Insights

Diverse Financial Portfolio Cornerstone Insurance Services and Wealth Advisory offers a broad range of financial products including insurance, investments, and retirement planning, indicating opportunities to cross-sell tailored financial solutions to clients with varied needs.

Growth and Expansion With recent strategic acquisitions such as Plannthat and partnerships like Vote.org, the company is expanding its digital presence and service capabilities, presenting sales prospects in digital platforms and community engagement sectors.

Technology Adoption Utilizing a tech stack that includes tools for measurement, marketing, and analytics (Quantcast Measure, Curalate, Redis), Cornerstone demonstrates a tech-savvy approach that can be enhanced with advanced financial tech solutions for improved client engagement.

Market Positioning Positioned as a mid-sized firm with substantial revenue and a competitive market presence, Cornerstone offers a prime target for insurance and financial technology vendors seeking to collaborate or provide innovative tools.

Community Focus The company's emphasis on community-oriented services and recent initiatives such as voter registration hubs reflect an opportunity to co-develop socially responsible financial products and community outreach programs to deepen client relationships.

Similar companies to Cornerstone Insurance Services and Wealth Advisory

Cornerstone Insurance Services and Wealth Advisory Tech Stack

Cornerstone Insurance Services and Wealth Advisory uses 8 technology products and services including Quantcast Measure, Curalate, CCPA, and more. Explore Cornerstone Insurance Services and Wealth Advisory's tech stack below.

Quantcast Measure
Analytics
Curalate
Analytics
CCPA
Certificates
Redis
Database
Font Awesome
Font Scripts
AMP
Javascript Frameworks
macOS
Operating Systems & Computing Languages
TestCafe
Testing And Qa

Media & News

Cornerstone Insurance Services and Wealth Advisory's Email Address Formats

Cornerstone Insurance Services and Wealth Advisory uses at least 2 format(s):

Cornerstone Insurance Services and Wealth Advisory Email Formats	Example	Percentage
First.Last@cswta.com	John.Doe@cswta.com	93%
First@cswta.com	John@cswta.com	4%
Last@cswta.com	Doe@cswta.com	3%
First.Last@linktr.ee	John.Doe@linktr.ee	88%
FirstLast@linktr.ee	JohnDoe@linktr.ee	7%
First@linktr.ee	John@linktr.ee	3%
FirstL@linktr.ee	JohnD@linktr.ee	2%

Frequently Asked Questions

Where is Cornerstone Insurance Services and Wealth Advisory's headquarters located?

Cornerstone Insurance Services and Wealth Advisory's main headquarters is located at 8550 Dorchester Road, Suite 200. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Cornerstone Insurance Services and Wealth Advisory's phone number?

You can contact Cornerstone Insurance Services and Wealth Advisory's main corporate office by phone at

+1-843-376-****

. 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 Cornerstone Insurance Services and Wealth Advisory's official website and social media links?

Cornerstone Insurance Services and Wealth Advisory's official website is linktr.ee and has social profiles on LinkedIn.

What is Cornerstone Insurance Services and Wealth Advisory's NAICS code?

Cornerstone Insurance Services and Wealth Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Cornerstone Insurance Services and Wealth Advisory have currently?

As of December 2025, Cornerstone Insurance Services and Wealth Advisory has approximately 72 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: M. H.Chief Executive Officer: M. H.Chief Marketing Officer And Head Of Business Development: O. I.. Explore Cornerstone Insurance Services and Wealth Advisory's employee directory with LeadIQ.

What industry does Cornerstone Insurance Services and Wealth Advisory belong to?

Cornerstone Insurance Services and Wealth Advisory operates in the Financial Services industry.

What technology does Cornerstone Insurance Services and Wealth Advisory use?

Cornerstone Insurance Services and Wealth Advisory's tech stack includes Quantcast MeasureCuralateCCPARedisFont AwesomeAMPmacOSTestCafe.

What is Cornerstone Insurance Services and Wealth Advisory's email format?

Cornerstone Insurance Services and Wealth Advisory's email format typically follows the pattern of First.Last@cswta.com. Find more Cornerstone Insurance Services and Wealth Advisory email formats with LeadIQ.

When was Cornerstone Insurance Services and Wealth Advisory founded?

Cornerstone Insurance Services and Wealth Advisory was founded in 2007.

Cornerstone Insurance Services and Wealth Advisory

Financial ServicesSouth Carolina, United States51-200 Employees

Cornerstone is a Wealth Management and Retirement Planning Corporation that also provides an array of Financial Services for people in all stages of life.

Cornerstone was formed when a small group of passionate people came together with one big idea: Creating a corporation that meets the needs of our community by helping with ALL types of financial services. 

Cornerstone's team now prides themselves on being one of the leading companies in the industry. We offer a varity of financial services products, including but not limited to: home and auto insurance, commercial insurance, life insurance, health insurance, smart investment strategies, Medicare products and more.

The management team have much in store for the future and is proud of the continued growth and success of the organization.