Insights

Strong growth Privately owned independent wealth management firm with 51-200 employees and revenue between 50M-100M, supported by a strategic minority investment from Cetera since 2024, signaling scalable growth opportunities and potential for expanded services.

Awarded credibility Recent recognition by Forbes 2025 Best-In-State and Barron’s Top 250 Private, plus top Arizona advisor status, creating a compelling credibility angle to attract high-net-worth clients and cross-sell advanced planning services.

Leadership expansion Fresh executive additions including a Chief Operating Officer in May 2026 and a senior wealth advisor partner in January 2025 indicate a focus on governance, operations, and advisory capacity to handle growth and offer broader service lines.

Comprehensive services Offerings span retirement planning, real estate, insurance, legal and tax planning under one roof, presenting opportunities to upsell integrated solutions to existing clients and cross-sell to prospective clients seeking turnkey wealth management.

Tech-enabled delivery Utilizes cloud and web infrastructure (AWS, S3, Cloudflare) and partner ecosystem tools, suggesting a foundation for scalable digital engagement, client portals, and data-driven advisory improvements to attract tech-savvy high-net-worth prospects.

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Wilde Wealth Management Group Tech Stack

Wilde Wealth Management Group uses 8 technology products and services including Hotjar, Amazon Web Services, cdnjs, and more. Explore Wilde Wealth Management Group's tech stack below.

Hotjar
Analytics
Amazon Web Services
Cloud Hosting
cdnjs
Content Delivery Network
Section.io
Content Delivery Network
Open Graph
Content Management System
Font Awesome
Font Scripts
UPS
Logistics
Datadog
Real User Monitoring

Media & News

Wilde Wealth Management Group's Email Address Formats

Wilde Wealth Management Group uses at least 4 email formats:

Wilde Wealth Management Group Email Formats	Example	Percentage
First@wildewealth.com	John@wildewealth.com	84%
Last@wildewealth.com	Doe@wildewealth.com	12%
FirLast@wildewealth.com	JohDoe@wildewealth.com	2%
FLast@wildewealth.com	JDoe@wildewealth.com	2%

Frequently Asked Questions

What is Wilde Wealth Management Group's phone number?

You can contact Wilde Wealth Management Group's main corporate office by phone at

+1-623-825-****

. 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 Wilde Wealth Management Group's official website and social media links?

Wilde Wealth Management Group's official website is wildewealth.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Wilde Wealth Management Group generate?

As of August 2026, Wilde Wealth Management Group's annual revenue is estimated to be $50M - $100M.

What is Wilde Wealth Management Group's NAICS code?

Wilde Wealth Management Group's NAICS code is 52 - Finance and Insurance.

How many employees does Wilde Wealth Management Group have currently?

As of August 2026, Wilde Wealth Management Group has approximately 64 employees across 1 continents, including North America. Key team members include Client Communication Manager: S. N., Account Manager: M. T. and Wealth Management Advisor: J. P. F. Explore Wilde Wealth Management Group's employee directory with LeadIQ.

What industry does Wilde Wealth Management Group belong to?

Wilde Wealth Management Group operates in the Financial Services industry.

What technology does Wilde Wealth Management Group use?

Wilde Wealth Management Group's tech stack includes Hotjar, Amazon Web Services, cdnjs, Section.io, Open Graph, Font Awesome, UPS and Datadog.

What is Wilde Wealth Management Group's email format?

Wilde Wealth Management Group's email format typically follows the pattern of First@wildewealth.com. Find more Wilde Wealth Management Group email formats with LeadIQ.

Wilde Wealth Management Group

Q: What technology does Wilde Wealth Management Group use?

Wilde Wealth Management Group's tech stack includes Google Maps, Open Graph, Cloudflare CDN, jQuery, Google Tag Manager.

Q: What is Wilde Wealth Management Group's NAICS code?

Wilde Wealth Management Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesArizona, United States51-200 Employees

Wilde Wealth Management Group is a boutique financial services firm based in Scottsdale, Arizona, offering comprehensive wealth management and financial planning services. The firm emphasizes a personal, private, and professional approach, aiming to serve a limited number of clients with individualized attention and guidance through all stages of wealth accumulation and retirement planning. As an independent advisory entity, Wilde Wealth states that its recommendations are not influenced by a corporate parent or product family, focusing on long-term client interests and education to support informed decision-making. Recent developments include leadership changes and recognition in industry rankings, reflecting ongoing growth and expansion of services and client reach.