Insights

Boutique Market Niche Canvas Wealth Advisors serves a specialized segment of high-net-worth individuals and families seeking personalized financial planning and investment management services, providing an opportunity to tailor premium solutions and explore high-value client acquisition strategies.

Strong Backing and Expertise With support from Goldman Sachs research and investment teams, the firm distinguishes itself through access to top-tier investment resources, making it attractive for affluent clients seeking sophisticated financial strategies.

Technology Integration Utilization of advanced web and security technologies hints at a digitally savvy approach, opening sales opportunities around digital advisory, secure client portals, and tech-driven wealth management solutions.

Growth Potential Operating in a competitive industry with a revenue range of 10 to 25 million USD and a lean team of up to 50 employees presents opportunities for strategic partnerships to expand service offerings or scale client acquisition efforts.

Industry Positioning Positioned alongside major players like Charles Schwab and Fidelity, Canvas Wealth Advisors can leverage its differentiator of personalized, challenge-the-status-quo advice to attract clients dissatisfied with larger, cookie-cutter firms, creating potential for niche marketing and premium service upselling.

Canvas Wealth Advisors Tech Stack

Canvas Wealth Advisors uses 8 technology products and services including Fastly, WordPress, Swiper, and more. Explore Canvas Wealth Advisors's tech stack below.

Fastly

Content Delivery Network

WordPress

Content Management System

Swiper

Javascript Libraries

WP Engine

Platform As A Service

Flywheel

Platform As A Service

PHP

Programming Languages

X-XSS-Protection

Security

X-Content-Type-Options

Web & Portal Technology

Canvas Wealth Advisors Email Formats	Example	Percentage
First@canvaswealthadvisors.com	John@canvaswealthadvisors.com	50%
First@canvaswealthadvisors.com	John@canvaswealthadvisors.com	50%

Canvas Wealth Advisors Email Formats

Example

Percentage

First@canvaswealthadvisors.com

John@canvaswealthadvisors.com

50%

First@canvaswealthadvisors.com

John@canvaswealthadvisors.com

50%

Frequently Asked Questions

Where is Canvas Wealth Advisors's headquarters located?

Canvas Wealth Advisors's main headquarters is located at 6136 Nieman Rd, Shawnee, Kansas 66203, US. The company has employees across 1 continents, including North America.

What is Canvas Wealth Advisors's official website and social media links?

Canvas Wealth Advisors's official website is canvaswealthadvisors.com and has social profiles on LinkedIn.

What is Canvas Wealth Advisors's NAICS code?

Canvas Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Canvas Wealth Advisors have currently?

As of October 2025, Canvas Wealth Advisors has approximately 12 employees across 1 continents, including North America. Key team members include Chief Operating Officer: L. R.Chief Financial And Administrative Officer: N. W.Co-Founder: S. W.. Explore Canvas Wealth Advisors's employee directory with LeadIQ.

What industry does Canvas Wealth Advisors belong to?

Canvas Wealth Advisors operates in the Financial Services industry.

What technology does Canvas Wealth Advisors use?

Canvas Wealth Advisors's tech stack includes FastlyWordPressSwiperWP EngineFlywheelPHPX-XSS-ProtectionX-Content-Type-Options.

What is Canvas Wealth Advisors's email format?

Canvas Wealth Advisors's email format typically follows the pattern of First@canvaswealthadvisors.com. Find more Canvas Wealth Advisors email formats with LeadIQ.

When was Canvas Wealth Advisors founded?

Canvas Wealth Advisors was founded in 2019.

Canvas Wealth Advisors

Q: How many employees does Canvas Wealth Advisors have currently?

Canvas Wealth Advisors has approximately 12 employees.

Q: What technology does Canvas Wealth Advisors use?

Canvas Wealth Advisors's tech stack includes Magnific Popup, Priority Hints, Google Cloud, Cloudflare, Bootstrap.

Financial ServicesUnited States11-50 Employees

Canvas Wealth Advisors offers financial planning and investment management to individuals, their families, and their businesses nationwide. We believe in thinking differently and challenging the status quo, so we refuse to offer a cookie-cutter approach to your wealth.

Our Kansas City firm is backed by the research and investment teams at Goldman Sachs. We help you think differently about your wealth by listening first, thinking second, and bringing you investment opportunities to reach your goals. Our wealth solutions include:

Wealth Planning
Family Office Services
Investment Management
Business Planning
Risk Management
Retirement Planning

We focus on financial planning for your whole life, from your first job to your last and beyond. We create a financial plan that puts you at the center, taking you from today to tomorrow, pausing now and again to enjoy life's great moments. Our entire firm is predicated on making you better, because there is a better way to wealth.

Insights

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