Insights

Niche Market Focus Copper Leaf Financial specializes in sustainable investing and philanthropic giving, indicating strong potential for partnership with companies seeking ESG integration and socially responsible investment solutions.

Growth and Expansion Recent promotions and team expansions suggest the firm is experiencing growth, providing opportunities to introduce scalable fintech and operational support solutions to enhance their service efficiency.

Technology Adoption Utilization of a diverse tech stack including PWA, SEO tools, and CRM tracking shows an openness to digital innovation, making them a receptive target for advanced fintech platforms and digital client engagement tools.

Financial Position With revenue estimates between 10 and 25 million dollars, Copper Leaf Financial is a mid-sized firm that could benefit from technology-driven cost optimization and client management solutions tailored for growing financial advisors.

Aligned Competitors Positioned alongside industry giants like Charles Schwab and Vanguard, the firm offers tailored, holistic wealth management services, providing a pathway for targeted solutions that enhance personalized client experiences and operational efficiencies.

Similar companies to Copper Leaf Financial

Copper Leaf Financial Tech Stack

Copper Leaf Financial uses 8 technology products and services including Google Call Conversion Tracking, Microsoft 365, Slick, and more. Explore Copper Leaf Financial's tech stack below.

Google Call Conversion Tracking
Analytics
Microsoft 365
Email
Slick
Javascript Libraries
Prefix-Free
Miscellaneous
PWA
Miscellaneous
Yoast SEO
Search Engines
ZURB Foundation
UI Frameworks
Kadence WP Kadence
Web Platform Extensions

Media & News

Copper Leaf Financial's Email Address Formats

Copper Leaf Financial uses at least 1 format(s):

Copper Leaf Financial Email Formats	Example	Percentage
First@copperleaffinancial.com	John@copperleaffinancial.com	44%
FirstL@copperleaffinancial.com	JohnD@copperleaffinancial.com	6%
First@copperleaffinancial.com	John@copperleaffinancial.com	44%
FirstL@copperleaffinancial.com	JohnD@copperleaffinancial.com	6%

Frequently Asked Questions

Where is Copper Leaf Financial's headquarters located?

Copper Leaf Financial's main headquarters is located at 33 Blair Park Road Williston, Vermont 05495 United States. The company has employees across 1 continents, including North America.

What is Copper Leaf Financial's phone number?

You can contact Copper Leaf Financial's main corporate office by phone at

+1-802-878-****

. 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 Copper Leaf Financial's official website and social media links?

Copper Leaf Financial's official website is copperleaffinancial.com and has social profiles on LinkedIn.

What is Copper Leaf Financial's NAICS code?

Copper Leaf Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Copper Leaf Financial have currently?

As of April 2026, Copper Leaf Financial has approximately 7 employees across 1 continents, including North America. Key team members include Chief Operating Officer: K. D.President: J. D.Senior Wealth Advisor: B. S.. Explore Copper Leaf Financial's employee directory with LeadIQ.

What industry does Copper Leaf Financial belong to?

Copper Leaf Financial operates in the Financial Services industry.

What technology does Copper Leaf Financial use?

Copper Leaf Financial's tech stack includes Google Call Conversion TrackingMicrosoft 365SlickPrefix-FreePWAYoast SEOZURB FoundationKadence WP Kadence.

What is Copper Leaf Financial's email format?

Copper Leaf Financial's email format typically follows the pattern of First@copperleaffinancial.com. Find more Copper Leaf Financial email formats with LeadIQ.

When was Copper Leaf Financial founded?

Copper Leaf Financial was founded in 1990.

Copper Leaf Financial

Q: How many employees does Copper Leaf Financial have currently?

Copper Leaf Financial has approximately 7 employees.

Q: What technology does Copper Leaf Financial use?

Copper Leaf Financial's tech stack includes Yoast SEO, PHP, ZURB Foundation, Kadence WP Kadence, Prefix-Free.

Q: What is Copper Leaf Financial's NAICS code?

Copper Leaf Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesVermont, United States2-10 Employees

Financial Advisors in Vermont proudly serving clients throughout the country. 
Our team includes CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. 
True Wealth Management - We take the time to deliver true wealth management, not just investment advice. We spend our days addressing your most significant financial concerns and planning for the future, helping you make smart decisions with your money, minimize the impact of income and estate tax, plan for transferring assets to the next generation, manage risks from third parties, and coordinate plans to make significant charitable gifts. 
We specialize in sustainable investing, strategic philanthropic giving, and we provide holistic retirement plan solutions to business owners.