What is SHP Financial's NAICS code?

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

Insights

Acquisition Opportunity Bluespring Wealth Partners acquired SHP Financial, LLC. at the end of 2025, suggesting potential for partnership integration opportunities, transfer of client relationships, and cross-sell of enhanced wealth management services under the new parent structure.

AUM Growth Potential SHP manages approximately $2.3 billion in client assets, indicating a substantial existing book that could benefit from expanded high-net-worth service offerings, including advanced planning, estate strategies, and discretionary portfolio management.

Industry Recognition Being recognized as a Best Workplace for 2024 enhances credibility with prospective clients and indicates strong internal culture—useful in sales messaging when positioning comprehensive financial planning and advisory services.

Regional Expansion Multiple office locations in Plymouth, Hyannis, Woburn, and satellite meetings in Braintree show geographic reach and flexibility to engage retirees and near-retirees across Massachusetts with tailored, in-person financial planning and insurance services.

Technology Stack Utilizes modern marketing and operations tools (The Trade Desk, LinkedIn Insight Tag, Calendly, WordPress, Shopify, Google Cloud, Wistia, Piwik) enabling targeted outreach, scheduling efficiency, content delivery, and data-driven marketing to nurture prospects and convert leads.

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SHP Financial Tech Stack

SHP Financial uses 8 technology products and services including The Trade Desk, Linkedin Insight Tag, Calendly, and more. Explore SHP Financial's tech stack below.

The Trade Desk
Advertising
Linkedin Insight Tag
Analytics
Calendly
Appointment Scheduling
WordPress
Content Management System
Shopify
E-commerce
Google Cloud
Infrastructure As A Service
Wistia
Online Video Platforms
Piwik
System Analytics & Monitoring

Media & News

SHP Financial's Email Address Formats

SHP Financial uses at least 6 email formats:

SHP Financial Email Formats	Example	Percentage
First.Last@shpfinancial.com	John.Doe@shpfinancial.com	68%
FirstL@shpfinancial.com	JohnD@shpfinancial.com	22%
FirstLast@shpfinancial.com	JohnDoe@shpfinancial.com	5%
Last@shpfinancial.com	Doe@shpfinancial.com	5%
FirstL@shpne.com	JohnD@shpne.com	67%
Last@shpne.com	Doe@shpne.com	33%

Frequently Asked Questions

What is SHP Financial's phone number?

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

+1-508-746-****

. 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 SHP Financial's official website and social media links?

SHP Financial's official website is shpfinancial.com and has social profiles on LinkedIn.

How much revenue does SHP Financial generate?

As of August 2026, SHP Financial's annual revenue is estimated to be $50M - $100M.

What is SHP Financial's SIC code and NAICS code?

SHP Financial's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does SHP Financial have currently?

As of August 2026, SHP Financial has approximately 62 employees across 3 continents, including North America, Asia and Europe. Key team members include Director Of Operations: M. M., Office Manager: J. C. and Service Representative: B. B. Explore SHP Financial's employee directory with LeadIQ.

What industry does SHP Financial belong to?

SHP Financial operates in the Financial Services industry.

What technology does SHP Financial use?

SHP Financial's tech stack includes The Trade Desk, Linkedin Insight Tag, Calendly, WordPress, Shopify, Google Cloud, Wistia and Piwik.

What is SHP Financial's email format?

SHP Financial's email format typically follows the pattern of First.Last@shpfinancial.com. Find more SHP Financial email formats with LeadIQ.

When was SHP Financial founded?

SHP Financial was founded in 2003.

SHP Financial

Q: What is SHP Financial's official website and social media links?

SHP Financial's official website is shpfinancial.com. SHP Financial has social profiles on LinkedIn.

Q: How many employees does SHP Financial have currently?

SHP Financial has approximately 62 employees.

Q: What technology does SHP Financial use?

SHP Financial's tech stack includes LiteSpeed Cache, Linkedin Insight Tag, JSON-LD, oEmbed, Google Conversion Tracking.

Financial ServicesMassachusetts, United States51-200 Employees

SHP Financial is a financial services company based in Barnstable, Massachusetts, and employs 51-200 people. The firm provides financial planning and wealth management services targeted at individuals in or nearing retirement, using a holistic planning approach. Investment advisory services are offered through SHP Wealth Management LLC, an SEC-registered investment adviser, while insurance sales are conducted through SHP Financial, LLC, with advisors potentially offering products from either entity. The organization operates from a main office in Plymouth, Massachusetts, with fully staffed offices in Hyannis and Woburn and a satellite office in Braintree; offices in Westborough and Marlborough are listed as convenient locations for client meetings. In December 2025, Bluespring Wealth Partners, a Kestra Holdings subsidiary, acquired SHP Financial, LLC.