Insights

Boutique scale Small firm with 2-10 employees presents an opportunity to upsell scalable wealth management, risk, and corporate benefits solutions tailored for growth, with personalized service as a differentiator.

Revenue potential Revenue range indicates mid-market focus potential for advisory services, retirement planning, and executive compensation strategies that can be expanded with broader financial planning and institutional-grade offerings.

Regulatory navigation Emphasis on evolving laws and regulations suggests a need for proactive compliance, tax optimization, and risk management services for individuals and corporate clients seeking trusted guidance.

Technology touchpoints Current tech stack shows reliance on analytics and engagement tools; opportunity to introduce advisory fintech integrations, client portal improvements, and secure digital onboarding to enhance client experience.

Strategic partnerships Partnerships with large custodians and RIAs in the ecosystem imply potential for referral collaborations, co-branded financial planning solutions, and expanded product access for clients.

Similar companies to PRB Wealth Management

PRB Wealth Management Tech Stack

PRB Wealth Management uses 8 technology products and services including Hotjar, Font Awesome, Google Fonts API, and more. Explore PRB Wealth Management's tech stack below.

  • Analytics
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • FancyBox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • YouTube
    Video Players
  • AddThis
    Widgets

PRB Wealth Management's Email Address Formats

PRB Wealth Management uses at least 3 email formats:
PRB Wealth Management Email FormatsExamplePercentage
FLast@prbwm.comJDoe@prbwm.com
88%
First.Last@prbwm.comJohn.Doe@prbwm.com
12%
FLast@prbwealthmanagement.comJDoe@prbwealthmanagement.com
100%

Frequently Asked Questions

What is PRB Wealth Management's phone number?

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You can contact PRB Wealth Management's main corporate office by phone at . 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 PRB Wealth Management's official website and social media links?

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PRB Wealth Management's official website is prbwm.com and has social profiles on LinkedIn.

How much revenue does PRB Wealth Management generate?

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As of October 2026, PRB Wealth Management's annual revenue is estimated to be $1M - $10M.

What is PRB Wealth Management's SIC code and NAICS code?

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PRB Wealth Management's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does PRB Wealth Management have currently?

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As of October 2026, PRB Wealth Management has approximately 5 employees across 2 continents, including North America and Asia. Key team members include President: I. S. B., Svp - Investments And Risk Management: D. D. and Svp Risk Management: P. S. C. Explore PRB Wealth Management's employee directory with LeadIQ.

What industry does PRB Wealth Management belong to?

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PRB Wealth Management operates in the Financial Services industry.

What technology does PRB Wealth Management use?

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PRB Wealth Management's tech stack includes Hotjar, Font Awesome, Google Fonts API, FancyBox, jQuery, Modernizr, YouTube and AddThis.

What is PRB Wealth Management's email format?

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PRB Wealth Management's email format typically follows the pattern of FLast@prbwm.com. Find more PRB Wealth Management email formats with LeadIQ.

When was PRB Wealth Management founded?

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PRB Wealth Management was founded in 1980.
PRB Wealth Management logo

PRB Wealth Management

Financial ServicesNew York, United States2-10 Employees

PRB Wealth Management is a financial services firm based in New York, NY, specializing in wealth management, risk management, and corporate benefits. The firm serves individuals and corporate clients by developing financial strategies that aim to produce results through thoughtful planning and access to specialized resources, with professionals available to adapt to evolving regulations and market conditions. Operating within the broader financial services industry, PRB positions itself as a provider of independent financial advisory services that distinguish its approach through a forward-looking framework and emphasis on tailoring options to client needs. The company functions alongside affiliated entities in the advisory and brokerage landscape, including securities offered through LPL Financial and investment advice provided by IHT Wealth Management, with formal registration details available on its website. PRB is located at 122 East 42nd Street, Suite 1610, in New York, serving a client base that requires guidance on personal and corporate financial decisions in a changing regulatory environment.

Section iconCompany Overview

Phone number
Website
prbwm.com
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    PRB Wealth Management's revenue is estimated to be in the range of $1M - $10M

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