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Insights

Industry standing Independent fee-only wealth management firm with a solid revenue range and a track record recognized by CNBC Financial Advisor 100, signaling credibility when engaging prospective clients seeking objective guidance.

Expansion signals Active investment in equities and ETFs across several well-known assets (Williams Companies, Huntington Ingalls Industries, Invesco Water Resources ETF, Home Depot, Vanguard Materials ETF, Marriott) suggests potential for targeted product cross-sell opportunities and portfolio diversification conversations.

Tech footprint Usage of Salesforce, WordPress, Google Cloud, and other platforms indicates a modern tech stack with potential for CRM-driven outreach campaigns and data-backed client profiling to enhance service delivery.

Scale opportunity Mid-sized firm with 11-50 employees and revenue between 25-50 million presents a prime target for wealth management technology, outsourced CIO services, and advisor training partnerships to support growth and efficiency.

Family and planning focus Positioning around personal financial needs and planning alignment points to opportunities for family office services, estate planning collaboration, and holistic planning solutions for high-net-worth individuals and families.

Similar companies to Wingate Wealth Advisors, Inc.

Wingate Wealth Advisors, Inc. Tech Stack

Wingate Wealth Advisors, Inc. uses 8 technology products and services including Google Ads, gstatic.com, WordPress, and more. Explore Wingate Wealth Advisors, Inc.'s tech stack below.

Media & News

Wingate Wealth Advisors, Inc.'s Email Address Formats

Wingate Wealth Advisors, Inc. uses at least 3 email formats:
Wingate Wealth Advisors, Inc. Email FormatsExamplePercentage
First.Last@wingatewealthadvisors.comJohn.Doe@wingatewealthadvisors.com
91%
FLast@wingatewealthadvisors.comJDoe@wingatewealthadvisors.com
7%
First.Middle@wingatewealthadvisors.comJohn.Michael@wingatewealthadvisors.com
2%

Frequently Asked Questions

What is Wingate Wealth Advisors, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Wingate Wealth Advisors, Inc.'s main corporate office by phone at
+1-781-862-****
. 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 Wingate Wealth Advisors, Inc.'s official website and social media links?

Minus sign iconPlus sign iconWingate Wealth Advisors, Inc.'s official website is wingatewealthadvisors.com and has social profiles on LinkedIn.

How much revenue does Wingate Wealth Advisors, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Wingate Wealth Advisors, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Wingate Wealth Advisors, Inc.'s NAICS code?

Minus sign iconPlus sign iconWingate Wealth Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Wingate Wealth Advisors, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Wingate Wealth Advisors, Inc. has approximately 31 employees across 2 continents, including North America and Europe. Key team members include President: W. W. and Certified Financial Planner Financial Planner: E. G. Explore Wingate Wealth Advisors, Inc.'s employee directory with LeadIQ.

What industry does Wingate Wealth Advisors, Inc. belong to?

Minus sign iconPlus sign iconWingate Wealth Advisors, Inc. operates in the Financial Services industry.

What technology does Wingate Wealth Advisors, Inc. use?

Minus sign iconPlus sign iconWingate Wealth Advisors, Inc.'s tech stack includes Google Ads, gstatic.com, WordPress, Salesforce, Shopify, Mimecast Secure Email Gateway, Google Cloud and WP Engine.

What is Wingate Wealth Advisors, Inc.'s email format?

Minus sign iconPlus sign iconWingate Wealth Advisors, Inc.'s email format typically follows the pattern of First.Last@wingatewealthadvisors.com. Find more Wingate Wealth Advisors, Inc. email formats with LeadIQ.

When was Wingate Wealth Advisors, Inc. founded?

Minus sign iconPlus sign iconWingate Wealth Advisors, Inc. was founded in 1986.
Wingate Wealth Advisors, Inc. logo

Wingate Wealth Advisors, Inc.

Financial ServicesMassachusetts, United States11-50 Employees

Wingate Wealth Advisors, Inc. is an independent, fee-only wealth management and financial planning firm focused on addressing the personal financial needs of individuals and families. Based in Lexington, Massachusetts, the firm emphasizes a planning process that aims to align investment strategy with each client’s goals and circumstances.

Founded in 1986, the company operates within the financial services industry as a small advisory practice. In October 2025, Wingate Wealth Advisors was named to CNBC's Financial Advisor 100 list for the year.

Section iconCompany Overview

Phone number
+1-781-862-****
Website
wingatewealthadvisors.com
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M - $50M

    Wingate Wealth Advisors, Inc.'s revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • President at Wingate Wealth Advisors, Inc.
    W. W.
    President
    Mobile Phone
  • Certified Financial Planner Financial Planner at Wingate Wealth Advisors, Inc.
    E. G.
    Certified Financial Planner Financial Planner
    Mobile Phone

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