Insights

Independent fiduciary Target Fiat Wealth Management as a partner for integrated wealth and tax planning services through Fiat Tax to strengthen client outcomes and expand service offerings.

Mid-market scale Leverage their 11-50 employee base and $25M-$50M revenue to position scalable, outsourced services (compliance, reporting, RIA technology, client onboarding) suited for smaller firms seeking growth without large overhead.

Tech stack fit Offer cloud-based, secure, scalable solutions that align with their stack (AWS, Cloudflare, Calendly, Mailchimp, Google Analytics) such as CRM, marketing automation, and data analytics to boost efficiency and client engagement.

Retirement planning focus Prioritize solutions that enhance retirement planning workflows, tax coordination, and fiduciary oversight to reinforce their value proposition and cross-sell opportunities with Fiat Tax.

Growth signals Position high-touch advisory services, digital client onboarding, and targeted marketing to support client acquisition and retention as they look to expand within affluent family segments.

Fiat Wealth Management Tech Stack

Fiat Wealth Management uses 8 technology products and services including Calendly, Amazon Web Services, Cloudflare, and more. Explore Fiat Wealth Management's tech stack below.

  • Calendly
    Appointment Scheduling
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Mailchimp
    Email
  • Python
    Programming Languages
  • Google Analytics
    Web Analytics
  • Embedly
    Widgets
  • Facebook
    Widgets

Fiat Wealth Management's Email Address Formats

Fiat Wealth Management uses at least 1 format(s):
Fiat Wealth Management Email FormatsExamplePercentage
FLast@fiatwm.comJDoe@fiatwm.com
88%
First@fiatwm.comJohn@fiatwm.com
12%

Frequently Asked Questions

What is Fiat Wealth Management's phone number?

Minus sign iconPlus sign icon
You can contact Fiat Wealth Management's main corporate office by phone at . 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 Fiat Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
Fiat Wealth Management's official website is fiatwm.com and has social profiles on LinkedIn.

How much revenue does Fiat Wealth Management generate?

Minus sign iconPlus sign icon
As of July 2026, Fiat Wealth Management's annual revenue is estimated to be $25M - $50M.

What is Fiat Wealth Management's NAICS code?

Minus sign iconPlus sign icon
Fiat Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Fiat Wealth Management have currently?

Minus sign iconPlus sign icon
As of July 2026, Fiat Wealth Management has approximately 23 employees across 1 continents, including North America. Key team members include Partner: G. I.Director Of Client Services: L. L.Senior Advisor: L. B.. Explore Fiat Wealth Management's employee directory with LeadIQ.

What industry does Fiat Wealth Management belong to?

Minus sign iconPlus sign icon
Fiat Wealth Management operates in the Financial Services industry.

What technology does Fiat Wealth Management use?

Minus sign iconPlus sign icon
Fiat Wealth Management's tech stack includes CalendlyAmazon Web ServicesCloudflareMailchimpPythonGoogle AnalyticsEmbedlyFacebook.

What is Fiat Wealth Management's email format?

Minus sign iconPlus sign icon
Fiat Wealth Management's email format typically follows the pattern of FLast@fiatwm.com. Find more Fiat Wealth Management email formats with LeadIQ.

When was Fiat Wealth Management founded?

Minus sign iconPlus sign icon
Fiat Wealth Management was founded in 2009.
Fiat Wealth Management logo

Fiat Wealth Management

Financial ServicesMinnesota, United States11-50 Employees

Fiat Wealth Management is an independent fiduciary wealth management firm based in the Twin Cities, offering guidance and long-term planning to families approaching or navigating retirement. The firm emphasizes thoughtful planning and steady, purpose-driven direction to help clients manage their financial lives with clarity. When clients desire tax planning and preparation in conjunction with their financial plan, Fiat Tax operates as an affiliated entity that collaborates with Fiat Wealth Management to align financial and tax decisions. Located in Minnesota, the practice situates itself in a professional services space serving individuals and families in pursuit of confidence and stewardship of their resources over time. The organization describes itself as focused on relationships built to endure, rather than wealth as the ultimate goal.

Section iconCompany Overview

Phone number
Website
fiatwm.com
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Fiat Wealth Management's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Fiat Wealth Management's revenue is estimated to be in the range of $25M - $50M

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.