White Oaks Wealth Advisors, Inc.

whiteoakswealth.com

Minneapolis, Minnesota, United States

1-10 employees

LinkedIn Profile

About White Oaks Wealth Advisors, Inc.

wealth management, feeonly financial planning, fiduciary, financial management, retirement planning, 401 management, ira management, tax planning, tax optimization, investment management, investment strategy, family office services, employer benefits management, trust services, trust planning, deferred compensation, college planning, 529 planning, equity, inheritance

White Oaks Wealth Advisors, Inc.'s Tech Stack

AI/ML

Decision Makers at White Oaks Wealth Advisors, Inc.

2 contacts

Cyndi Castle

Certified Senior Advisor® Vice President - Family Office Services

c***@whiteoakswealth.com Sign up to view

Sharon Bloodworth

CEO

s***@whiteoakswealth.com Sign up to view

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15 technologies detected · 2 decision makers · Emails available

Sales Outreach Angle

WordPress as a CMS signals a content-driven or SMB digital presence. SEO tools, hosting solutions, and page-builder plugins are natural fits for outreach.

White Oaks Wealth Advisors, Inc.'s Position in the StackWho Database

• White Oaks Wealth Advisors, Inc. 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).
• 5,481 companies in Minnesota are in the StackWho database.
• 2,106 investment management companies are in the 1-10 employee range (same size as White Oaks Wealth Advisors, Inc.).

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 White Oaks Wealth Advisors, Inc. use?

White Oaks Wealth Advisors, Inc. uses Gmail, Blue Host, Google Apps, Google Cloud Hosting, WP Engine, Nginx, and 9 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at White Oaks Wealth Advisors, Inc.?

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

What industry is White Oaks Wealth Advisors, Inc. in?

White Oaks Wealth Advisors, Inc. operates in the investment management industry, headquartered in Minneapolis, Minnesota, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export White Oaks Wealth Advisors, Inc.'s contact data?

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