CD Wealth Management

cdwealth.com

Dallas, Texas, United States

11-50 employees

LinkedIn Profile

About CD Wealth Management

wealth management, financial planning, investment management, risk management, retirement planning, estate planning, supplemental executive retirement plans, business successions planning, life insurance, long term care insurance, disability insurance, transition planning, liquidity management, executive benefit plans, portfolio management, asset allocation, personalized strategies, trust and transparency, income planning, family wealth transfer

CD Wealth Management's Tech Stack

Decision Makers at CD Wealth Management

1 contact

Scott Cfp

Founder and CEO

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17 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

WordPress as a CMS signals a content-driven or SMB digital presence. SEO tools, hosting solutions, and page-builder plugins are natural fits for outreach.

CD Wealth Management's Position in the StackWho Database

• CD Wealth Management 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).
• 22,781 companies in Texas are in the StackWho database.
• 1,525 investment management companies are in the 11-50 employee range (same size as CD 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 July 2026.

Frequently Asked Questions

What technology does CD Wealth Management use?

CD Wealth Management uses Mimecast, Outlook, MailChimp SPF, Microsoft Office 365, Amazon AWS, Google Tag Manager, and 11 more technologies. This data is sourced from StackWho's technology detection engine.

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

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

What industry is CD Wealth Management in?

CD Wealth Management operates in the investment management industry, headquartered in Dallas, Texas, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export CD Wealth Management's contact data?

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