Insights

High Net Worth Focus Windsor Advisory Group specializes in serving ultra-high-net-worth individuals and family offices, presenting an opportunity to offer premium financial products and exclusive investment solutions tailored to affluent clients.

Tailored Financial Planning Their emphasis on customized financial blueprints indicates a potential sales niche for advanced financial planning tools, estate planning services, or specialized investment platforms that align with personalized client goals.

Technology Integration Utilizing a tech stack that includes analytics and UI tools suggests a receptiveness to innovative financial technology solutions, including client engagement platforms and secure digital advisory services.

Growing Revenue With revenues between $25M and $50M, Windsor Advisory presents opportunities for scalable financial products or services aiming to enhance their offerings, improve efficiencies, or expand client relationships.

Market Positioning As a boutique advisory firm positioned among large consulting and financial services firms, Windsor could benefit from strategic partnerships or targeted marketing campaigns to differentiate their value proposition in the competitive wealth management sector.

Windsor Advisory Group Tech Stack

Windsor Advisory Group uses 8 technology products and services including Trident AB, MySQL, Microsoft Excel, and more. Explore Windsor Advisory Group's tech stack below.

Trident AB

A/B Testing

MySQL

Database

Microsoft Excel

Editors

Google Fonts API

Font Scripts

Font Awesome

Font Scripts

jQuery Mobile

Mobile Frameworks

Microsoft Word

Office Suites

Google Analytics

Web Analytics

Windsor Advisory Group Email Formats	Example	Percentage
FLast@wag-llc.com	JDoe@wag-llc.com	85%
First@wag-llc.com	John@wag-llc.com	15%

Windsor Advisory Group Email Formats

Example

Percentage

FLast@wag-llc.com

JDoe@wag-llc.com

85%

First@wag-llc.com

John@wag-llc.com

15%

Frequently Asked Questions

Where is Windsor Advisory Group's headquarters located?

Windsor Advisory Group's main headquarters is located at 2130 Quarry Trail Drive 1st Floor Columbus, Ohio 43228 United States. The company has employees across 1 continents, including North America.

What is Windsor Advisory Group's phone number?

You can contact Windsor Advisory Group's main corporate office by phone at

+1-614-545-****

. 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 Windsor Advisory Group's official website and social media links?

Windsor Advisory Group's official website is windsoradvisorygroup.com and has social profiles on LinkedIn.

What is Windsor Advisory Group's NAICS code?

Windsor Advisory Group's NAICS code is 52 - Finance and Insurance.

How many employees does Windsor Advisory Group have currently?

As of June 2026, Windsor Advisory Group has approximately 23 employees across 1 continents, including North America. Key team members include Owner: H. D.Director: K. E.Associate: K. M.. Explore Windsor Advisory Group's employee directory with LeadIQ.

What industry does Windsor Advisory Group belong to?

Windsor Advisory Group operates in the Financial Services industry.

What technology does Windsor Advisory Group use?

Windsor Advisory Group's tech stack includes Trident ABMySQLMicrosoft ExcelGoogle Fonts APIFont AwesomejQuery MobileMicrosoft WordGoogle Analytics.

What is Windsor Advisory Group's email format?

Windsor Advisory Group's email format typically follows the pattern of FLast@wag-llc.com. Find more Windsor Advisory Group email formats with LeadIQ.

When was Windsor Advisory Group founded?

Windsor Advisory Group was founded in 2002.

Windsor Advisory Group

Q: How many employees does Windsor Advisory Group have currently?

Windsor Advisory Group has approximately 23 employees.

Q: What technology does Windsor Advisory Group use?

Windsor Advisory Group's tech stack includes RSS, Swiper, 1Password, Modernizr, Google Fonts API.

Q: What is Windsor Advisory Group's NAICS code?

Windsor Advisory Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

Windsor Advisory Group operates in the financial services sector, offering investment advisory and family office services. It serves as a personal CFO for its clients, assisting with major financial decisions, designing and tracking financial blueprints, and simplifying their financial affairs. The firm emphasizes aligning clients' financial setup with their long-term goals and passions by tailoring plans and portfolios to individual priorities and circumstances.

Its clients include highly successful individuals, their families, and family offices seeking holistic wealth management. Based in Columbus, Ohio, Windsor Advisory Group emphasizes a tailored approach to wealth planning that accounts for clients' priorities and unique financial situations.

Insights

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