Vision Private Wealth

visionprivatewealth.com

Berkeley, California, United States

1-10 employees

LinkedIn Profile

About Vision Private Wealth

financial planning, financial advisor, wealth management, multi-jurisdictional planning, tax strategies, business succession planning, income tax planning, cross-border wealth management, investment management, services, legacy management, charitable giving strategies, high-net-worth individuals, high-net-worth client services, cross-border planning, sustainable wealth management, synergistic family office, wealth preservation strategies, wealth preservation, family office integration

Vision Private Wealth's Tech Stack

AI/ML

Decision Makers at Vision Private Wealth

1 contact

Ferdi Louw

Director/Financial Advisor: PPS, Discovery, Managed Investment Platforms

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14 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.

Vision Private Wealth's Position in the StackWho Database

• Vision Private 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 Vision Private Wealth).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.

Frequently Asked Questions

What technology does Vision Private Wealth use?

Vision Private Wealth uses Outlook, Microsoft Office 365, Amazon AWS, Shutterstock, Squarespace ECommerce, Vimeo, and 8 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Vision Private Wealth?

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

What industry is Vision Private Wealth in?

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

Can I export Vision Private Wealth's contact data?

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