Insights

Growth potential Target mid-sized investment advisory firms and family offices seeking scalable, fee-based asset management solutions, leveraging WBI Investments’ technology and research-driven strategies to differentiate in a competitive market.

Technology edge Highlight WBI’s tech-enabled approach (React, JSON-LD, WordPress, analytics tools) as a selling point to modernize client portals, enhance reporting, and improve advisor efficiency for onboarding and ongoing client engagement.

Discipline and scale Position WBI’s established compliance framework and registered investment adviser status as a trust signal for institutions and RIAs seeking robust risk oversight and scalable investment solutions.

Revenue upside Emphasize fee-based, volume-driven model advantages tied to rising produced water volumes and long-term contracts in energy infrastructure, aligning client growth with WBI’s growth trajectory.

Market momentum Leverage recent coverage and sentiment around WaterBridge infrastructure and related projects to trigger conversations with prospects about expanding exposure to energy infrastructure themes through WBI’s offerings.

Similar companies to WBI

WBI Tech Stack

WBI uses 8 technology products and services including Twemoji, JSON-LD, React, and more. Explore WBI's tech stack below.

Twemoji
Font Scripts
JSON-LD
Javascript Frameworks
React
Javascript Frameworks
Modernizr
Javascript Libraries
Windows 7
Operating Systems
Windows 10
Operating Systems
WordPress.com
Platform As A Service
MonsterInsights
Web Platform Extensions

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

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.

How much revenue does WBI generate?

As of July 2026, WBI's annual revenue is estimated to be $50M - $100M.

What is WBI's NAICS code?

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

How many employees does WBI have currently?

As of July 2026, WBI has approximately 84 employees across 4 continents, including North AmericaAsiaEurope. Key team members include President: A. H.Owner: P. T.Regional Director: B. K.. 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 TwemojiJSON-LDReactModernizrWindows 7Windows 10WordPress.comMonsterInsights.

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 Nginx, WebsiteBuilder, Sitelinks Search Box, Windows 7, Express.

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.