Credentialed Wealth Advisors

credentialedwealth.com

financial services

credentialedwealth.com

Colorado Springs, Colorado, United States

1-10 employees

LinkedIn Profile

About Credentialed Wealth Advisors

financial planning, exit planning, retirement planning, investment strategy

Credentialed Wealth Advisors's Tech Stack

Email

Outlook

Decision Makers at Credentialed Wealth Advisors

1 contact

Julian Heron

CEO | Chief Investment Officer

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1 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

Credentialed Wealth Advisors operates in financial services. Strong sales angles include risk reduction, compliance automation, fraud prevention, and reporting/analytics tools.

Credentialed Wealth Advisors's Position in the StackWho Database

• Credentialed Wealth 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).
• 7,829 companies in Colorado are in the StackWho database.
• 8,943 financial services companies are in the 1-10 employee range (same size as Credentialed Wealth 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 Credentialed Wealth Advisors use?

Credentialed Wealth Advisors uses Outlook. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Credentialed Wealth Advisors?

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

What industry is Credentialed Wealth Advisors in?

Credentialed Wealth Advisors operates in the financial services industry, headquartered in Colorado Springs, Colorado, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Credentialed Wealth Advisors's contact data?

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