What is Northeast Private Client Group's NAICS code?

Northeast Private Client Group's NAICS code is 52 (Finance and Insurance).

Insights

Wealth Growth Target boutique financial services clients and high net-worth entrepreneurs seeking multigenerational wealth strategies, positioning Northeast Private Client Group as a partner for comprehensive wealth planning and bespoke investment approaches.

Tech Enablement Leverage their technology stack (Envestnet, AWS, analytics tools) to offer data-driven advisory services, cross-sell technology-enabled investment solutions, and introduce scalable platforms to mid-market firms seeking modern wealth management capabilities.

Local Expertise Capitalize on Florham Park headquarters and New Jersey footprint to pursue regional real estate and business owner clients, aligning financial planning with local market opportunities and succession planning for family-owned businesses.

Growth Signals Promotions and team expansion signals growth momentum; approach with advisory services that support onboarding of new associates, enhanced client onboarding, and scalable service models to capture faster revenue trajectories.

Competitive Positioning Differentiate from larger firms by emphasizing personalized, listening-focused engagement and customizable wealth strategies, targeting similar mid-market advisory firms that may benefit from a boutique partnership or acquisition discussions.

Similar companies to Northeast Private Client Group

Northeast Private Client Group Tech Stack

Northeast Private Client Group uses 8 technology products and services including Envestnet, Amazon Web Services, jsDelivr, and more. Explore Northeast Private Client Group's tech stack below.

Envestnet
Accounting And Finance
Amazon Web Services
Cloud Hosting
jsDelivr
Content Delivery Network
Google Fonts API
Font Scripts
PHP
Programming Languages
X-XSS-Protection
Security
YouTube
Video Players
Apache
Web Servers

Media & News

Northeastprivate promotes Jim Casey to Senior Associate.
Newton-based investment real estate brokerage, Northeast Private Client Group announced the promotion of Jim Casey to Senior Associate.
Feb 08, 2023 | bostonrealestatetimes.com

Northeast Private Client Group's Email Address Formats

Northeast Private Client Group uses at least 1 format(s):

Northeast Private Client Group Email Formats	Example	Percentage
First_Last@northeastprivate.com	John_Doe@northeastprivate.com	78%
First.Last@northeastprivate.com	John.Doe@northeastprivate.com	12%
FLast@northeastprivate.com	JDoe@northeastprivate.com	5%
Last@northeastprivate.com	Doe@northeastprivate.com	5%

Frequently Asked Questions

What is Northeast Private Client Group's phone number?

You can contact Northeast Private Client Group's main corporate office by phone at

+1-973-422-****

. 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 Northeast Private Client Group's official website and social media links?

Northeast Private Client Group's official website is northeastprivate.com and has social profiles on LinkedIn.

How much revenue does Northeast Private Client Group generate?

As of July 2026, Northeast Private Client Group's annual revenue is estimated to be $50M - $100M.

What is Northeast Private Client Group's SIC code NAICS code?

Northeast Private Client Group's SIC code is 6531 - Real Estate Agents and Managers NAICS code is 52 - Finance and Insurance.

How many employees does Northeast Private Client Group have currently?

As of July 2026, Northeast Private Client Group has approximately 42 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Client Relationship Associate: A. G.. Explore Northeast Private Client Group's employee directory with LeadIQ.

What industry does Northeast Private Client Group belong to?

Northeast Private Client Group operates in the Financial Services industry.

What technology does Northeast Private Client Group use?

Northeast Private Client Group's tech stack includes EnvestnetAmazon Web ServicesjsDelivrGoogle Fonts APIPHPX-XSS-ProtectionYouTubeApache.

What is Northeast Private Client Group's email format?

Northeast Private Client Group's email format typically follows the pattern of First_Last@northeastprivate.com. Find more Northeast Private Client Group email formats with LeadIQ.

When was Northeast Private Client Group founded?

Northeast Private Client Group was founded in 1986.

Northeast Private Client Group

Q: What technology does Northeast Private Client Group use?

Northeast Private Client Group's tech stack includes Amazon S3, LinkedIn, Apache HTTP Server, WordPress, accessiBe.

Financial ServicesNew Jersey, United States11-50 Employees

Northeast Private Client Group is a boutique financial services advisory firm located in Florham Park, New Jersey. The firm serves entrepreneurs and professionals as a strategy-focused partner to build real wealth, including multigenerational wealth in many cases. It emphasizes careful listening and active engagement as the basis for helping clients achieve financial balance. The company employs 11 to 50 people and operates in the financial services industry. Reported revenue falls in the range of $50 million to $100 million. In February 2023, Northeast Private Client Group announced the promotion of Jim Casey to Senior Associate, reflecting ongoing personnel growth.