Insights

Local Growth Network Leverage De Groote's Thousand Oaks presence to build referral partnerships with local CPAs, attorneys, and family offices serving high-net-worth clients and foundations.

Tech Modernization The current tech stack shows reliance on basic web technologies; there is an opportunity to propose a modern client portal, CRM integration, cybersecurity enhancements, and marketing automation to improve efficiency and client experience.

Scale Readiness With 2-10 employees and annual revenue of 1-10 million, De Groote is a lean firm poised to scale; offer outsourced back-office support, compliance services, and advisor training or tech integration to accelerate growth.

Niche Focus Serving foundations and endowments suggests opportunities to provide donor-advised fund support, impact investing tools, and tailored governance frameworks that differentiate service delivery.

Boutique Positioning As an independent wealth manager, they face competition from large firms; propose boutique solutions such as private-label investment platform partnerships, personalized family-office style planning packages, and exclusive access to curated investment ideas to reinforce distinct value.

De Groote Financial Group Tech Stack

De Groote Financial Group uses 8 technology products and services including RSS, MySQL, Moment.js, and more. Explore De Groote Financial Group's tech stack below.

  • RSS
    Content Management System
  • MySQL
    Database
  • Moment.js
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Contact Form 7
    Web Platform Extensions
  • Apache
    Web Servers

Media & News

De Groote Financial Group's Email Address Formats

De Groote Financial Group uses at least 1 format(s):
De Groote Financial Group Email FormatsExamplePercentage
First@degrootefinancial.comJohn@degrootefinancial.com
100%

Frequently Asked Questions

Where is De Groote Financial Group's headquarters located?

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De Groote Financial Group's main headquarters is located at 3013 Willow Lane Thousand Oaks, California 91361 United States. The company has employees across 1 continents, including North America.

What is De Groote Financial Group's phone number?

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You can contact De Groote Financial Group's main corporate office by phone at . 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 De Groote Financial Group's official website and social media links?

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De Groote Financial Group's official website is degrootefinancial.com and has social profiles on LinkedIn.

What is De Groote Financial Group's NAICS code?

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De Groote Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does De Groote Financial Group have currently?

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As of June 2026, De Groote Financial Group has approximately 2 employees across 1 continents, including North America. Key team members include Executive Assistant: M. D.: D. J. W.: J. C. T.. Explore De Groote Financial Group's employee directory with LeadIQ.

What industry does De Groote Financial Group belong to?

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De Groote Financial Group operates in the Financial Services industry.

What technology does De Groote Financial Group use?

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De Groote Financial Group's tech stack includes RSSMySQLMoment.jsOWL CarouseljQuery MigrateBootstrapContact Form 7Apache.

What is De Groote Financial Group's email format?

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

De Groote Financial Group

Financial ServicesCalifornia, United States2-10 Employees

An independent wealth management firm serving high-net-worth clients and families, business owners, entrepreneurs, foundations and endowments located in Thousand Oaks, CA. Call us at 805.230.0111.


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Section iconCompany Overview

Headquarters
3013 Willow Lane Thousand Oaks, California 91361 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    De Groote Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    De Groote Financial Group's revenue is estimated to be in the range of $1M$10M

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