CapWealth

capwealthgroup.com

Franklin, Tennessee, United States

11-50 employees

LinkedIn Profile

About CapWealth

wealth & investment management counsel, portfolio management, retirement planning, estate planning, trust & trustee consultation, wealth education, personal financial planning, portfolio construction, investment management, b2c, risk assessment, wealth preservation, philanthropic strategies, lifecycle planning, comprehensive planning, consulting, services, estate transfer, specialized estate structures, tax minimization techniques

CapWealth's Tech Stack

AI/ML

Decision Makers at CapWealth

1 contact

Phoebe Venable

President & Chief Executive Officer

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8 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.

CapWealth's Position in the StackWho Database

• CapWealth is 1 of 4,084 investment management companies tracked in StackWho.
• 4,071 investment management companies in our database have verified decision-maker emails (100% of the cohort).
• 3,898 companies in Tennessee are in the StackWho database.
• 1,525 investment management companies are in the 11-50 employee range (same size as CapWealth).

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 CapWealth use?

CapWealth uses Salesforce, Outlook, Amazon AWS, WP Engine, Barracuda Networks, Circle, and 2 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at CapWealth?

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

What industry is CapWealth in?

CapWealth operates in the investment management industry, headquartered in Franklin, Tennessee, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export CapWealth's contact data?

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