What technologies does Rosevest Financial use?

Rosevest Financial uses ExactTarget, Outlook, Microsoft Office 365, Phoenix, AI. View their full technology stack — including all 5 detected tools — on StackWho.

Who is the Founder & CEO of Rosevest Financial?

Jake Guttman is the Founder & CEO at Rosevest Financial. Get verified contact information on StackWho.

Where is Rosevest Financial located?

Rosevest Financial is based in Phoenix, Arizona, United States.

Rosevest Financial

rosevestfinancial.com

financial services

rosevestfinancial.com

Phoenix, Arizona, United States

1-10 employees

LinkedIn Profile

About Rosevest Financial

wealth management, retirement planning, investment, insurance, tax, money, estate, personalized financial strategy, tax efficiency, asset allocation, risk management, business valuation, tax planning, tax optimization, exit planning for business owners, financial advisor, retirement income strategies, client-centric approach, tax savings strategies, legacy planning

Rosevest Financial's Tech Stack

AI/ML

Decision Makers at Rosevest Financial

1 contact

Jake Guttman

Founder & CEO

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5 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

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

Rosevest Financial's Position in the StackWho Database

• Rosevest Financial 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).
• 5,280 companies in Arizona are in the StackWho database.
• 8,943 financial services companies are in the 1-10 employee range (same size as Rosevest Financial).

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 Rosevest Financial use?

Rosevest Financial uses ExactTarget, Outlook, Microsoft Office 365, Phoenix, AI. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Rosevest Financial?

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

What industry is Rosevest Financial in?

Rosevest Financial operates in the financial services industry, headquartered in Phoenix, Arizona, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Rosevest Financial's contact data?

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