What technologies does WealthCounsel, LLC use?

WealthCounsel, LLC uses Salesforce, Cloudflare DNS, Sendgrid, Gmail, Google Apps. View their full technology stack — including all 32 detected tools — on StackWho.

Who is the Director of Information Security of WealthCounsel, LLC?

David Saville is the Director of Information Security at WealthCounsel, LLC. Get verified contact information on StackWho.

Who is the Software Engineering Manager of WealthCounsel, LLC?

Dan Simon is the Software Engineering Manager at WealthCounsel, LLC. Get verified contact information on StackWho.

Where is WealthCounsel, LLC located?

WealthCounsel, LLC is based in Salt Lake City, Utah, United States.

WealthCounsel, LLC

Q: What industry is WealthCounsel, LLC in?

WealthCounsel, LLC operates in the legal services industry.

wealthcounsel.com

legal services

wealthcounsel.com

Salt Lake City, Utah, United States

51-200 employees

74300000 revenue

LinkedIn Profile

About WealthCounsel, LLC

continuing legal education, estate planning, business planning, probate, financial planning, retirement planning, personal finance, attorney networking, estate planning drafting software, trust administration, legal analysis, practice success, business planning drafting software, business law, business, retirement, wills, trusts, advance directives, law firm branding

WealthCounsel, LLC's Tech Stack

Decision Makers at WealthCounsel, LLC

2 contacts

David Saville

Director of Information Security

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

Dan Simon

Software Engineering Manager

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

Unlock full contact details including verified emails and LinkedIn profiles

Upgrade to Pro

32 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.

WealthCounsel, LLC's Position in the StackWho Database

• WealthCounsel, LLC is 1 of 1,961 legal services companies tracked in StackWho.
• 1,959 legal services companies in our database have verified decision-maker emails (100% of the cohort).
• 4,650 companies in Utah are in the StackWho database.
• 109 legal services companies are in the 51-200 employee range (same size as WealthCounsel, LLC).

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 WealthCounsel, LLC use?

WealthCounsel, LLC uses Salesforce, Cloudflare DNS, Sendgrid, Gmail, Google Apps, Microsoft Office 365, and 26 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at WealthCounsel, LLC?

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

What industry is WealthCounsel, LLC in?

WealthCounsel, LLC operates in the legal services industry, headquartered in Salt Lake City, Utah, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export WealthCounsel, LLC's contact data?

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