What technologies does Concierge Wealth Management use?

Concierge Wealth Management uses Amazon AWS, CloudFlare Hosting, Remote, Intuit, Discord. View their full technology stack — including all 5 detected tools — on StackWho.

Who is the Principal, Founder & CEO of Concierge Wealth Management?

Julian Morris is the Principal, Founder & CEO at Concierge Wealth Management. Get verified contact information on StackWho.

Where is Concierge Wealth Management located?

Concierge Wealth Management is based in Boston, Massachusetts, United States.

Concierge Wealth Management

conciergewm.com

financial services

conciergewm.com

Boston, Massachusetts, United States

1-10 employees

LinkedIn Profile

About Concierge Wealth Management

financial planning, investment & asset management, retirement planning, insurance services, 401 implementation, small business planning, tax management strategies, estate management strategies, tax efficient investment planning, esg, saving for college, achieving dreams, financial coaching, financial advising, financial services, insurance, investing

Concierge Wealth Management's Tech Stack

Decision Makers at Concierge Wealth Management

1 contact

Julian Morris

Principal, Founder & CEO

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

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5 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

AWS infrastructure signals engineering sophistication. This company likely evaluates cloud cost management, security tooling, observability, and developer productivity solutions.

Concierge Wealth Management's Position in the StackWho Database

• Concierge Wealth Management 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).
• 10,409 companies in Massachusetts are in the StackWho database.
• 8,943 financial services companies are in the 1-10 employee range (same size as Concierge 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 Concierge Wealth Management use?

Concierge Wealth Management uses Amazon AWS, CloudFlare Hosting, Remote, Intuit, Discord. This data is sourced from StackWho's technology detection engine.

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

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

What industry is Concierge Wealth Management in?

Concierge Wealth Management operates in the financial services industry, headquartered in Boston, Massachusetts, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Concierge Wealth Management's contact data?

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