Insights

Niche CPA Partner Target Stravolo Wealth Management as a strategic partner for CPAs seeking to offer integrated personal financial planning to their clients, highlighting co-branded services and joint-marketing opportunities.

SMB Focused Leverage the firm’s small size and regional base in Spartanburg, SC to propose scalable, cost-efficient financial technology solutions and concierge advisory services tailored to small advisory teams.

Technology Footprint Position services around the existing tech stack (Drupal, Google Analytics, Datadog, Piwik PRO) to offer enhanced client experience analytics, data security, and marketing attribution for growth campaigns.

Compliance & Trust Emphasize solutions that strengthen regulatory compliance and custodian oversight (FINRA/SIPC alignment, LPL Financial relationship) to reassure risk-conscious prospects and facilitate referrals from CPAs.

Revenue Synergy Propose fee-management, performance reporting, and scalable advisory tooling to support revenue growth from current $10M–$25M range, with upsell opportunities in advanced planning and holistic wealth management.

Stravolo Wealth Management Tech Stack

Stravolo Wealth Management uses 8 technology products and services including Amazon Advertising, Open Graph, Drupal, and more. Explore Stravolo Wealth Management's tech stack below.

Amazon Advertising

Advertising

Open Graph

Content Management System

Drupal

Content Management System

JSON-LD

Javascript Frameworks

Datadog

Real User Monitoring

Google Analytics

Web Analytics

Piwik PRO Core

Web Analytics

Adobe Fonts

Web Fonts

Stravolo Wealth Management Email Formats	Example	Percentage
First@stravolo.com	John@stravolo.com	100%

Stravolo Wealth Management Email Formats

Example

Percentage

First@stravolo.com

John@stravolo.com

100%

Frequently Asked Questions

What is Stravolo Wealth Management's phone number?

You can contact Stravolo Wealth Management's main corporate office by phone at

+1-864-587-****

. 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 Stravolo Wealth Management's official website and social media links?

Stravolo Wealth Management's official website is stravolowealth.com and has social profiles on LinkedIn.

How much revenue does Stravolo Wealth Management generate?

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

What is Stravolo Wealth Management's NAICS code?

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

How many employees does Stravolo Wealth Management have currently?

As of July 2026, Stravolo Wealth Management has approximately 10 employees across 1 continents, including North America. Key team members include Partner: W. G.Certified Financial Planner: K. P.Client Service Professional: K. C.. Explore Stravolo Wealth Management's employee directory with LeadIQ.

What industry does Stravolo Wealth Management belong to?

Stravolo Wealth Management operates in the Financial Services industry.

What technology does Stravolo Wealth Management use?

Stravolo Wealth Management's tech stack includes Amazon AdvertisingOpen GraphDrupalJSON-LDDatadogGoogle AnalyticsPiwik PRO CoreAdobe Fonts.

What is Stravolo Wealth Management's email format?

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

When was Stravolo Wealth Management founded?

Stravolo Wealth Management was founded in 2007.

Stravolo Wealth Management

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

Stravolo Wealth Management has approximately 10 employees.

Q: What technology does Stravolo Wealth Management use?

Stravolo Wealth Management's tech stack includes Section.io, Font Awesome, Google Analytics, reCAPTCHA, Open Graph.

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

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

Financial ServicesSouth Carolina, United States2-10 Employees

Stravolo Wealth Management is a financial services firm based in Spartanburg, South Carolina, that specializes in helping CPAs provide customized personal financial planning to their clients. It was founded by Steve Stravolo, a CPA and Investment Adviser Representative, who saw the CPA-client relationship as a natural channel for future planning and financial education. The firm offers securities and advisory services through LPL Financial, a registered investment adviser, anchoring its operations in a broader advisory network.

Its target market includes CPAs and the clients they serve, with a focus on tailored financial guidance delivered through collaborative partnerships. The company operates with a small team, reflecting a specialized, adviser-led approach within the financial services landscape. For compliance, the firm's professionals transact only with residents of states where they are properly registered or licensed, under the framework of LPL Financial's regulatory environment.

Insights

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