Insights

Growth Potential Cadence Wealth Management operates within the financial services industry with an estimated revenue between 10 million and 25 million, indicating a mid-sized firm that may be seeking scalable technology solutions and strategic partnerships to expand their client base and service offerings.

Investment Activity Recent significant investments, such as the $325,000 into Sibanye Stillwater Ltd., suggest an active interest in expanding their investment portfolio, presenting opportunities for advanced investment analytics, reporting tools, and portfolio management solutions.

Client-Centric Approach With a strong focus on personalized, proactive client service tailored to individual financial goals, there is potential to offer client relationship management platforms, engagement tools, and personalized financial planning technology tailored to their strategic focus.

Technology Stack Usage of diverse digital tools including WordPress, PHP, Shopify, and GoDaddy indicates openness to leveraging modern web and e-commerce solutions, opening doors for technology integrations that enhance their client engagement, online presence, and operational efficiency.

Competitive Landscape Operating in a competitive arena with industry giants like Charles Schwab and Fidelity, Cadence has opportunities for targeted outreach in niche advisory services, specialized investment products, and value-added financial planning services to differentiate from large competitors.

Cadence Wealth Management Tech Stack

Cadence Wealth Management uses 8 technology products and services including RSS, Shopify, WPBakery, and more. Explore Cadence Wealth Management's tech stack below.

  • RSS
    Content Management System
  • Shopify
    E-commerce
  • WPBakery
    Page Builders
  • WP Engine
    Platform As A Service
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • GoDaddy
    Web Hosting
  • jQuery Waypoints
    Web Tools And Plugins

Cadence Wealth Management's Email Address Formats

Cadence Wealth Management uses at least 1 format(s):
Cadence Wealth Management Email FormatsExamplePercentage
First.Last@cadencewm.comJohn.Doe@cadencewm.com
54%
First@cadencewm.comJohn@cadencewm.com
38%
FirstL@cadencewm.comJohnD@cadencewm.com
8%

Frequently Asked Questions

Where is Cadence Wealth Management's headquarters located?

Minus sign iconPlus sign icon
Cadence Wealth Management's main headquarters is located at 1800 West Park Drive Suite 330 Westborough, Massachusetts United States. The company has employees across 1 continents, including North America.

What is Cadence Wealth Management's phone number?

Minus sign iconPlus sign icon
You can contact Cadence Wealth Management'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 Cadence Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
Cadence Wealth Management's official website is cadencewm.com and has social profiles on LinkedIn.

What is Cadence Wealth Management's NAICS code?

Minus sign iconPlus sign icon
Cadence Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Cadence Wealth Management have currently?

Minus sign iconPlus sign icon
As of April 2026, Cadence Wealth Management has approximately 8 employees across 1 continents, including North America. Key team members include Vice President Financial Planning Dept: M. D.Vice President Of Marketing: A. O.Owner/Partner: T. S.. Explore Cadence Wealth Management's employee directory with LeadIQ.

What industry does Cadence Wealth Management belong to?

Minus sign iconPlus sign icon
Cadence Wealth Management operates in the Financial Services industry.

What technology does Cadence Wealth Management use?

Minus sign iconPlus sign icon
Cadence Wealth Management's tech stack includes RSSShopifyWPBakeryWP EnginePHPreCAPTCHAGoDaddyjQuery Waypoints.

What is Cadence Wealth Management's email format?

Minus sign iconPlus sign icon
Cadence Wealth Management's email format typically follows the pattern of First.Last@cadencewm.com. Find more Cadence Wealth Management email formats with LeadIQ.

When was Cadence Wealth Management founded?

Minus sign iconPlus sign icon
Cadence Wealth Management was founded in 2010.

Cadence Wealth Management

Financial ServicesMassachusetts, United States2-10 Employees

At Cadence our goal is to help you achieve solid financial performance over the long term, in spite of what the markets or the economy might do in the short term. Our approach is hands-on and proactive, with an unwavering focus on your individual goals, risk tolerance and best interests.

Your best interests are our first priority.
 
At Cadence, we believe that an effective long-term strategy for building wealth starts with understanding what’s most important to you. Whether it’s retiring when and how you’d prefer, paying for your children or grandchildren’s education, securing your family’s financial future or anything else that requires thoughtful and disciplined financial planning. 

We can help you reach your goals with comprehensive financial planning and dynamic investment management. You can count on personal, hands-on client service and communication every step of the way. Because financial management isn’t just about money; it’s about being attuned to what you need from us and how we can best help you achieve your financial goals.

Section iconCompany Overview

Headquarters
1800 West Park Drive Suite 330 Westborough, Massachusetts United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Cadence Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Cadence Wealth Management's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.