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Gathering insights about Advisent

Advisent Tech Stack

Advisent uses 8 technology products and services including Facebook Pixel, HubSpot Analytics, Babel, and more. Explore Advisent's tech stack below.

  • Facebook Pixel
    Analytics
  • HubSpot Analytics
    Analytics
  • Babel
    Development
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • PWA
    Miscellaneous
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks

Advisent's Email Address Formats

Advisent uses at least 3 format(s):
Advisent Email FormatsExamplePercentage
FLast@cwdlcpa.comJDoe@cwdlcpa.com
83%
Last@cwdlcpa.comDoe@cwdlcpa.com
7%
First.Last@cwdlcpa.comJohn.Doe@cwdlcpa.com
3%
FirstLas@cwdlcpa.comJohnDoe@cwdlcpa.com
4%
First@cwdlcpa.comJohn@cwdlcpa.com
3%
FirstL@cwdlimited.comJohnD@cwdlimited.com
95%
FL@cwdlimited.comJD@cwdlimited.com
4%
FLast@cwdlimited.comJDoe@cwdlimited.com
1%

Frequently Asked Questions

Where is Advisent's headquarters located?

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Advisent's main headquarters is located at 3131 Camino del Rio N, Suite 820 San Diego, California 92108, US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Advisent's phone number?

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You can contact Advisent's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advisent's official website and social media links?

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Advisent's official website is advisent.com and has social profiles on LinkedIn.

What is Advisent's NAICS code?

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Advisent's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Advisent have currently?

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As of October 2025, Advisent has approximately 66 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Marketing Officer: R. D.Partner, Mortgage Banking Practice Leader: D. P.Partner: D. J.. Explore Advisent's employee directory with LeadIQ.

What industry does Advisent belong to?

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Advisent operates in the Accounting industry.

What technology does Advisent use?

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Advisent's tech stack includes Facebook PixelHubSpot AnalyticsBabeljQueryjQuery MigratePWAPHPBootstrap.

What is Advisent's email format?

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Advisent's email format typically follows the pattern of FLast@cwdlcpa.com. Find more Advisent email formats with LeadIQ.

When was Advisent founded?

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Advisent was founded in 2014.

Advisent

AccountingUnited States51-200 Employees

CWDL’s mortgage, Arizona government, and closely held business practices are now Advisent: a specialized accounting and advisory firm built to serve regulated industries nationwide.

While our name has changed, our team—and our deep focus on mortgage companies and Arizona government entities—remains the same. We’ve rebranded to better reflect who we are today: a specialized firm built to support regulated industries with insight, experience, and follow-through. This shift moves us from a name based on partner initials to one that represents the strength and depth of our entire team.

What’s staying the same? Your advisors, your service model, and our commitment to helping you navigate complexity with clarity and confidence. What’s new is greater access to resources, expanded expertise, and the national support of Crete Professionals Alliance, all to help you move forward with purpose.

"Advisent" is the brand name under which Advisent Assurance, LLP and Advisent, LLC provide professional services. Advisent Assurance, LLP and Advisent, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Advisent Assurance, LLP is a licensed independent CPA firm that provides attest services to its clients, and Advisent, LLC provides tax and business consulting services to their clients. Advisent, LLC is not a licensed CPA firm.

Section iconCompany Overview

Headquarters
3131 Camino del Rio N, Suite 820 San Diego, California 92108, US
Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Advisent's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Advisent's revenue is estimated to be in the range of $25M$50M

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