Potentia Wealth

Potentia Wealth

potentiawealth.com

financial services

San Jose, California, United States
1-10 employees
17182000 revenue

About Potentia Wealth

investment strategies, retirement planning, financial planning, data privacy, investment advisory, philanthropy support, family wealth, wealth preservation, personalized strategies, financial services, other financial investment activities, client-centered approach, charitable giving, life stage planning, trust establishment, succession planning, estate and trust services, b2c, market insights, portfolio rebalancing

Decision Makers at Potentia Wealth

1 contact

Kevin Swanson

Chief Executive Officer

k***@potentiawealth.com Sign up to view

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19 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.

Potentia Wealth's Position in the StackWho Database

  • Potentia Wealth 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.
  • 8,943 financial services companies are in the 1-10 employee range (same size as Potentia Wealth).

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 Potentia Wealth use?

Potentia Wealth uses Outlook, Google Cloud Hosting, Microsoft Office 365, Amazon AWS, Nginx, reCAPTCHA, and 13 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Potentia Wealth?

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

What industry is Potentia Wealth in?

Potentia Wealth operates in the financial services industry, headquartered in San Jose, California, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Potentia Wealth's contact data?

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