What technologies does Wealth use?

Wealth uses Salesforce, Route 53, Amazon SES, Gmail, Google Apps. View their full technology stack — including all 14 detected tools — on StackWho.

Who is the Chief Product Officer & Co-Founder of Wealth?

Danny Lohrfink is the Chief Product Officer & Co-Founder at Wealth. Get verified contact information on StackWho.

Who is the Co-Founder & Chief Growth Officer of Wealth?

Tim White is the Co-Founder & Chief Growth Officer at Wealth. Get verified contact information on StackWho.

Where is Wealth located?

Wealth is based in Chandler, Arizona, United States.

Wealth

Q: What industry is Wealth in?

Wealth operates in the financial services industry.

wealth.com

financial services

wealth.com

Chandler, Arizona, United States

51-200 employees

1000000 revenue

LinkedIn Profile

About Wealth

estate planning technology for advisors & artificial intelligence, estate plan analysis, estate planning automation, trust management software, wealth management ai, legal document automation, wealth transfer visualization, wealth transfer, wealth management, secure document storage, estate planning, trust and estate law, client engagement tools, digital estate planning, estate plan comparison, financial advisor tools, fiduciary oversight, wealth transfer strategies, ai estate planning, estate p

Wealth's Tech Stack

AI/ML

Decision Makers at Wealth

2 contacts

Danny Lohrfink

Chief Product Officer & Co-Founder

d***@wealth.com Sign up to view

Tim White

Co-Founder & Chief Growth Officer

t***@wealth.com Sign up to view

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14 technologies detected · 2 decision makers · 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.

Wealth's Position in the StackWho Database

• 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).
• 5,280 companies in Arizona are in the StackWho database.
• 2,266 financial services companies are in the 51-200 employee range (same size as Wealth).

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 Wealth use?

Wealth uses Salesforce, Route 53, Amazon SES, Gmail, Google Apps, Microsoft Office 365, and 8 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Wealth?

StackWho has verified email addresses for 2 decision makers at Wealth. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Wealth directly for sales, recruiting, or partnerships.

What industry is Wealth in?

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

Can I export Wealth's contact data?

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