Annex Wealth Management

annexwealth.com

financial services

annexwealth.com

Brookfield, Wisconsin, United States

51-200 employees

18000000 revenue

LinkedIn Profile

About Annex Wealth Management

fiduciary, finance, retirement, savings, financial advice, 401k, investment, advisor, technology, trust, team, long-term wealth, financial services, project management, philanthropic strategies, high-net-worth clients, b2c, financial reporting, client relationship management, consulting

Annex Wealth Management's Tech Stack

AI/ML

Decision Makers at Annex Wealth Management

1 contact

Jason Cooper

Director of Equity Research

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32 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

Annex Wealth Management's Position in the StackWho Database

• Annex Wealth Management is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 3,194 companies in Wisconsin are in the StackWho database.
• 2,266 financial services companies are in the 51-200 employee range (same size as Annex Wealth Management).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.

Frequently Asked Questions

What technology does Annex Wealth Management use?

Annex Wealth Management uses Salesforce, Outlook, Amazon AWS, Bluekai, WP Engine, Google Tag Manager, and 26 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Annex Wealth Management?

StackWho has verified email addresses for 1 decision maker at Annex Wealth Management. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Annex Wealth Management directly for sales, recruiting, or partnerships.

What industry is Annex Wealth Management in?

Annex Wealth Management operates in the financial services industry, headquartered in Brookfield, Wisconsin, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Annex Wealth Management's contact data?

Yes. StackWho Pro members can export decision maker contact data for Annex Wealth Management and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.