAICS code?

Wellspring Associates's NAICS code is 524 (Insurance Carriers and Related Activities).

Insights

Wealth Tech Fit Target Wellspring Associates as a specialist in estate, tax, and wealth planning for high-net-worth individuals and family offices, presenting opportunities to offer advanced planning tools, analytics, and integrated tax optimization services.

Growth & Scale With revenue in the mid tens of millions and recent investment activity around wealth management, there may be expansion needs, partnerships, or platform integrations to support scalable client servicing and strategy execution.

Digital Foundations Current tech stack includes AWS, Contentful, WordPress, and analytics tools, suggesting openness to digital modernization, data security enhancements, client portal upgrades, and marketing automation partnerships.

Security & Compliance Osano and header security indicators imply emphasis on data privacy and compliance; sales opportunities exist in regulatory technology, consent management, and secure data exchange for affluent clients.

Strategic Alliances Recent investment signals a willingness to collaborate with larger firms; propose value through co-branding, white-label services, or joint go-to-market programs with wealth, estate, and tax advisory networks.

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Wellspring Associates Tech Stack

Wellspring Associates uses 8 technology products and services including Amazon Web Services, Contentful, WordPress, and more. Explore Wellspring Associates's tech stack below.

Amazon Web Services
Cloud Hosting
Contentful
Content Management System
WordPress
Content Management System
Osano
Cookie Compliance
JSON-LD
Javascript Frameworks
PHP
Programming Languages
X-Content-Type-Options
Web & Portal Technology
Google Analytics
Web Analytics

Media & News

HighTower Advisors, LLC invests into The Wellspring Group $50M.
Hightower Advisors says it has invested in Wellspring Associates, a wealth group that focuses on estate, tax and other issues for investors with $50 million or more in assets.
Apr 02, 2020 | www.thinkadvisor.com

Wellspring Associates's Email Address Formats

Wellspring Associates uses at least 2 email formats:

Wellspring Associates Email Formats	Example	Percentage
FLast@wellspringassociates.com	JDoe@wellspringassociates.com	93%
First@wellspringassociates.com	John@wellspringassociates.com	7%

Frequently Asked Questions

What is Wellspring Associates's phone number?

You can contact Wellspring Associates's main corporate office by phone at

+1-404-924-****

. 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 Wellspring Associates's official website and social media links?

Wellspring Associates's official website is wellspringassociates.com and has social profiles on LinkedIn.

How much revenue does Wellspring Associates generate?

As of September 2026, Wellspring Associates's annual revenue is estimated to be $10M - $25M.

What is Wellspring Associates's SIC code and NAICS code?

Wellspring Associates's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Wellspring Associates have currently?

As of September 2026, Wellspring Associates has approximately 13 employees across 2 continents, including North America and Africa. Key team members include President: G. R. Explore Wellspring Associates's employee directory with LeadIQ.

What industry does Wellspring Associates belong to?

Wellspring Associates operates in the Insurance industry.

What technology does Wellspring Associates use?

Wellspring Associates's tech stack includes Amazon Web Services, Contentful, WordPress, Osano, JSON-LD, PHP, X-Content-Type-Options and Google Analytics.

What is Wellspring Associates's email format?

Wellspring Associates's email format typically follows the pattern of FLast@wellspringassociates.com. Find more Wellspring Associates email formats with LeadIQ.

When was Wellspring Associates founded?

Wellspring Associates was founded in 1981.

Wellspring Associates

Q: How many employees does Wellspring Associates have currently?

Wellspring Associates has approximately 13 employees.

Q: What technology does Wellspring Associates use?

Wellspring Associates's tech stack includes Google Fonts API, PHP, Open Graph, Amazon CloudFront, JSON-LD.

InsuranceGeorgia, United States11-50 Employees

Wellspring Associates operates in the insurance sector, offering services aimed at preserving and transferring wealth while providing philanthropic guidance. Its work centers on helping families of wealth, family offices, and professional advisers navigate complex estates, tax considerations, and related planning challenges, delivering clarity and tailored solutions.
Based in Atlanta, Georgia, the firm positions itself as a resource for ongoing wealth strategy and governance, aligning planning efforts with the needs of high-net-worth clients. The company maintains a relatively small to mid-sized presence and has been noted in industry news for its association with broader wealth-management initiatives, highlighting its role within a network of specialized advisory firms.