Insights

Personalized Financial Services Wintergreen Financial Group offers tailored financial management solutions, making them an ideal partner for boutique fintech platforms seeking to expand personalized investment offerings or enhance client engagement through innovative tools.

Focused Client Base With a small team of 2-10 employees, the firm likely caters to high-net-worth individuals or niche markets, presenting opportunities for premium financial software, exclusive investment products, or high-touch client management solutions.

Tech Stack Integration Utilizing technologies such as Modernizr, Datadog, and Cloudflare, the company values reliable and secure digital presence, indicating potential interest in advanced cybersecurity solutions, cloud infrastructure, and performance monitoring tools.

Financial Growth Range Revenue between one and ten million dollars suggests moderate growth and openness to scalable investment management technology, including CRM enhancements, analytics tools, or digital marketing platforms to attract and retain clients.

Industry Support Network Supporting partnership with LPL Financial positions the firm within a large network of financial professionals, offering opportunities for collaborative platforms, enterprise-level compliance solutions, and industry-specific SaaS products.

Wintergreen Financial Group Tech Stack

Wintergreen Financial Group uses 8 technology products and services including Font Awesome, JSON-LD, jQuery, and more. Explore Wintergreen Financial Group's tech stack below.

Font Awesome

Font Scripts

JSON-LD

Javascript Frameworks

jQuery

Javascript Libraries

Modernizr

Javascript Libraries

Datadog

Real User Monitoring

Site24x7

Real User Monitoring

Cloudflare Bot Management

Security

Bootstrap

UI Frameworks

Wintergreen Financial Group Email Formats	Example	Percentage
First@wintergreenfinancialgroup.com	John@wintergreenfinancialgroup.com	50%
First@wintergreenfinancialgroup.com	John@wintergreenfinancialgroup.com	50%

Wintergreen Financial Group Email Formats

Example

Percentage

First@wintergreenfinancialgroup.com

John@wintergreenfinancialgroup.com

50%

First@wintergreenfinancialgroup.com

John@wintergreenfinancialgroup.com

50%

Frequently Asked Questions

What is Wintergreen Financial Group's official website and social media links?

Wintergreen Financial Group's official website is wintergreenfinancialgroup.com and has social profiles on LinkedIn.

What is Wintergreen Financial Group's NAICS code?

Wintergreen Financial Group's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Wintergreen Financial Group have currently?

As of December 2025, Wintergreen Financial Group has approximately 4 employees across 1 continents, including North America. Key team members include Vice President, Commercial Services Officer: J. A.Administrative Assistant: H. W.. Explore Wintergreen Financial Group's employee directory with LeadIQ.

What industry does Wintergreen Financial Group belong to?

Wintergreen Financial Group operates in the Investment Management industry.

What technology does Wintergreen Financial Group use?

Wintergreen Financial Group's tech stack includes Font AwesomeJSON-LDjQueryModernizrDatadogSite24x7Cloudflare Bot ManagementBootstrap.

What is Wintergreen Financial Group's email format?

Wintergreen Financial Group's email format typically follows the pattern of First@wintergreenfinancialgroup.com. Find more Wintergreen Financial Group email formats with LeadIQ.

When was Wintergreen Financial Group founded?

Wintergreen Financial Group was founded in 1995.

Wintergreen Financial Group

Q: How many employees does Wintergreen Financial Group have currently?

Wintergreen Financial Group has approximately 4 employees.

Q: What technology does Wintergreen Financial Group use?

Wintergreen Financial Group's tech stack includes JSON-LD, jQuery, FMG Suite, Modernizr, HubSpot.

Investment ManagementMaine, United States2-10 Employees

Wintergreen Financial Group, founded over twenty years ago, provides personalized financial services to a wide range of clients. Wintergreen Financial Group is supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation (as reported by Financial Planning magazine, June 1996-2021, based on total revenue). 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Insights

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