LeadIQ logo
Learn more at LeadIQ.com

Insights

Affluent client focus Target a client base of high-net-worth individuals and corporate executives seeking estate and life insurance planning to protect wealth and legacy.

Boutique firm scale Small team size suggests personalized service; leverage this as a selling point to prospects valuing bespoke planning and quick, hands-on support.

Delaware Valley niche Geographic emphasis in Wilmington, Delaware indicates opportunity to expand services to regional businesses and affluent families in nearby markets with similar regulatory contexts.

Digital presence Current tech stack includes WordPress and analytics; potential upsell for advanced client portals, digital document management, and data-driven estate planning tools to differentiate offerings.

Revenue range Estimated annual revenue in the 1–10 million range with a lean staff; opportunities to scale through strategic partnerships, referrals from larger firms, or expanded service lines in sophisticated estate planning and life insurance products.

Estate Planning Delaware Valley, Inc. Tech Stack

Estate Planning Delaware Valley, Inc. uses 8 technology products and services including WordPress, MySQL, Twemoji, and more. Explore Estate Planning Delaware Valley, Inc.'s tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • PHP
    Programming Languages
  • Genesis Framework
    Web Platform Extensions

Estate Planning Delaware Valley, Inc.'s Email Address Formats

Estate Planning Delaware Valley, Inc. uses at least 1 format(s):
Estate Planning Delaware Valley, Inc. Email FormatsExamplePercentage
FLast@epdv.comJDoe@epdv.com
86%
First@epdv.comJohn@epdv.com
14%

Frequently Asked Questions

What is Estate Planning Delaware Valley, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Estate Planning Delaware Valley, Inc.'s main corporate office by phone at
+1-302-477-****
. 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 Estate Planning Delaware Valley, Inc.'s official website and social media links?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc.'s official website is epdv.com and has social profiles on LinkedIn.

How much revenue does Estate Planning Delaware Valley, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, Estate Planning Delaware Valley, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Estate Planning Delaware Valley, Inc.'s NAICS code?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Estate Planning Delaware Valley, Inc. have currently?

Minus sign iconPlus sign iconAs of July 2026, Estate Planning Delaware Valley, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Owner: R. K.Finance Director: F. K.Powers Of Attorney: E. M.. Explore Estate Planning Delaware Valley, Inc.'s employee directory with LeadIQ.

What industry does Estate Planning Delaware Valley, Inc. belong to?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc. operates in the Financial Services industry.

What technology does Estate Planning Delaware Valley, Inc. use?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc.'s tech stack includes WordPressMySQLTwemojijQuery MigratejQueryReally Simple DiscoveryPHPGenesis Framework.

What is Estate Planning Delaware Valley, Inc.'s email format?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc.'s email format typically follows the pattern of FLast@epdv.com. Find more Estate Planning Delaware Valley, Inc. email formats with LeadIQ.
Estate Planning Delaware Valley, Inc. logo

Estate Planning Delaware Valley, Inc.

Financial ServicesDelaware, United States2-10 Employees

Estate Planning Delaware Valley, Inc. is a financial services firm based in Wilmington, Delaware, focused on life insurance and estate planning for affluent individuals, families, executives, and both private and public corporations. Founded in 1997, the company aims to help clients protect wealth and grow legacies through integrated planning that addresses both personal and professional estates. Operating in a small team, the firm situates itself within the Delaware Valley market by delivering specialized guidance that targets wealth preservation and broader estate objectives. The organization serves a niche segment seeking tailored strategies to manage risk, coordinate benefits, and align financial planning with succession and legacy goals.

Section iconCompany Overview

Phone number
+1-302-477-****
Website
epdv.com
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Estate Planning Delaware Valley, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Estate Planning Delaware Valley, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Stylized image of a person
    R. K.
    Owner
    Mobile Phone
  • Stylized image of a person
    F. K.
    Finance Director
    Mobile Phone
  • Stylized image of a person
    E. M.
    Powers Of Attorney
    Mobile Phone
  • Stylized image of a person
    M. K.
    At Law Attorney
    Mobile Phone
  • Stylized image of a person
    T. E.
    Associate Attorney
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.