Source Advisors

sourceadvisors.com

financial services

sourceadvisors.com

Fort Worth, Texas, United States

201-500 employees

20700000 revenue

LinkedIn Profile

About Source Advisors

r, d tax credits, cost segregation, lifo inventory accounting, section 179d green building deduction, fixed asset review, section 45l energyefficient home credit, sales, use tax, property tax, tangible property regulations, tax credit claims, tax credit map, tax compliance, tax credits, inventory management, business tax credits, tax incentive consulting, multi-state tax credits, tax credit reporting

Source Advisors's Tech Stack

AI/ML

Decision Makers at Source Advisors

1 contact

Jason Wilcox

Chief Technology Officer

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31 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

Source Advisors's Position in the StackWho Database

• Source 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).
• 22,781 companies in Texas are in the StackWho database.
• 1,120 financial services companies are in the 201-500 employee range (same size as Source 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 Source Advisors use?

Source Advisors uses NetSuite, Salesforce, Mimecast, Outlook, Act-On, Sendgrid, and 25 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Source Advisors?

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

What industry is Source Advisors in?

Source Advisors operates in the financial services industry, headquartered in Fort Worth, Texas, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Source Advisors's contact data?

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