Next Generation Wealth

Finance · Massachusetts, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

201 Jones Rd Fl 5, Waltham, Massachusett...

Phone Number

(781) 398-9838

Revenue

$8.4 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Next Generation Wealth

Next Generation Wealth, LLC is a financial services firm founded by Jody Young Clement, specializing in insurance and investment advisory services. The firm is dedicated to providing business and personal financial solutions rooted in integrity, performance, and trust. It primarily serves clients in various states, offering tailored financial strategies through partnerships with New York Life Insurance Company and Eagle Strategies LLC. The company emphasizes collaboration with other professionals to enhance client outcomes and ensure comprehensive financial planning.Explore more
Next Generation Wealth's Social MediaPopular SearchesNext Generation Wealth LLCNew York Life Insurance CoNext Generation WealthGeneration Wealth LLCclementJody YoungSIC Code 62,628NAICS Code 52,523Show more

Next Generation Wealth Org Chart

PhoneEmail
JT
United States flag for contact location.

Client Manager

PhoneEmail
CB
United States flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
QM
United States flag for contact location.

Senior Sales Engineer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Next Generation Wealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Next Generation Wealth

Compare insights from companies similar to Next Generation Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Next Generation Wealth

$8.4M
11-50
Private
-
2011
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
1997
BN
Brett NagleClient Service Associate
<$5M
1-10
Private
-
2017
DM
David McGuireFinancial Advisor & President
<$5M
1-10
Private
-
2013
YG
Yvonne GonzalezDirector, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Next Generation Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Next Generation Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Next Generation Wealth.

Next Generation Wealth Tech Stack

A closer look at the technologies used by Next Generation Wealth

Top Finance Companies

Frequently Asked Questions Regarding Next Generation Wealth

What is Next Generation Wealth's official website?
Next Generation Wealth's official website is www.nxtgenwealth.com
What is Next Generation Wealth's Revenue?
Next Generation Wealth's revenue is $8.4 Million
What is Next Generation Wealth's SIC code?
Next Generation Wealth's SIC: 62,628
What is Next Generation Wealth's NAICS code?
Next Generation Wealth's NAICS: 52,523
How many employees does Next Generation Wealth have?
Next Generation Wealth has 11-50 employees
What industry does Next Generation Wealth belong to?
Next Generation Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Next Generation Wealth competition?
Next Generation Wealth top competitors include: McGuire & Wright Financial Group, Batanian Financial Group, Luna Financial Group, Atlantic Planning Group
What technology does Next Generation Wealth use?
Some of the popular technologies that Next Generation Wealth uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact Next Generation Wealth?
Next Generation Wealth contact info: Phone number: (781) 398-9838 Website: www.nxtgenwealth.com
What does Next Generation Wealth do?

Next Generation Wealth, LLC is a financial services firm founded by Jody Young Clement, specializing in insurance and investment advisory services. The firm is dedicated to providing business and personal financial solutions rooted in integrity, performance, and trust. It primarily serves clients in various states, offering tailored financial strat... egies through partnerships with New York Life Insurance Company and Eagle Strategies LLC. The company emphasizes collaboration with other professionals to enhance client outcomes and ensure comprehensive financial planning.Read More

What are Next Generation Wealth social media links?
Next Generation Wealth Facebook page
Is Next Generation Wealth a public company?
Next Generation Wealth is private company therefore does not currently have an official ticker symbol
See more information about Next Generation Wealth

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.