Insights

Tech Modernization Legacy elements in the tech stack including Windows 7 alongside modern tools signal an opportunity to offer IT modernization, cloud migration, cybersecurity, and end-user computing upgrades to strengthen reliability for a mid-size RIA.

Mid-market Growth As a registered investment adviser with a modest headcount and revenue, WBI Investments could benefit from scalable outsourced solutions in portfolio analytics, performance reporting, and compliance to support growth without proportional overhead.

Integrated Platform WBI's emphasis on combining technology, research-driven strategies, and service suggests a strong fit for an integrated platform that bundles portfolio construction tools, data feeds, analytics, and client reporting.

Regulatory Focus The presence of Form ADV disclosures indicates a market for compliance enablement, disclosure management, and regulatory reporting tools to streamline advisor operations.

Regional Focus Based in Red Bank, NJ, there are regional opportunities to partner with Northeast RIAs and financial professionals through targeted outreach, events, and local partnerships.

Similar companies to WBI

WBI Tech Stack

WBI uses 8 technology products and services including Google Fonts API, Sirvoy, Redux, and more. Explore WBI's tech stack below.

Google Fonts API
Font Scripts
Sirvoy
Hotel Management
Redux
Javascript Frameworks
JSON-LD
Javascript Frameworks
Swiper
Javascript Libraries
Windows 7
Operating Systems
Elementor
Page Builders
Microsoft Azure
Platform As A Service

Media & News

WBI's Email Address Formats

WBI uses at least 1 format(s):

WBI Email Formats	Example	Percentage
FLast@wbiinvestments.com	JDoe@wbiinvestments.com	96%
First.Last@wbiinvestments.com	John.Doe@wbiinvestments.com	2%
FMiddleLast@wbiinvestments.com	JMichaelDoe@wbiinvestments.com	2%

Frequently Asked Questions

Where is WBI's headquarters located?

WBI's main headquarters is located at Red Bank, New Jersey 07701 United States. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is WBI's phone number?

You can contact WBI's main corporate office by phone at

+1-732-842-****

. 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 WBI's stock symbol?

WBI is a publicly traded company; the company's stock symbol is WBI.

What is WBI's official website and social media links?

WBI's official website is wbiinvestments.com and has social profiles on LinkedIn.

What is WBI's NAICS code?

WBI's NAICS code is 52 - Finance and Insurance.

How many employees does WBI have currently?

As of June 2026, WBI has approximately 84 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: D. S.Ceo: S. O.COO: T. C.. Explore WBI's employee directory with LeadIQ.

What industry does WBI belong to?

WBI operates in the Financial Services industry.

What technology does WBI use?

WBI's tech stack includes Google Fonts APISirvoyReduxJSON-LDSwiperWindows 7ElementorMicrosoft Azure.

What is WBI's email format?

WBI's email format typically follows the pattern of FLast@wbiinvestments.com. Find more WBI email formats with LeadIQ.

When was WBI founded?

WBI was founded in 1984.

WBI

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

WBI's official website is wbiinvestments.com. WBI has social profiles on LinkedIn.

Q: How many employees does WBI have currently?

WBI has approximately 84 employees.

Q: What technology does WBI use?

WBI's tech stack includes Automattic, Express.js, PHP, Google Cloud, JavaScript.

Q: What is WBI's NAICS code?

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

Financial ServicesNew Jersey, United States51-200 Employees

WBI Investments, LLC operates in the financial services sector as an investment management firm serving financial professionals and institutions. It provides investment management solutions that integrate technology, research-driven strategies, and attentive client service to help build and maintain portfolios aligned with clients' goals. The firm positions itself as a mid-sized player in the investment-advisory space.

Based in Red Bank, New Jersey, WBI is a registered investment adviser, with regulatory disclosures and Form ADV available upon request or through the SEC. The company notes that past performance does not guarantee future results.