What is Pine Harbor Advisors's NAICS code?

Pine Harbor Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Boutique scale Small independent firm with 2-10 employees indicates a potential need for scalable financial planning technology, practice management solutions, and cost-efficient client relationship tools tailored for lean teams.

Comprehensive planning Emphasis on holistic wealth planning and education suggests opportunities for advanced financial planning software, risk management analytics, and client education platforms to enhance planning quality and client engagement.

Technology stack Current tech includes Calendly, AWS services, Cloudflare, Google tags, and Datadog, signaling openness to cloud-based CRM, marketing automation, cybersecurity enhancements, and data integration services.

Strategic partnerships Securities and advisory services through Cetera indicate potential upsell paths with Cetera-affiliated platforms, back-office tools, and compliance solutions for streamlined integration.

Growth signals Revenue in the mid-range and recent personnel expansions in the broader industry suggest a window for targeted outreach around onboarding, scalable marketing tech, and client onboarding improvements to support growth.

Pine Harbor Advisors Tech Stack

Pine Harbor Advisors uses 8 technology products and services including Calendly, Amazon Web Services, Amazon S3, and more. Explore Pine Harbor Advisors's tech stack below.

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

Amazon S3

Content Delivery Network

Cloudflare

Content Management System

Google Maps

Maps

Datadog

Real User Monitoring

Cloudflare Bot Management

Security

Google Tag Manager

Tag Management

Pine Harbor Advisors Email Formats	Example	Percentage
FLast@iisfinancial.com	JDoe@iisfinancial.com	83%
FiLast@iisfinancial.com	JoDoe@iisfinancial.com	17%

Pine Harbor Advisors Email Formats

Example

Percentage

FLast@iisfinancial.com

JDoe@iisfinancial.com

83%

FiLast@iisfinancial.com

JoDoe@iisfinancial.com

17%

Frequently Asked Questions

What is Pine Harbor Advisors's phone number?

You can contact Pine Harbor Advisors's main corporate office by phone at

+1-207-761-****

. 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 Pine Harbor Advisors's official website and social media links?

Pine Harbor Advisors's official website is pineharboradvisors.com and has social profiles on LinkedIn.

How much revenue does Pine Harbor Advisors generate?

As of September 2026, Pine Harbor Advisors's annual revenue is estimated to be $25M - $50M.

What is Pine Harbor Advisors's SIC code and NAICS code?

Pine Harbor Advisors's SIC code is 6282 - Investment Advice and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Pine Harbor Advisors have currently?

As of September 2026, Pine Harbor Advisors has approximately 10 employees across 1 continents, including North America. Key team members include Managing Partner: D. H., Office Manager/Group Coordinator: F. C. and Client Service Specialist: M. S. Explore Pine Harbor Advisors's employee directory with LeadIQ.

What industry does Pine Harbor Advisors belong to?

Pine Harbor Advisors operates in the Investment Management industry.

What technology does Pine Harbor Advisors use?

Pine Harbor Advisors's tech stack includes Calendly, Amazon Web Services, Amazon S3, Cloudflare, Google Maps, Datadog, Cloudflare Bot Management and Google Tag Manager.

What is Pine Harbor Advisors's email format?

Pine Harbor Advisors's email format typically follows the pattern of FLast@iisfinancial.com. Find more Pine Harbor Advisors email formats with LeadIQ.

When was Pine Harbor Advisors founded?

Pine Harbor Advisors was founded in 2013.

Pine Harbor Advisors

Q: How many employees does Pine Harbor Advisors have currently?

Pine Harbor Advisors has approximately 10 employees.

Q: What technology does Pine Harbor Advisors use?

Pine Harbor Advisors's tech stack includes FMG Suite, Amazon S3, Google Analytics, Calendly, Cloudflare Bot Management.

Investment ManagementMaine, United States2-10 Employees

Pine Harbor Advisors is a small independent financial planning and investment management firm with offices in Augusta and Portland, Maine. It assists individuals across life stages—whether starting out, building wealth, or preparing for retirement—by delivering detailed financial plans designed to illuminate their financial picture. The approach centers on simplifying long-term goals and maintaining close collaboration to keep clients on track.

The firm emphasizes a broad suite of wealth planning solutions and planning technology to create plans aligned with each client's personal goals through ongoing education, communication, and service. It operates on a non-captive model, meaning it is free to seek appropriate coverage and investments to meet client needs. Securities and advisory services are provided through Cetera Advisors LLC, a separate entity that is a broker/dealer and registered investment adviser.

Insights

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