LeadIQ logo
Learn more at LeadIQ.com

Insights

Independent Advisory Position NWK Group as a specialized independent investment advisory firm serving affluent individuals, families, and institutions in Northern California, highlighting opportunities to cross-sell wealth planning and institutional services.

Experience Advantage Leverage the combined 85+ years of financial services experience to build credibility with potential clients seeking objective, risk-managed investment strategies and bespoke financial planning.

Recognition Opportunity Capitalize on recent accolades such as Top DC Advisor Teams for 2026 to approach corporate retirement plan sponsors and fiduciaries who value award-winning, objective guidance.

Digital Reach Use the tech stack (AWS, Google Maps, Hotjar, analytics tools) to enhance digital engagement with prospects, enabling targeted outreach, personalized content, and website-driven lead capture.

Growth Signals Note revenue range and client-focused expansion in services; pursue opportunities with mid-market institutions and nonprofit organizations that require investment management and wealth planning capabilities.

Similar companies to NWK Group, Inc.

NWK Group, Inc. Tech Stack

NWK Group, Inc. uses 8 technology products and services including Hotjar, Amazon Web Services, Mailgun, and more. Explore NWK Group, Inc.'s tech stack below.

NWK Group, Inc.'s Email Address Formats

NWK Group, Inc. uses at least 4 email formats:
NWK Group, Inc. Email FormatsExamplePercentage
FLast@nwkgroup.comJDoe@nwkgroup.com
54%
Last@nwkgroup.comDoe@nwkgroup.com
31%
FMLast@nwkgroup.comJMDoe@nwkgroup.com
7%
First@nwkgroup.comJohn@nwkgroup.com
8%

Frequently Asked Questions

What is NWK Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact NWK Group, Inc.'s main corporate office by phone at
+1-415-362-****
. 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 NWK Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconNWK Group, Inc.'s official website is nwkgroup.com and has social profiles on LinkedIn.

How much revenue does NWK Group, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, NWK Group, Inc.'s annual revenue is estimated to be $10M - $25M.

What is NWK Group, Inc.'s NAICS code?

Minus sign iconPlus sign iconNWK Group, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does NWK Group, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, NWK Group, Inc. has approximately 16 employees across 3 continents, including North America, Africa and Europe. Key team members include Coo & Relationship Manager: C. L., Partner: M. W. A. and Field Manager: Y. K. Explore NWK Group, Inc.'s employee directory with LeadIQ.

What industry does NWK Group, Inc. belong to?

Minus sign iconPlus sign iconNWK Group, Inc. operates in the Investment Management industry.

What technology does NWK Group, Inc. use?

Minus sign iconPlus sign iconNWK Group, Inc.'s tech stack includes Hotjar, Amazon Web Services, Mailgun, Modernizr, Google Maps, Datadog, New Relic and Bootstrap.

What is NWK Group, Inc.'s email format?

Minus sign iconPlus sign iconNWK Group, Inc.'s email format typically follows the pattern of FLast@nwkgroup.com. Find more NWK Group, Inc. email formats with LeadIQ.

When was NWK Group, Inc. founded?

Minus sign iconPlus sign iconNWK Group, Inc. was founded in 2002.
NWK Group, Inc. logo

NWK Group, Inc.

Investment ManagementCalifornia, United States11-50 Employees

NWK Group, Inc. is an independent investment advisory firm based in San Francisco, California, serving affluent individuals and families as well as corporate and nonprofit institutions in Northern California. Established in 2002, the firm offers investment management, wealth planning, and institutional services, focusing on objective guidance and problem-solving to address clients’ financial goals. Led by a team with extensive experience in the financial services industry, NWK Group emphasizes developing innovative and dynamic strategies for its clients within a fiduciary framework. The firm operates within the investment management sector, positioning itself as a thoughtful, results-oriented advisor that seeks to align client objectives with tailored financial solutions.

Section iconCompany Overview

Phone number
+1-415-362-****
Website
nwkgroup.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2002
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    NWK Group, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Coo & Relationship Manager at NWK Group, Inc.
    C. L.
    Coo & Relationship Manager
    Mobile Phone
  • Partner at NWK Group, Inc.
    M. W. A.
    Partner
    Mobile Phone
  • Field Manager at NWK Group, Inc.
    Y. K.
    Field Manager
    Mobile Phone
  • Client Operations Associate at NWK Group, Inc.
    A. W.
    Client Operations Associate
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.