What is Innova Financial Wealth & Insurance Advisors's NAICS code?

Innova Financial Wealth & Insurance Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Boutique scale A small independent advisory with 2-10 employees presents a nimble, relationship-focused sales approach opportunity for personalized wealth, retirement, and tax planning services tailored to high-touch client segments.

Wealth tech mix Utilize their tech stack (AWS, Cloudflare, Google Maps, Datadog, tag management) to position complementary digital asset management tools, data-driven advisory dashboards, and secure client portals to enhance service delivery.

Securities relationship As securities are offered through Securities America, explore partnerships or co-branded solutions, compliance-aligned product suites, and support for RIAs seeking expanded product access and back-office capabilities.

Revenue potential With reported revenue in the 1M-10M range, target mid-market HNW individuals and closely held businesses that align with wealth, retirement, and tax planning needs to drive AUM growth.

Competitive positioning Position as a customizable, client-centric alternative to large firms by emphasizing independent advisory independence, personalized service, and flexible fee structures to attract clients seeking tailored planning.

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Innova Financial Wealth & Insurance Advisors Tech Stack

Innova Financial Wealth & Insurance Advisors uses 8 technology products and services including Amazon Web Services, cdnjs, Cloudflare, and more. Explore Innova Financial Wealth & Insurance Advisors's tech stack below.

Amazon Web Services
Cloud Hosting
cdnjs
Content Delivery Network
Cloudflare
Content Management System
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
Google Maps
Maps
Datadog
Real User Monitoring
Google Tag Manager
Tag Management

Innova Financial Wealth & Insurance Advisors's Email Address Formats

Innova Financial Wealth & Insurance Advisors uses at least 3 email formats:

Innova Financial Wealth & Insurance Advisors Email Formats	Example	Percentage
First@innovafinancial.com	John@innovafinancial.com	60%
FirstL@innovafinancial.com	JohnD@innovafinancial.com	20%
FirstLast@innovafinancial.com	JohnDoe@innovafinancial.com	20%

Frequently Asked Questions

What is Innova Financial Wealth & Insurance Advisors's phone number?

You can contact Innova Financial Wealth & Insurance Advisors's main corporate office by phone at

+1-207-885-****

. 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 Innova Financial Wealth & Insurance Advisors's official website and social media links?

Innova Financial Wealth & Insurance Advisors's official website is innovafinancial.com and has social profiles on LinkedIn.

How much revenue does Innova Financial Wealth & Insurance Advisors generate?

As of September 2026, Innova Financial Wealth & Insurance Advisors's annual revenue is estimated to be $1M - $10M.

What is Innova Financial Wealth & Insurance Advisors's SIC code and NAICS code?

Innova Financial Wealth & Insurance Advisors's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does Innova Financial Wealth & Insurance Advisors have currently?

As of September 2026, Innova Financial Wealth & Insurance Advisors has approximately 2 employees across 2 continents, including North America and South America. Key team members include Branch Manager: M. H. and Associate: W. W. Explore Innova Financial Wealth & Insurance Advisors's employee directory with LeadIQ.

What industry does Innova Financial Wealth & Insurance Advisors belong to?

Innova Financial Wealth & Insurance Advisors operates in the Financial Services industry.

What technology does Innova Financial Wealth & Insurance Advisors use?

Innova Financial Wealth & Insurance Advisors's tech stack includes Amazon Web Services, cdnjs, Cloudflare, Google Fonts API, jQuery, Google Maps, Datadog and Google Tag Manager.

What is Innova Financial Wealth & Insurance Advisors's email format?

Innova Financial Wealth & Insurance Advisors's email format typically follows the pattern of First@innovafinancial.com. Find more Innova Financial Wealth & Insurance Advisors email formats with LeadIQ.

When was Innova Financial Wealth & Insurance Advisors founded?

Innova Financial Wealth & Insurance Advisors was founded in 1997.

Innova Financial Wealth & Insurance Advisors

Financial ServicesMaine, United States2-10 Employees

Innova Financial Wealth & Insurance Advisors is a small independent financial services firm based in Scarborough, Maine, focusing on wealth management, retirement planning, insurance, and tax planning. The firm operates as a financial advisory practice, with securities offered through Securities America, Inc. and advisory services provided through Securities America Advisors, Inc., noting that Innova and Securities America are separate entities. Serving individuals seeking comprehensive financial coordination, the company aims to address retirement needs, risk management, and tax considerations within a broad financial planning approach.