Insights

Partnerships & Channels Leverage Cain Watters & Associates' SEC-registered status and CAIS partnership to reach dental associations, practice management groups, and distributors with joint webinars and co-branded offerings to cross-sell financial planning and access to alternative investments.

Investment Opportunities Cross-sell wealth and retirement planning to dentists by highlighting access to CAIS-alternative investments, expanding revenue per client beyond core practice financing and delivering diversified portfolios.

Cash Flow Solution Scale a cash flow optimization service built on the 90-day reopening plan to support dental practices during reopenings, acquisitions, and transitions, turning it into a repeatable packaged consulting offering.

Tech-Enabled Advisory Utilize QuickBooks Online and Zoho Analytics to provide KPI dashboards, budgeting, and tax planning workflows that improve client retention and attract tech-savvy dental practices.

Brand Advantage Leverage Forbes, Accounting Today, and Inside Public Accounting recognitions to differentiate CWA in a crowded market and justify premium pricing for comprehensive financial services to larger dental groups.

Similar companies to Cain Watters & Associates

Cain Watters & Associates Tech Stack

Cain Watters & Associates uses 8 technology products and services including Quickbooks Online, Zoho Analytics, Network Solutions, and more. Explore Cain Watters & Associates's tech stack below.

Quickbooks Online
Accounting
Zoho Analytics
Advanced Analytics And Data Science
Network Solutions
Domain Name Services
Microsoft PowerPoint
Editors
Lodash
Javascript Libraries
imagesLoaded
Javascript Libraries
Microsoft Office
Office Suites
ZURB Foundation
UI Frameworks

Media & News

Cain Watters & Associates's Email Address Formats

Cain Watters & Associates uses at least 1 format(s):

Cain Watters & Associates Email Formats	Example	Percentage
First@cainwatters.com	John@cainwatters.com	51%
First.Last@cainwatters.com	John.Doe@cainwatters.com	30%
FirstL@cainwatters.com	JohnD@cainwatters.com	16%
FLast@cainwatters.com	JDoe@cainwatters.com	3%

Frequently Asked Questions

Where is Cain Watters & Associates's headquarters located?

Cain Watters & Associates's main headquarters is located at 17 Cowboys Way Suite 300 Frisco, Texas United States. The company has employees across 2 continents, including North AmericaEurope.

What is Cain Watters & Associates's phone number?

You can contact Cain Watters & Associates's main corporate office by phone at

+1-972-233-****

. 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 Cain Watters & Associates's official website and social media links?

Cain Watters & Associates's official website is cainwatters.com and has social profiles on LinkedIn.

What is Cain Watters & Associates's NAICS code?

Cain Watters & Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Cain Watters & Associates have currently?

As of May 2026, Cain Watters & Associates has approximately 255 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: J. H.Chief People Officer: R. D.Chief Revenue Officer: J. D.. Explore Cain Watters & Associates's employee directory with LeadIQ.

What industry does Cain Watters & Associates belong to?

Cain Watters & Associates operates in the Financial Services industry.

What technology does Cain Watters & Associates use?

Cain Watters & Associates's tech stack includes Quickbooks OnlineZoho AnalyticsNetwork SolutionsMicrosoft PowerPointLodashimagesLoadedMicrosoft OfficeZURB Foundation.

What is Cain Watters & Associates's email format?

Cain Watters & Associates's email format typically follows the pattern of First@cainwatters.com. Find more Cain Watters & Associates email formats with LeadIQ.

When was Cain Watters & Associates founded?

Cain Watters & Associates was founded in 1984.

Cain Watters & Associates

Q: How many employees does Cain Watters & Associates have currently?

Cain Watters & Associates has approximately 255 employees.

Q: What technology does Cain Watters & Associates use?

Cain Watters & Associates's tech stack includes HubSpot CRM, SQL, Priority Hints, Google Sheets, Yoast SEO.

Q: What is Cain Watters & Associates's NAICS code?

Cain Watters & Associates's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States201-500 Employees

Founded in 1984, Cain Watters & Associates specializes in financial planning and advisory services tailored to dental professionals. The firm combines disciplined accounting, proactive tax planning, and wealth-building strategies to support both practice profitability and long-term financial outcomes for its clients. Its nationwide client base includes dentists across all 50 states. The company is based in Frisco, Texas, and operates as a registered investment adviser with the Securities and Exchange Commission. The firm has earned recognition from major industry publications, including Forbes for Top Accounting and Tax Firms and listings by Accounting Today and Inside Public Accounting in their Top 100 Firms. In 2023, Cain Watters formed a partnership with CAIS.