OverShare Advice and Planning, LLC

overshareadvice.com

Frisco, Texas, United States

1-10 employees

LinkedIn Profile

About OverShare Advice and Planning, LLC

trust accounts, philanthropy, family dynamics, generational inheritance, portfolio construction, private equity allocator, hedging strategies, etfs, investor psychology, charitable gifting accounts, private foundations, familiy endowments, financial literacy, multi-step planning process, client trust, financial planning, transparency, portfolio management, rma certified, support role in financial services

OverShare Advice and Planning, LLC's Tech Stack

AI/ML

Decision Makers at OverShare Advice and Planning, LLC

1 contact

Mike Kurz

CEO and Financial Planner

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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.

OverShare Advice and Planning, LLC's Position in the StackWho Database

• OverShare Advice and Planning, LLC 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.
• 2,106 investment management companies are in the 1-10 employee range (same size as OverShare Advice and Planning, LLC).

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 OverShare Advice and Planning, LLC use?

OverShare Advice and Planning, LLC uses Amazon AWS, Android, Remote, AI, Circle. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at OverShare Advice and Planning, LLC?

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

What industry is OverShare Advice and Planning, LLC in?

OverShare Advice and Planning, LLC operates in the investment management industry, headquartered in Frisco, Texas, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export OverShare Advice and Planning, LLC's contact data?

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