What technologies does Beta Wealth Group use?

Beta Wealth Group uses Outlook, Microsoft Office 365, Adobe Media Optimizer, Cedexis Radar, Google Tag Manager. View their full technology stack — including all 24 detected tools — on StackWho.

Who is the CEO/Wealth Manager of Beta Wealth Group?

Jodi Vleck is the CEO/Wealth Manager at Beta Wealth Group. Get verified contact information on StackWho.

Where is Beta Wealth Group located?

Beta Wealth Group is based in San Diego, California, United States.

Beta Wealth Group

betawealthgroup.com

financial services

betawealthgroup.com

San Diego, California, United States

1-10 employees

LinkedIn Profile

About Beta Wealth Group

retirement, holistic financial planning, esg investing, womens wealth, legacy, charitable giving, company stock options, 401ks, rias, investment management, b2c, risk assessment, market research, private market opportunities, services, private equity funds, private placement real estate, private placement growth equity, alternative investments, quantitative techniques

Beta Wealth Group's Tech Stack

AI/ML

Backend

Node.js

Cloud

Render

Mobile

Android

Decision Makers at Beta Wealth Group

1 contact

Jodi Vleck

CEO/Wealth Manager

j***@betawealthgroup.com Sign up to view

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24 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

Beta Wealth Group operates in financial services. Strong sales angles include risk reduction, compliance automation, fraud prevention, and reporting/analytics tools.

Beta Wealth Group's Position in the StackWho Database

• Beta Wealth Group 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).
• 53,147 companies in California are in the StackWho database.
• 8,943 financial services companies are in the 1-10 employee range (same size as Beta Wealth Group).

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

Frequently Asked Questions

What technology does Beta Wealth Group use?

Beta Wealth Group uses Outlook, Microsoft Office 365, Adobe Media Optimizer, Cedexis Radar, Google Tag Manager, Squarespace ECommerce, and 18 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Beta Wealth Group?

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

What industry is Beta Wealth Group in?

Beta Wealth Group operates in the financial services industry, headquartered in San Diego, California, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Beta Wealth Group's contact data?

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