Insights

High-net-worth focus EdgeRock specializes in advanced portfolio strategies and tax planning for high-net-worth families and entrepreneurs, indicating sales opportunities in premium wealth management services, tax optimization, and estate planning solutions.

Regional to broader Headquartered in Denver with Rocky Mountain regional service and beyond suggests potential for expanding client acquisition outside the current footprint through referrals, strategic partnerships, or remote advisory capabilities.

Growth signals Revenue range of 25 to 50 million and a small to mid-size team (11-50 employees) imply agility with scalability needs; potential interest in scalable CRM, analytics, compliance tooling, and technology-driven client onboarding.

Tech stack fit Current tech includes Salesforce, Pardot, WordPress, Calendly, and marketing automation tools, indicating readiness for integrations with premium partner programs, client portal enhancements, or data automation services.

Talent and events Recent hire of administrative assistant and event planner signals investment in client engagement and events; opportunities exist for event management services, client experience optimization, and scalable administrative support.

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EdgeRock Wealth Management Tech Stack

EdgeRock Wealth Management uses 8 technology products and services including Linkedin Insight Tag, Calendly, WordPress, and more. Explore EdgeRock Wealth Management's tech stack below.

Linkedin Insight Tag
Analytics
Calendly
Appointment Scheduling
WordPress
Content Management System
Salesforce
Customer Relationship Management
Simpli.fi
Demand Side Platforms
Mimecast Secure Email Gateway
Email Security
Pardot
Marketing
WP Engine
Platform As A Service

Media & News

EdgeRockWealth Management, LLC. hires Rachel Lowther as administrative assistant and event planner.
Rachel Lowther joins Edgerockwealth as its new administrative assistant and event planner, while Danielle transitions into a new onboarding role with its team.
Mar 10, 2023 | edgerockwealth.com

EdgeRock Wealth Management's Email Address Formats

EdgeRock Wealth Management uses at least 1 email format:

EdgeRock Wealth Management Email Formats	Example	Percentage
First@edgerockwealth.com	John@edgerockwealth.com	100%

Frequently Asked Questions

What is EdgeRock Wealth Management's official website and social media links?

EdgeRock Wealth Management's official website is edgerockwealth.com and has social profiles on LinkedIn.

How much revenue does EdgeRock Wealth Management generate?

As of August 2026, EdgeRock Wealth Management's annual revenue is estimated to be $25M - $50M.

What is EdgeRock Wealth Management's NAICS code?

EdgeRock Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does EdgeRock Wealth Management have currently?

As of August 2026, EdgeRock Wealth Management has approximately 20 employees across 1 continents, including North America. Key team members include Director Of Client Services: D. S., Director Of Marketing: R. M. and Client Experience Manager: P. E. Explore EdgeRock Wealth Management's employee directory with LeadIQ.

What industry does EdgeRock Wealth Management belong to?

EdgeRock Wealth Management operates in the Financial Services industry.

What technology does EdgeRock Wealth Management use?

EdgeRock Wealth Management's tech stack includes Linkedin Insight Tag, Calendly, WordPress, Salesforce, Simpli.fi, Mimecast Secure Email Gateway, Pardot and WP Engine.

What is EdgeRock Wealth Management's email format?

EdgeRock Wealth Management's email format typically follows the pattern of First@edgerockwealth.com. Find more EdgeRock Wealth Management email formats with LeadIQ.

When was EdgeRock Wealth Management founded?

EdgeRock Wealth Management was founded in 2009.

EdgeRock Wealth Management

Q: How many employees does EdgeRock Wealth Management have currently?

EdgeRock Wealth Management has approximately 20 employees.

Q: What technology does EdgeRock Wealth Management use?

EdgeRock Wealth Management's tech stack includes Salesforce Marketing Cloud Account Engagement, Beaver Builder, Open Graph, Priority Hints, jQuery.

Q: What is EdgeRock Wealth Management's NAICS code?

EdgeRock Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States11-50 Employees

EdgeRock Wealth Management is an independent wealth management firm based in Denver, Colorado, serving the Rocky Mountain region and beyond since 2009. The firm focuses on advanced portfolio strategies and tax planning for high-net-worth families and entrepreneurs, offering guidance tailored to complex financial needs and optimization of wealth. Positioned within the financial services industry, EdgeRock emphasizes fiduciary-style service as a registered investment adviser, providing a range of investment vehicles and personalized advisory support. The team operates from its Denver headquarters, with a client-centric approach that reflects its status as an independent advisor rather than affiliated with a large captive institution. A recent staffing development noted is the addition of an administrative assistant and event planner to support operations and client engagement.