Insights

Nonprofit Focus Coordinated Private Wealth, LLC specializes in supporting nonprofit institutions through major gifts and executive benefit planning, indicating a sales opportunity for wealth management and philanthropic services tailored to nonprofit clients.

Boutique Scale With a small team (2-10 employees) and location in Pittsburgh, there is potential demand for scalable, efficient technology, advisory platforms, and outsourced solutions that compensate for limited in-house capacity.

Tech Stack Utilizes cloud and web infrastructure (AWS, Cloudflare, Cloudflare Bot Management, GoDaddy) which suggests openness to security, cloud optimization, and website reliability offerings to support donor engagement channels.

Industry Positioning Operating in financial services for nonprofit fundraising gives an avenue to cross-sell donor analytics, gifting optimization, and executive compensation planning services aligned with mission-driven organizations.

Growth Levers Absent visible funding data yet, there is room to propose scalable marketing automation, CRM integration, and regulatory/compliance support to streamline donor stewardship and fundraising programs as they expand.

Coordinated Private Wealth, LLC Tech Stack

Coordinated Private Wealth, LLC uses 5 technology products and services including Store Vantage, Amazon Web Services, Cloudflare, and more. Explore Coordinated Private Wealth, LLC's tech stack below.

  • Store Vantage
    Appointment Scheduling
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Cloudflare Bot Management
    Security
  • GoDaddy
    Web Hosting

Coordinated Private Wealth, LLC's Email Address Formats

Coordinated Private Wealth, LLC uses at least 2 format(s):
Coordinated Private Wealth, LLC Email FormatsExamplePercentage
FLast@cfscolorado.comJDoe@cfscolorado.com
100%

Frequently Asked Questions

What is Coordinated Private Wealth, LLC's official website and social media links?

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Coordinated Private Wealth, LLC's official website is collegepresidentcomp.com and has social profiles on LinkedIn.

What is Coordinated Private Wealth, LLC's NAICS code?

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Coordinated Private Wealth, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Coordinated Private Wealth, LLC have currently?

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As of August 2026, Coordinated Private Wealth, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Managing Partner: C. T.. Explore Coordinated Private Wealth, LLC's employee directory with LeadIQ.

What industry does Coordinated Private Wealth, LLC belong to?

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Coordinated Private Wealth, LLC operates in the Financial Services industry.

What technology does Coordinated Private Wealth, LLC use?

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Coordinated Private Wealth, LLC's tech stack includes Store VantageAmazon Web ServicesCloudflareCloudflare Bot ManagementGoDaddy.

What is Coordinated Private Wealth, LLC's email format?

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Coordinated Private Wealth, LLC's email format typically follows the pattern of FLast@cfscolorado.com. Find more Coordinated Private Wealth, LLC email formats with LeadIQ.

When was Coordinated Private Wealth, LLC founded?

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Coordinated Private Wealth, LLC was founded in 1968.
Coordinated Private Wealth, LLC logo

Coordinated Private Wealth, LLC

Financial ServicesPennsylvania, United States2-10 Employees

Coordinated Private Wealth, LLC operates in the financial services sector with a focus on nonprofit institutions. The firm emphasizes assisting nonprofits through major gifts and executive benefit planning programs, aiming to support organizational fundraising and leadership incentive structures. Based in Pittsburgh, Pennsylvania, the company serves a niche market within the nonprofit sector, offering specialized solutions designed to address gift procurement and executive benefits needs. The organization appears to be small in size, reflecting a focused team and targeted service approach within its chosen domain.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1968
Employees
2-10

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