Insights

Strategic Partnership Copperwynd Financial recently announced a partnership with Lido Advisors, signaling openness to collaboration and potential co-sell opportunities. This creates a channel for joint service offerings and referrals that sales teams can target for FY benefits.

High Net Worth Focus The firm targets high-net-worth families and operates as a Scottsdale, AZ based RIA with a holistic, personalized planning approach, suggesting opportunities for premium financial planning, estate, tax, and investment management services.

Growth Mode Revenue is in the one to ten million range with a lean employee base, indicating a boutique operation likely seeking scalable solutions, efficiency tools, and growth-enabling platforms that fit smaller teams.

Technology Stack Current tech includes Microsoft 365, jQuery, New Relic, and Google Analytics, suggesting receptiveness to productivity, performance monitoring, and data-driven marketing or client experience enhancements.

Market Positioning As a niche financial services firm competing with large incumbents, Copperwynd presents an opportunity to address SMB-to-mid-market advisor services, compliance tooling, cybersecurity, client onboarding, and scalable advisory platforms tailored for RIAs.

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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 3 email formats:

Copperwynd Financial Email Formats	Example	Percentage
FLast@copperwyndfinancial.com	JDoe@copperwyndfinancial.com	76%
Last@copperwyndfinancial.com	Doe@copperwyndfinancial.com	18%
First@copperwyndfinancial.com	John@copperwyndfinancial.com	6%

Frequently Asked Questions

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.

How much revenue does Copperwynd Financial generate?

As of July 2026, Copperwynd Financial's annual revenue is estimated to be $1M - $10M.

What is Copperwynd Financial's NAICS code?

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

How many employees does Copperwynd Financial have currently?

As of July 2026, Copperwynd Financial has approximately 15 employees across 1 continents, including North America. Key team members include Customer Service Representative: A. B. 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 365, jQuery, New Relic and Google 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 Google Analytics, jQuery, Microsoft 365, New Relic.

Q: What is Copperwynd Financial's NAICS code?

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

Financial ServicesUnited States11-50 Employees

Copperwynd Financial operates in the financial services sector in the United States, offering planning aimed at financial security and preparedness for both expected and unexpected events. Based in Scottsdale, Arizona, the firm emphasizes customized, holistic financial planning for its clients. In May 2025, Copperwynd Financial announced a partnership with Lido Advisors to expand access to holistic and highly personalized financial planning for high-net-worth families.

The firm is described as a smaller advisory practice, suggesting a boutique approach suitable for personalized attention. Its collaboration with Lido Advisors indicates a strategic focus on serving high-net-worth families through tailored planning solutions. Overall, Copperwynd Financial operates within the financial services industry as a boutique advisor offering comprehensive planning services.