Insights

Niche Specialization Stravolo Wealth Management's focus on serving CPAs offers opportunities to develop tailored financial solutions that leverage their unique client network and professional expertise, allowing for highly personalized service offerings.

Technology Adoption The company utilizes a diverse suite of digital tools such as Hotjar, Datadog, and FMG Suite, which suggests openness to innovative tech integrations; this opens avenues for providing enhanced digital financial planning services or cybersecurity solutions.

Market Positioning With a modest team size and a revenue range of 1 to 10 million dollars, Stravolo Wealth Management presents an opportunity for scalable growth through strategic partnerships, like technology vendors or financial product providers, to expand its service offerings.

Growth Potential Operating in the competitive but segmented financial services industry close to larger firms, there are opportunities to differentiate through specialized services for CPA clients or regional market expansion to increase market share.

Financial Service Trends Given the company's aligned focus with the evolving wealth management landscape, there is potential to introduce innovative financial planning tools or investment products that cater specifically to professional service providers' clients, supporting targeted marketing initiatives.

Stravolo Wealth Management Tech Stack

Stravolo Wealth Management uses 8 technology products and services including Hotjar, Cloudflare, FMG Suite, and more. Explore Stravolo Wealth Management's tech stack below.

Hotjar

Analytics

Cloudflare

Content Management System

FMG Suite

Content Marketing

JSON-LD

Javascript Frameworks

Datadog

Real User Monitoring

YouTube

Video Players

Adobe Fonts

Web Fonts

Facebook

Widgets

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

Where is Stravolo Wealth Management's headquarters located?

Stravolo Wealth Management's main headquarters is located at 775 Spartan Boulevard, Suite 105. The company has employees across 1 continents, including North America.

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.

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 December 2025, Stravolo Wealth Management has approximately 9 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 HotjarCloudflareFMG SuiteJSON-LDDatadogYouTubeAdobe FontsFacebook.

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 9 employees.

Q: What technology does Stravolo Wealth Management use?

Stravolo Wealth Management's tech stack includes PHP, Facebook, Google Tag Manager, Hotjar, jQuery.

Financial ServicesSouth Carolina, United States2-10 Employees

Stravolo Wealth Management is based in Spartanburg, South Carolina.  The firm specializes in helping CPAs provide their clients with customized personal financial planning services.  Stravolo Wealth Management was founded by Steve Stravolo, a CPA and Investment Adviser Representative, who realized CPAs are positioned perfectly to help their clients plan for the future.  Furthermore, certain CPAs are driven by a sense of duty to protect their clients and help them truly gain a better understanding of their financial future.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org).

The financial professionals associated with Stravolo Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Insights

Similar companies to Stravolo Wealth Management

Charles Schwab

Ameriprise Financial

Fidelity Investments

Vanguard

LPL Financial

Merrill Lynch

Morgan Stanley

Edward Jones