Heritage Wealth Management

myheritagewealth.com

Sandy, Utah, United States

1-10 employees

LinkedIn Profile

About Heritage Wealth Management

healthcare planning, tax planning strategies, retirement planning, income planning, asset distribution, investment planning

Heritage Wealth Management's Tech Stack

Decision Makers at Heritage Wealth Management

1 contact

Dallin Schwendiman

VP of Sales

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9 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.

Heritage Wealth Management's Position in the StackWho Database

• Heritage 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).
• 4,650 companies in Utah are in the StackWho database.
• 8,943 financial services companies are in the 1-10 employee range (same size as Heritage 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 Heritage Wealth Management use?

Heritage Wealth Management uses Mimecast, Outlook, Microsoft Office 365, Google Tag Manager, Mobile Friendly, Gravity Forms, and 3 more technologies. This data is sourced from StackWho's technology detection engine.

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

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

What industry is Heritage Wealth Management in?

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

Can I export Heritage Wealth Management's contact data?

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