Coppertree, LLC Employee Directory

Q: What is Coppertree, LLC known for?

Coppertree, LLC was founded in 2010. Coppertree, LLC operates in the Financial Services industry.

Q: How many employees does Coppertree, LLC have currently?

Coppertree, LLC has approximately 4 employees.

Financial ServicesUnited States2-10 Employees

Coppertree®, LLC has merged with Concord Wealth Partners Effective January 1, 2022. Visit us here: https://www.concordwealthpartners.com/

Find Coppertree, LLC employees' phone numbers or email addresses

Coppertree, LLC Global Highlights

North America
5

United States Of America
5

Coppertree, LLC's Leadership

A. W.
President - Founder
Mobile Phone
Email
J. H.
Owner
Mobile Phone
Email
E. Z.
Financial Advisor
Mobile Phone
Email
J. W.
Financial Advisor
Mobile Phone
Email

Contact profiles from Coppertree, LLC

Name

Title

Contact Info

Location

Last Update

A. W.
President - Founder
Mobile Phone
Email
United StatesMassachusetts
Sep 08, 2025
J. H.
Owner
Mobile Phone
Email
United StatesMaryland
Sep 09, 2025
E. Z.
Financial Advisor
Mobile Phone
Email
Jul 07, 2024
J. W.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Jul 13, 2023

Frequently Asked Questions

What is Coppertree, LLC known for?

Coppertree, LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 80 Flanders Road, Suite 302 Westborough, MA 01581, US; you can contact the main corporate office by phone at

+1-508-719-****

. Explore Coppertree, LLC's company overview page for more information.

What is Coppertree, LLC's most common email format?

Coppertree, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coppertree, LLC email formats with LeadIQ.

How many employees does Coppertree, LLC have currently?

Coppertree, LLC has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Coppertree, LLC's key employees and leadership?

As of December 2025, Coppertree, LLC's key employees include:

President - Founder: A. W.
Owner: J. H.
Financial Advisor: E. Z.
Financial Advisor: J. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

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.