What is Copperwynd Financial's NAICS code?

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

Insights

High-Net-Worth Focus Copperwynd Financial specializes in offering personalized financial planning for high-net-worth families, making them a prime candidate for premium wealth management services and customized investment solutions.

Strategic Partnership Growth The recent partnership with Lido Advisors indicates a focus on expanding their client base through alliances with other leading wealth advisory firms, presenting opportunities for joint offerings and referral collaborations.

Modern Technology Adoption Utilization of Microsoft 365, Google Analytics, and New Relic demonstrates their commitment to leveraging technology for client engagement and operational efficiency, opening avenues for advanced digital service solutions.

Market Expansion Potential With revenue estimated between 10 to 25 million dollars and a niche focus, Copperwynd Financial can benefit from targeted marketing and sales efforts aimed at affluent families and family offices seeking comprehensive financial planning.

Competitive Positioning Operating in a competitive landscape with large firms like Charles Schwab and Fidelity, Copperwynd’s personalized approach offers opportunities to differentiate their offerings and acquire clients valuing tailored wealth management services.

Similar companies to Copperwynd Financial

Copperwynd Financial Tech Stack

Copperwynd Financial uses 4 technology products and services including Microsoft 365, jQuery, New Relic, and more. Explore Copperwynd Financial's tech stack below.

Microsoft 365
Email
jQuery
Javascript Libraries
New Relic
Real User Monitoring
Google Analytics
Web Analytics

Media & News

Lido Advisors, LLC partnered with Copperwynd Financial on May 1st '25.
Lido Advisors, a leading wealth advisory firm with over $29 billion in RAUM*, announced today it will be partnering with Copperwynd Financial, a Scottsdale, AZ-based RIA focused on providing high-net-worth families with holistic and highly personalized financial planning.
May 01, 2025 | www.lidoadvisors.com

Copperwynd Financial's Email Address Formats

Copperwynd Financial uses at least 1 format(s):

Copperwynd Financial Email Formats	Example	Percentage
FLast@copperwyndfinancial.com	JDoe@copperwyndfinancial.com	43%
Last@copperwyndfinancial.com	Doe@copperwyndfinancial.com	10%
First@copperwyndfinancial.com	John@copperwyndfinancial.com	4%
FLast@copperwyndfinancial.com	JDoe@copperwyndfinancial.com	43%

Frequently Asked Questions

Where is Copperwynd Financial's headquarters located?

Copperwynd Financial's main headquarters is located at United States. The company has employees across 1 continents, including North America.

What is Copperwynd Financial's phone number?

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

+1-480-348-****

. 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 Copperwynd Financial's official website and social media links?

Copperwynd Financial's official website is copperwyndfinancial.com and has social profiles on LinkedIn.

What is Copperwynd Financial's SIC code NAICS code?

Copperwynd Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Copperwynd Financial have currently?

As of December 2025, Copperwynd Financial has approximately 15 employees across 1 continents, including North America. Key team members include Office / Client Services Manager: J. K. C.Office / Client Services Manager: K. C.Office Client Services Manager: K. J.. Explore Copperwynd Financial's employee directory with LeadIQ.

What industry does Copperwynd Financial belong to?

Copperwynd Financial operates in the Financial Services industry.

What technology does Copperwynd Financial use?

Copperwynd Financial's tech stack includes Microsoft 365jQueryNew RelicGoogle Analytics.

What is Copperwynd Financial's email format?

Copperwynd Financial's email format typically follows the pattern of FLast@copperwyndfinancial.com. Find more Copperwynd Financial email formats with LeadIQ.

Copperwynd Financial

Q: How many employees does Copperwynd Financial have currently?

Copperwynd Financial has approximately 15 employees.

Q: What technology does Copperwynd Financial use?

Copperwynd Financial's tech stack includes Microsoft 365, Google Analytics, jQuery, New Relic.

Financial ServicesUnited States11-50 Employees

At Copperwynd Financial, we are here to guide you on a path to financial security, and help you plan for the expected and anticipate the unexpected.
        

 
        
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