United Planners Financial Services

unitedplanners.com

201-500 employees

150000000 revenue

LinkedIn Profile

About United Planners Financial Services

financial services, brokerdealer, brokerage services, investment advisory, investment management, financial planning, practice management, strategic partnerships, technology services, marketing services, insurance products, business solutions, succession planning, marketing & advertising

United Planners Financial Services's Tech Stack

Decision Makers at United Planners Financial Services

1 contact

Aaron Spradlin

Chief Information Officer

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13 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.

United Planners Financial Services's Position in the StackWho Database

• United Planners Financial Services 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).
• 1,120 financial services companies are in the 201-500 employee range (same size as United Planners Financial Services).

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 United Planners Financial Services use?

United Planners Financial Services uses Route 53, Outlook, Pardot, Microsoft Office 365, Salesforce, Amazon AWS, and 7 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at United Planners Financial Services?

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

What industry is United Planners Financial Services in?

United Planners Financial Services operates in the financial services industry. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export United Planners Financial Services's contact data?

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