Insights

Personalized Financial Services Delta Wealth Advisors offers comprehensive financial planning that integrates specialized in-house expertise with CPA services, suggesting a need for advanced financial management tools and compliance solutions to support their holistic approach.

Growing Client Base With revenue between 25 and 50 million dollars and an employee count of up to 50, the firm is expanding, indicating potential opportunities in scalable financial technology and client relationship management platforms.

Technology Adoption The use of systems like QuickBooks, Anaplan, and Workday Adaptive Planning highlights their commitment to sophisticated planning and accounting tools, opening avenues for enterprise software solutions and integration services.

Financial Strength The company's substantial revenue positions it as a financially robust client, likely interested in strategic consulting, enterprise financial planning software, or investment management technology to further enhance operational efficiency.

Industry Positioning Operating within the competitive financial advisory space with a focus on wealth preservation and growth, Delta Wealth Advisors may benefit from innovative marketing, client engagement platforms, and expanded digital service offerings to differentiate itself.

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Delta Wealth Advisors Tech Stack

Delta Wealth Advisors uses 5 technology products and services including Quickbooks Online, Workday Adaptive Planning, QuickBooks, and more. Explore Delta Wealth Advisors's tech stack below.

Quickbooks Online
Accounting
Workday Adaptive Planning
Accounting And Finance
QuickBooks
Accounting And Finance
Anaplan
Corporate Performance Management
Microsoft
Miscellaneous

Media & News

Delta Wealth Advisors's Email Address Formats

Delta Wealth Advisors uses at least 1 format(s):

Delta Wealth Advisors Email Formats	Example	Percentage
FLast@deltawealthadv.com	JDoe@deltawealthadv.com	42%
First@deltawealthadv.com	John@deltawealthadv.com	14%
FLast@deltawealthadv.com	JDoe@deltawealthadv.com	2%
FLast@deltawealthadv.com	JDoe@deltawealthadv.com	42%

Frequently Asked Questions

What is Delta Wealth Advisors's phone number?

You can contact Delta Wealth Advisors's main corporate office by phone at

+1-317-773-****

. 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 Delta Wealth Advisors's official website and social media links?

Delta Wealth Advisors's official website is deltawealthadv.com and has social profiles on LinkedIn.

What is Delta Wealth Advisors's NAICS code?

Delta Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Delta Wealth Advisors have currently?

As of December 2025, Delta Wealth Advisors has approximately 22 employees across 1 continents, including North America. Key team members include Principal: D. D.Wealth Advisor: S. H.Client Service Associate: T. R.. Explore Delta Wealth Advisors's employee directory with LeadIQ.

What industry does Delta Wealth Advisors belong to?

Delta Wealth Advisors operates in the Financial Services industry.

What technology does Delta Wealth Advisors use?

Delta Wealth Advisors's tech stack includes Quickbooks OnlineWorkday Adaptive PlanningQuickBooksAnaplanMicrosoft.

What is Delta Wealth Advisors's email format?

Delta Wealth Advisors's email format typically follows the pattern of FLast@deltawealthadv.com. Find more Delta Wealth Advisors email formats with LeadIQ.

When was Delta Wealth Advisors founded?

Delta Wealth Advisors was founded in 2017.

Delta Wealth Advisors

Q: How many employees does Delta Wealth Advisors have currently?

Delta Wealth Advisors has approximately 22 employees.

Q: What technology does Delta Wealth Advisors use?

Delta Wealth Advisors's tech stack includes Workday Adaptive Planning, Anaplan, Quickbooks Online, QuickBooks, Microsoft.

Financial ServicesIndiana, United States11-50 Employees

What’s the Key to Finding Your Financial Clarity? Collaboration.

Combining the specialized services of our in-house financial planning experts and CPA, Delta Wealth Advisors addresses every angle of your financial picture from growing, protecting and preserving the wealth of your family and your business.

Delta Wealth Advisors is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.