Insights

Growth and Expansion Annex Wealth Management is experiencing significant growth, with recent office relocations and expansion into international markets such as Naples, Italy. This indicates a potential demand for innovative financial technology solutions and operational support to sustain its growth trajectory.

Leadership and Talent The appointment of high-profile executives like Jeff Pierce and the launch of internship programs demonstrate a focus on strong leadership and talent development, creating opportunities for partnerships in HR tech, employee engagement platforms, and leadership training solutions.

Technological Innovation Annex's experimentation with conversational AI through Bard and their use of various tech stack components point to a strategic emphasis on digital innovation that could benefit from advanced AI, analytics, or client experience enhancement tools.

Client Engagement Partnerships with brands like the Milwaukee Brewers and Good Karma Brands highlight a focus on community engagement and unique client experiences, potentially opening doors for sponsorship technology, event management solutions, and personalized marketing platforms.

Market Positioning With a revenue range of 100 to 250 million and a competitive landscape that includes major firms like Fidelity and Merrill Lynch, Annex has space to leverage comprehensive financial services and customer trust to adopt advanced CRM, analytics, and compliance solutions to strengthen its market stance.

Similar companies to Annex Wealth Management

Annex Wealth Management Tech Stack

Annex Wealth Management uses 8 technology products and services including eMoney, 33Across, Shopify, and more. Explore Annex Wealth Management's tech stack below.

eMoney
Accounting
33Across
Advertising
Shopify
E-commerce
Pardot
Marketing
Paylocity
Recruitment Marketing
YouTube
Video Players
Google Analytics
Web Analytics
FitVids.js
Web Tools And Plugins

Media & News

Annex Wealth Management's Email Address Formats

Annex Wealth Management uses at least 1 format(s):

Annex Wealth Management Email Formats	Example	Percentage
FLast@annexwealth.com	JDoe@annexwealth.com	96%
FirstLast@annexwealth.com	JohnDoe@annexwealth.com	2%
LastF@annexwealth.com	DoeJ@annexwealth.com	1%
FMiddleLast@annexwealth.com	JMichaelDoe@annexwealth.com	1%

Frequently Asked Questions

Where is Annex Wealth Management's headquarters located?

Annex Wealth Management's main headquarters is located at 17950 West Corporate Drive, Suite 300. The company has employees across 4 continents, including North AmericaAsiaAfrica.

What is Annex Wealth Management's phone number?

You can contact Annex Wealth Management's main corporate office by phone at

+1-262-786-****

. 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 Annex Wealth Management's official website and social media links?

Annex Wealth Management's official website is annexwealth.com and has social profiles on LinkedIn.

What is Annex Wealth Management's NAICS code?

Annex Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Annex Wealth Management have currently?

As of December 2025, Annex Wealth Management has approximately 159 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Chief Operating Officer: S. D.Chief Financial Officer: K. R.Chief Growth Officer: M. B.. Explore Annex Wealth Management's employee directory with LeadIQ.

What industry does Annex Wealth Management belong to?

Annex Wealth Management operates in the Financial Services industry.

What technology does Annex Wealth Management use?

Annex Wealth Management's tech stack includes eMoney33AcrossShopifyPardotPaylocityYouTubeGoogle AnalyticsFitVids.js.

What is Annex Wealth Management's email format?

Annex Wealth Management's email format typically follows the pattern of FLast@annexwealth.com. Find more Annex Wealth Management email formats with LeadIQ.

Annex Wealth Management

Q: How many employees does Annex Wealth Management have currently?

Annex Wealth Management has approximately 159 employees.

Q: What technology does Annex Wealth Management use?

Annex Wealth Management's tech stack includes oEmbed, Microsoft, FactSet, Google Analytics, Paylocity.

Financial ServicesWisconsin, United States51-200 Employees

Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. 

We believe that integrity, customer service and hard work are the foundations for everything else we do.  We are committed to working with our clients as a fiduciary providing independent and unbiased advice.  In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.