Insights

Scale and growth Mid-market financial services firm with 51-200 employees and revenue in the $50M-$100M range presents opportunity for enterprise-grade security, compliance outsourcing, and scalable CRM/marketing automation to support growth.

Experience and education Long-tenured staff (average 15+ years) and a strong continuing education program indicate openness to advanced advisory tools, analytics platforms, and training services that enhance client outcomes and retention.

Tech ecosystem Current tech stack includes AWS, Contentful, Drupal, iCIMS, Heroku, and analytics tooling, suggesting potential cross-sell of cloud optimization, data integration, cybersecurity, and digital experience enhancements.

Securities partnership Securities offered through FSC Securities imply a need for broker-dealer compliance, RIA support, and regulatory technology solutions to streamline registrations, licensing, and reporting.

Competitive landscape Positioned among well-funded, large competitors with scale (Schwab, Fidelity, Vanguard) yet leaner size; potential for differentiated services around personalized retirement planning, client education platforms, and cost-effective advisory automation.

Similar companies to NettWorth Financial Group

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
1$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
29K$10B+
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Morgan Stanley
102K$10B+
Raymond James
20K$10B+
Edward Jones
50K$10B+

NettWorth Financial Group Tech Stack

NettWorth Financial Group uses 8 technology products and services including iCIMS, Amazon Web Services, Contentful, and more. Explore NettWorth Financial Group's tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Contentful
Content Management System
Drupal
Content Management System
Microsoft 365
Email
Heroku
Platform As A Service
Piwik PRO Core
Web Analytics
GoDaddy
Web Hosting

NettWorth Financial Group's Email Address Formats

NettWorth Financial Group uses at least 4 email formats:

NettWorth Financial Group Email Formats	Example	Percentage
FLast@nettworth.net	JDoe@nettworth.net	84%
First.Last@nettworth.net	John.Doe@nettworth.net	11%
FirLast@nettworth.net	JohDoe@nettworth.net	2%
FirstLast@nettworth.net	JohnDoe@nettworth.net	3%

Frequently Asked Questions

What is NettWorth Financial Group's phone number?

You can contact NettWorth Financial Group's main corporate office by phone at

+1-877-476-****

. 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 NettWorth Financial Group's official website and social media links?

NettWorth Financial Group's official website is nettworth.net and has social profiles on LinkedIn.

How much revenue does NettWorth Financial Group generate?

As of September 2026, NettWorth Financial Group's annual revenue is estimated to be $50M - $100M.

What is NettWorth Financial Group's NAICS code?

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

How many employees does NettWorth Financial Group have currently?

As of September 2026, NettWorth Financial Group has approximately 59 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. F., Chief Executive Officer: S. D. and Financial Advisor/ Wealth Manager, President, Nettworth Financial Group: M. D. D. Explore NettWorth Financial Group's employee directory with LeadIQ.

What industry does NettWorth Financial Group belong to?

NettWorth Financial Group operates in the Financial Services industry.

What technology does NettWorth Financial Group use?

NettWorth Financial Group's tech stack includes iCIMS, Amazon Web Services, Contentful, Drupal, Microsoft 365, Heroku, Piwik PRO Core and GoDaddy.

What is NettWorth Financial Group's email format?

NettWorth Financial Group's email format typically follows the pattern of FLast@nettworth.net. Find more NettWorth Financial Group email formats with LeadIQ.

NettWorth Financial Group

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

NettWorth Financial Group has approximately 59 employees.

Q: What technology does NettWorth Financial Group use?

NettWorth Financial Group's tech stack includes Amazon Web Services, Google Analytics, TypeScript, iCIMS, Microsoft 365.

Q: What is NettWorth Financial Group's NAICS code?

NettWorth Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesUnited States51-200 Employees

NettWorth Financial Group is a U.S.-based financial services firm that focuses on retirement and investment guidance for workers. Its advisers bring substantial industry experience, with many exceeding 15 years, and participate in an extensive ongoing education program to stay current on financial tools and strategies.
The company emphasizes integrating knowledge of retirement benefits with personalized analysis of each client's situation to support informed retirement and investment decisions. Operating within the financial services sector and securities offered via FSC Securities, a FINRA/SIPC member, NettWorth serves a nationwide workforce seeking coordinated retirement and investment planning.