What technologies does Capital Planning Advisors use?

Capital Planning Advisors uses Salesforce, Rackspace MailGun, Mimecast, Outlook, Microsoft Office 365. View their full technology stack — including all 22 detected tools — on StackWho.

Who is the Partner & CEO of Capital Planning Advisors?

Jim Wilson is the Partner & CEO at Capital Planning Advisors. Get verified contact information on StackWho.

Where is Capital Planning Advisors located?

Capital Planning Advisors is based in Roseville, California, United States.

Capital Planning Advisors

capitalplanningadvisors.com

financial services

capitalplanningadvisors.com

Roseville, California, United States

11-50 employees

13844000 revenue

LinkedIn Profile

About Capital Planning Advisors

executive compensation, investment management, 401k, business successionexit planning, esop39s, qualified retirement plans, financial estate planning, esops, disability insurance, life insurance, longterm care insurance, financial amp estate planning, financial planning, alternative investments, retirement plans, wealth management, institutional-quality strategies, asset allocation, multi-disciplinary team, customized financial solutions

Capital Planning Advisors's Tech Stack

AI/ML

Decision Makers at Capital Planning Advisors

1 contact

Jim Wilson

Partner & CEO

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

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22 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.

Capital Planning Advisors's Position in the StackWho Database

• Capital Planning Advisors 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.
• 7,667 financial services companies are in the 11-50 employee range (same size as Capital Planning Advisors).

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 Capital Planning Advisors use?

Capital Planning Advisors uses Salesforce, Rackspace MailGun, Mimecast, Outlook, Microsoft Office 365, Gravity Forms, and 16 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Capital Planning Advisors?

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

What industry is Capital Planning Advisors in?

Capital Planning Advisors operates in the financial services industry, headquartered in Roseville, California, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Capital Planning Advisors's contact data?

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