Insights

Strong Market Presence With over 25 years of experience serving families, executives, and business owners, Covenant Wealth Strategies demonstrates a well-established reputation in value-based comprehensive financial planning, indicating stability and potential for expanding service offerings.

Partnership Opportunities Recent collaborations with Hartford Funds and CarePatrol highlight an openness to strategic alliances, presenting opportunities to offer tailored financial products and expand client outreach through similar partnership channels.

Digital Engagement Utilization of advanced tech like Google Analytics and Datadog suggests a focus on digital strategy and data-driven insights, which can be leveraged to enhance online marketing and client engagement initiatives.

Growth Potential With revenues estimated between 10 to 25 million dollars and a relatively small team, there is significant room for scaling operations through targeted product offerings or marketing campaigns aimed at high-net-worth clientele.

Industry Positioning As a values-based, independent advisory firm with a legacy-driven approach similar to major firms like Charles Schwab and Fidelity, Covenant Wealth Strategies can attract clients seeking personalized, ethically aligned financial guidance, offering a niche for premium service differentiation.

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Covenant Wealth Strategies Tech Stack

Covenant Wealth Strategies uses 8 technology products and services including Cloudflare CDN, Cloudflare, Microsoft Excel, and more. Explore Covenant Wealth Strategies's tech stack below.

Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
Microsoft Excel
Editors
Hammer.js
Javascript Libraries
Oncehub
Marketing Automation
Datadog
Real User Monitoring
Materialize CSS
UI Frameworks
Google Analytics
Web Analytics

Media & News

Covenant Wealth Strategies's Email Address Formats

Covenant Wealth Strategies uses at least 1 format(s):

Covenant Wealth Strategies Email Formats	Example	Percentage
First@covenantwealthstrategies.com	John@covenantwealthstrategies.com	36%
Last@covenantwealthstrategies.com	Doe@covenantwealthstrategies.com	14%
First@covenantwealthstrategies.com	John@covenantwealthstrategies.com	36%
Last@covenantwealthstrategies.com	Doe@covenantwealthstrategies.com	14%

Frequently Asked Questions

What is Covenant Wealth Strategies's phone number?

You can contact Covenant Wealth Strategies's main corporate office by phone at

+1-302-234-****

. 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 Covenant Wealth Strategies's official website and social media links?

Covenant Wealth Strategies's official website is covenantwealthstrategies.com and has social profiles on LinkedIn.

What is Covenant Wealth Strategies's NAICS code?

Covenant Wealth Strategies's NAICS code is 52 - Finance and Insurance.

How many employees does Covenant Wealth Strategies have currently?

As of December 2025, Covenant Wealth Strategies has approximately 21 employees across 1 continents, including North America. Key team members include President: W. K.Director Of Strategic Communications & Hr: M. F.Manager: J. H.. Explore Covenant Wealth Strategies's employee directory with LeadIQ.

What industry does Covenant Wealth Strategies belong to?

Covenant Wealth Strategies operates in the Financial Services industry.

What technology does Covenant Wealth Strategies use?

Covenant Wealth Strategies's tech stack includes Cloudflare CDNCloudflareMicrosoft ExcelHammer.jsOncehubDatadogMaterialize CSSGoogle Analytics.

What is Covenant Wealth Strategies's email format?

Covenant Wealth Strategies's email format typically follows the pattern of First@covenantwealthstrategies.com. Find more Covenant Wealth Strategies email formats with LeadIQ.

When was Covenant Wealth Strategies founded?

Covenant Wealth Strategies was founded in 1999.

Covenant Wealth Strategies

Q: How many employees does Covenant Wealth Strategies have currently?

Covenant Wealth Strategies has approximately 21 employees.

Q: What technology does Covenant Wealth Strategies use?

Covenant Wealth Strategies's tech stack includes Google Tag Manager, Cloudflare CDN, Google Hosted Libraries, Hammer.js, Cloudflare.

Financial ServicesDelaware, United States11-50 Employees

Covenant Wealth Strategies is a leading values-based comprehensive financial planning firm with over 25 years of experience serving generations of families, executives and business owners. We believe that the best decisions, including financial decisions, are made within the context of a complete and thorough understanding. 

Known for treating wealth as a reflection of purpose and legacy, Covenant Wealth Strategies offers independent guidance that goes beyond financial metrics to focus on what matters most. 

Securities and advisory services offered through LPL Financial, Member SIPC www.sipc.org. www.FINRA.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 

For a list of states in which I am/we are registered to do business, please visit www.covenantwealthstrategies.com