Insights

Growth Momentum Signature Wealth has a multi-decade presence in Pittsburgh with a revenue range of 10M-25M and a team size of 11-50, signaling established client relationships and potential for expanded asset management and advisory services.

Asset Management Recognition Public recognition as a top 20 asset management firm in Pittsburgh suggests credibility and opportunity to upsell premium planning, advanced investment strategies, and fee-based advisory services to existing clients.

Integrated Offerings The firm operates with Kestra affiliated securities and advisory services, plus in-house advisory offerings, indicating potential for cross-sell of fixed income, retirement planning, tax-aware strategies, and holistic financial planning.

Digital Footprint Current tech stack includes WordPress and site optimization tools, presenting an opening for digital marketing partnerships, CRM integration, and client engagement enhancements to attract new high-net-worth prospects.

Strategic Growth Fit With a strong founder-led legacy and scalable advisory model, Signature Wealth is well-positioned for strategic partnerships, white-label solutions, or add-on advisory firms seeking regional expansion in the Pittsburgh market.

Similar companies to Signature Wealth

Signature Wealth Tech Stack

Signature Wealth uses 8 technology products and services including Open Graph, WordPress, Choices, and more. Explore Signature Wealth's tech stack below.

  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • Choices
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Priority Hints
    Performance
  • HSTS
    Security
  • Sitelinks Search Box
    Web Tools And Plugins
  • FitVids.js
    Web Tools And Plugins

Signature Wealth's Email Address Formats

Signature Wealth uses at least 2 format(s):
Signature Wealth Email FormatsExamplePercentage
FLast@signaturefp.comJDoe@signaturefp.com
91%
F.Last@signaturefp.comJ.Doe@signaturefp.com
3%
FirstLast@signaturefp.comJohnDoe@signaturefp.com
3%
FiLast@signaturefp.comJoDoe@signaturefp.com
3%

Frequently Asked Questions

What is Signature Wealth's phone number?

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You can contact Signature Wealth'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 Signature Wealth's official website and social media links?

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Signature Wealth's official website is mysignaturewealth.com and has social profiles on LinkedIn.

How much revenue does Signature Wealth generate?

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As of July 2026, Signature Wealth's annual revenue is estimated to be $10M - $25M.

What is Signature Wealth's NAICS code?

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Signature Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Signature Wealth have currently?

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As of July 2026, Signature Wealth has approximately 23 employees across 2 continents, including North AmericaOceania. Key team members include Financial Adviser: A. W.Associate Advisor: G. F. C.. Explore Signature Wealth's employee directory with LeadIQ.

What industry does Signature Wealth belong to?

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Signature Wealth operates in the Financial Services industry.

What technology does Signature Wealth use?

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Signature Wealth's tech stack includes Open GraphWordPressChoicesMicrosoftPriority HintsHSTSSitelinks Search BoxFitVids.js.

What is Signature Wealth's email format?

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Signature Wealth's email format typically follows the pattern of FLast@signaturefp.com. Find more Signature Wealth email formats with LeadIQ.

When was Signature Wealth founded?

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Signature Wealth was founded in 1991.
Signature Wealth logo

Signature Wealth

Financial ServicesPennsylvania, United States11-50 Employees

Signature Wealth is a financial services firm based in Pittsburgh, Pennsylvania, founded in 1991 by Stephen Tobe, with a long-standing focus on providing personalized financial planning and advisory services. The firm emphasizes customized planning intended to help clients reach their life and financial goals, serving individuals who are new to investing, seeking a second opinion, or looking to transition from a previous advisor. The organization operates within the affiliated framework of Kestra, offering securities through Kestra Investment Services and advisory services through Kestra Advisory Services and its own Signature Select Wealth, while noting that Kestra entities do not provide tax or legal advice. The team serves clients with tailored guidance that aims to address a range of financial needs in a Pittsburgh market context, and maintains a local presence through its office in downtown Pittsburgh. A recent development noted in publications references Signature Financial Planning’s recognition as a top asset management firm in the Pittsburgh area.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Signature Wealth's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Signature Wealth's revenue is estimated to be in the range of $10M - $25M

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