Clifford Swan Investment Counselors

cliffordswan.com

financial services

cliffordswan.com

Pasadena, California, United States

11-50 employees

250000000 revenue

LinkedIn Profile

About Clifford Swan Investment Counselors

retirement planning, mission-driven investing, fiduciary, legacy planning, b2c, risk management, nonprofit support, other financial investment activities, b2b, investment management, long-term investing, consulting, financial services, endowment management, tax strategy, services, financial education, portfolio management, family governance, client-centered

Clifford Swan Investment Counselors's Tech Stack

Email

Outlook

Other

Circle

AI/ML

Decision Makers at Clifford Swan Investment Counselors

1 contact

Peter Boyle

Chief Executive Officer

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3 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

Clifford Swan Investment Counselors operates in financial services. Strong sales angles include risk reduction, compliance automation, fraud prevention, and reporting/analytics tools.

Clifford Swan Investment Counselors's Position in the StackWho Database

• Clifford Swan Investment Counselors 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 Clifford Swan Investment Counselors).

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 Clifford Swan Investment Counselors use?

Clifford Swan Investment Counselors uses Outlook, Circle, AI. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Clifford Swan Investment Counselors?

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

What industry is Clifford Swan Investment Counselors in?

Clifford Swan Investment Counselors operates in the financial services industry, headquartered in Pasadena, California, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Clifford Swan Investment Counselors's contact data?

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