Insights

Growth potential Mid-market financial services firm with 11-50 employees and revenue in the 10M-25M range presents a target for expanded wealth management services, technology-enabled planning, and scalable solutions to support client acquisition and retention.

Tech stack fit Current technology footprint includes web and marketing tools (WordPress, DoubleClick Floodlight, Cloudflare, JSON-LD, jQuery, Elementor) suggesting openness to digital marketing enhancements, CRM integrations, and secure data handling improvements to elevate client experience.

Regulatory readiness Explicit emphasis on advertising compliance and oversight by regulators indicates a need for robust compliance tooling, surveillance, and document retention solutions to streamline regulatory audits and minimize risk.

Brand positioning Note of strategic positioning as a climbing metaphor for helping clients ascend financially suggests opportunities to craft premium advisory offerings, thought leadership programs, and targeted campaigns to attract affluent or growth-minded clients.

Competitive landscape Operating in a space alongside large firms with extensive scale highlights the sales opportunity for personalized, high-touch services, white-glove client experience, and scalable technologies tailored to mid-market wealth management needs.

Piton Wealth Tech Stack

Piton Wealth uses 8 technology products and services including DoubleClick Floodlight, Cloudflare, WordPress, and more. Explore Piton Wealth's tech stack below.

  • DoubleClick Floodlight
    Advertising
  • Cloudflare
    Content Management System
  • WordPress
    Content Management System
  • MySQL
    Database
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Elementor
    Page Builders
  • X-XSS-Protection
    Security

Piton Wealth's Email Address Formats

Piton Wealth uses at least 2 format(s):
Piton Wealth Email FormatsExamplePercentage
First.Last@thrivent.comJohn.Doe@thrivent.com
95%
Last.First@thrivent.comDoe.John@thrivent.com
3%
FirstLast@thrivent.comJohnDoe@thrivent.com
1%
LFirst@thrivent.comDJohn@thrivent.com
1%
First.Last@pitonwealth.comJohn.Doe@pitonwealth.com
100%

Frequently Asked Questions

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

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Piton Wealth's official website is pitonwealth.com and has social profiles on LinkedIn.

How much revenue does Piton Wealth generate?

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As of July 2026, Piton Wealth's annual revenue is estimated to be $10M - $25M.

What is Piton Wealth's NAICS code?

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

How many employees does Piton Wealth have currently?

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As of July 2026, Piton Wealth has approximately 12 employees across 1 continents, including North America. Key team members include Chief Operations Officer: S. K.Vice President Corporate Operations Services: D. K.Founder Chief Executive Officer: M. C.. Explore Piton Wealth's employee directory with LeadIQ.

What industry does Piton Wealth belong to?

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Piton Wealth operates in the Financial Services industry.

What technology does Piton Wealth use?

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Piton Wealth's tech stack includes DoubleClick FloodlightCloudflareWordPressMySQLJSON-LDjQueryElementorX-XSS-Protection.

What is Piton Wealth's email format?

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Piton Wealth's email format typically follows the pattern of First.Last@thrivent.com. Find more Piton Wealth email formats with LeadIQ.

When was Piton Wealth founded?

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Piton Wealth was founded in 2002.
Piton Wealth logo

Piton Wealth

Financial ServicesWashington, United States11-50 Employees

Piton Wealth operates in the financial services sector, offering comprehensive financial planning to help clients reach their stated goals. Based in Kennewick, Washington, the firm serves individuals within a regional setting and supports a client base that seeks guidance on achieving greater financial ascent. The organization functions in collaboration with Thrivent Advisor Network, LLC, with advisory services delivered under a doing business as arrangement, while emphasizing a relationship that is not an affiliated entity of Thrivent. The business emphasizes client interactions across various platforms, including third-party websites and social media, noting that such engagements may be treated as advertising under securities regulations and may be reviewed by regulators. Overall, Piton Wealth positions itself as a practitioner of thorough financial planning within the broader financial services landscape, aligning its offerings with clients aiming to improve their financial outcomes. A recent development involves its engagement with Thrivent Advisor Network, indicating ongoing collaboration within a networked advisory framework.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Piton Wealth's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Piton Wealth's revenue is estimated to be in the range of $10M - $25M

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