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Insights

Growth Opportunity Mid-sized financial services firm with 11-50 employees and revenue in the 10M-25M range suggests an underserved segment for scalable wealth management solutions, advisor technology, and client onboarding infrastructure.

Tech Stack Fit Current tools include Wix, Zoho, Google Cloud, and Sentry, indicating a modern, cloud-based tech footprint. Sales can target integrated CRM, client portal enhancements, and marketing automation to improve efficiency and client experience.

Service Expansion As a full-service firm serving individuals and business owners, there is potential to upsell retirement planning, estate planning, and small business consulting packages to deepen wallet share.

Market Positioning Revenue in the tens of millions with smaller employee base positions Stonewater as a challenger seeking scale; opportunities exist to partner on tech-enabled advisory platforms or co-marketing with larger incumbents.

Competitive Differentiator Emphasize personalized financial information delivery and goal-based decision support as differentiators; tools and processes to improve client engagement and retention could unlock higher lifetime value and referrals.

Similar companies to Stonewater Wealth Management, Inc.

Stonewater Wealth Management, Inc. Tech Stack

Stonewater Wealth Management, Inc. uses 8 technology products and services including Wix, Zoho, Wix eCommerce, and more. Explore Stonewater Wealth Management, Inc.'s tech stack below.

  • Wix
    Content Management System
  • Zoho
    Customer Relationship Management
  • Wix eCommerce
    E-commerce
  • Google Cloud
    Infrastructure As A Service
  • Sentry
    Issue Trackers
  • Zepto
    Javascript Libraries
  • Envoy
    Load Balancers
  • Bootstrap
    UI Frameworks

Stonewater Wealth Management, Inc.'s Email Address Formats

Stonewater Wealth Management, Inc. uses at least 3 email formats:
Stonewater Wealth Management, Inc. Email FormatsExamplePercentage
First@stonewaterwealth.comJohn@stonewaterwealth.com
64%
FLast@stonewaterwealth.comJDoe@stonewaterwealth.com
18%
First.Last@stonewaterwealth.comJohn.Doe@stonewaterwealth.com
18%

Frequently Asked Questions

What is Stonewater Wealth Management, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Stonewater Wealth Management, Inc.'s main corporate office by phone at
+1-361-482-****
. 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 Stonewater Wealth Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconStonewater Wealth Management, Inc.'s official website is stonewaterwealth.com and has social profiles on LinkedIn.

How much revenue does Stonewater Wealth Management, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, Stonewater Wealth Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Stonewater Wealth Management, Inc.'s NAICS code?

Minus sign iconPlus sign iconStonewater Wealth Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Stonewater Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, Stonewater Wealth Management, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Ceo: M. S., Vice-President: D. D. and Business Office Manager: G. E. Explore Stonewater Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Stonewater Wealth Management, Inc. belong to?

Minus sign iconPlus sign iconStonewater Wealth Management, Inc. operates in the Financial Services industry.

What technology does Stonewater Wealth Management, Inc. use?

Minus sign iconPlus sign iconStonewater Wealth Management, Inc.'s tech stack includes Wix, Zoho, Wix eCommerce, Google Cloud, Sentry, Zepto, Envoy and Bootstrap.

What is Stonewater Wealth Management, Inc.'s email format?

Minus sign iconPlus sign iconStonewater Wealth Management, Inc.'s email format typically follows the pattern of First@stonewaterwealth.com. Find more Stonewater Wealth Management, Inc. email formats with LeadIQ.

When was Stonewater Wealth Management, Inc. founded?

Minus sign iconPlus sign iconStonewater Wealth Management, Inc. was founded in 2012.
Stonewater Wealth Management, Inc. logo

Stonewater Wealth Management, Inc.

Financial ServicesTexas, United States11-50 Employees

Stonewater Wealth Management, Inc. operates as a full-service financial services firm based in Corpus Christi, Texas. Its offerings encompass a broad array of financial products and services aimed at individuals, businesses, and business owners, with a focus on providing up-to-date financial information to help clients identify goals and make informed decisions. The company positions itself within the financial services industry by serving a diverse client base with guidance on achieving financial objectives, emphasizing clarity and accuracy in its information sharing. The organization serves the local market from its Corpus Christi location and remains a midsize firm within its sector, reflecting a workforce that supports its broad service scope. As a professional services firm, Stonewater Wealth Management, Inc. concentrates on helping clients navigate financial planning and related decisions without detailing revenue or funding information in the provided material.

Section iconCompany Overview

Phone number
+1-361-482-****
Website
stonewaterwealth.com
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Stonewater Wealth Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Ceo at Stonewater Wealth Management, Inc.
    M. S.
    Ceo
    Mobile Phone
  • Vice-President at Stonewater Wealth Management, Inc.
    D. D.
    Vice-President
    Mobile Phone
  • Business Office Manager at Stonewater Wealth Management, Inc.
    G. E.
    Business Office Manager
    Mobile Phone
  • Office Manager at Stonewater Wealth Management, Inc.
    B. P.
    Office Manager
    Mobile Phone
  • Sr. Wealth Advisor at Stonewater Wealth Management, Inc.
    R. H.
    Sr. Wealth Advisor
    Mobile Phone

Employee Directory

  • Bookkeeper at Stonewater Wealth Management, Inc.
    M. V.
    Bookkeeper
    Mobile Phone
  • Financial Advisor at Stonewater Wealth Management, Inc.
    R. L.
    Financial Advisor
    Mobile Phone
  • Accountant at Stonewater Wealth Management, Inc.
    M. B.
    Accountant
    Mobile Phone
  • Client Associate at Stonewater Wealth Management, Inc.
    C. D.
    Client Associate
    Mobile Phone
  • Accounting, Payroll Services at Stonewater Wealth Management, Inc.
    R. M.
    Accounting, Payroll Services
    Mobile Phone

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