Trevian Wealth Management

trevianwealth.com

Weston, Massachusetts, United States

1-10 employees

LinkedIn Profile

About Trevian Wealth Management

wealth management, investment management, personal financial management, holistic financial planning, risk assessment, financial planning, wealth preservation, fiduciary responsibility, private equity and stock options, estate and trust services, financial advisor, consulting, independent financial advisor, entrepreneurs and investors, strategic financial planning, liquidity management, services, personal finance optimization, asset management, carried interest

Trevian Wealth Management's Tech Stack

Decision Makers at Trevian Wealth Management

1 contact

Phil Swisher

Founder & CEO

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9 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.

Trevian Wealth Management's Position in the StackWho Database

• Trevian Wealth Management 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).
• 10,409 companies in Massachusetts are in the StackWho database.
• 2,106 investment management companies are in the 1-10 employee range (same size as Trevian 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 Trevian Wealth Management use?

Trevian Wealth Management uses Gmail, Google Apps, Microsoft Office 365, Amazon AWS, Facebook Custom Audiences, Google Tag Manager, and 3 more technologies. This data is sourced from StackWho's technology detection engine.

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

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

What industry is Trevian Wealth Management in?

Trevian Wealth Management operates in the investment management industry, headquartered in Weston, Massachusetts, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Trevian Wealth Management's contact data?

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