Insights

Niche Industry Focus Two West Advisors specializes exclusively in retirement plan, endowment, and wealth management for small and medium-sized businesses, presenting an opportunity to target similar firms seeking tailored, conflict-free financial advice.

Growing Market Presence With a revenue range of 10 to 25 million and a dedicated team of 11 to 50 employees, the firm is expanding within a competitive financial advisory space, indicating potential for upselling and deeper service integration.

Technology Stack Utilizing tools like Google Analytics, Amazon SES, and various plugins, Two West Advisors demonstrates a commitment to leveraging technology for client engagement and operational efficiency, suggesting opportunities for advanced solutions or partnerships.

Industry Shift Leader Positioned at the forefront of transparency and industry change, the firm’s differentiation can be leveraged to attract clients interested in modern, ethical, and expert financial advisory services.

Client Loyalty & Expertise The firm’s focus on serving existing clients with trust and tailored advice highlights opportunities for building long-term relationships, cross-selling retirement and wealth management solutions to engaged small and medium-sized business clients.

Two West Advisors Tech Stack

Two West Advisors uses 8 technology products and services including RSS, Cookie Information, oEmbed, and more. Explore Two West Advisors's tech stack below.

  • RSS
    Content Management System
  • Cookie Information
    Cookie Compliance
  • oEmbed
    Dev Tools
  • Amazon Simple Email Service
    Email
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Cookie Information plugin
    Web Platform Extensions

Media & News

Two West Advisors's Email Address Formats

Two West Advisors uses at least 1 format(s):
Two West Advisors Email FormatsExamplePercentage
First@twowestadvisors.comJohn@twowestadvisors.com
47%
Last@twowestadvisors.comDoe@twowestadvisors.com
3%
First@twowestadvisors.comJohn@twowestadvisors.com
47%
Last@twowestadvisors.comDoe@twowestadvisors.com
3%

Frequently Asked Questions

Where is Two West Advisors's headquarters located?

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Two West Advisors's main headquarters is located at 9200 Ward Pkwy, Kansas City, Missouri, US. The company has employees across 2 continents, including North AmericaEurope.

What is Two West Advisors's phone number?

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You can contact Two West Advisors'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 Two West Advisors's official website and social media links?

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Two West Advisors's official website is twowestadvisors.com and has social profiles on LinkedIn.

What is Two West Advisors's SIC code NAICS code?

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Two West Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Two West Advisors have currently?

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As of January 2026, Two West Advisors has approximately 14 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: M. U.Chief Executive Officer: M. A.Chief Investment Officer; Managing Member: V. C.. Explore Two West Advisors's employee directory with LeadIQ.

What industry does Two West Advisors belong to?

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Two West Advisors operates in the Financial Services industry.

What technology does Two West Advisors use?

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Two West Advisors's tech stack includes RSSCookie InformationoEmbedAmazon Simple Email ServicejQuery MigratejQueryGoogle AnalyticsCookie Information plugin.

What is Two West Advisors's email format?

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Two West Advisors's email format typically follows the pattern of First@twowestadvisors.com. Find more Two West Advisors email formats with LeadIQ.

Two West Advisors

Financial ServicesUnited States11-50 Employees

Two West Advisors helps you solve your retirement plan, endowment or wealth management challenges. We are an independent Registered Investment Advisor, which means we work for you, conflict-free. 

Over a decade ago, we were formed under the belief that two people rowing in the same direction (west) with common goals, have a better chance of arriving at their destination than going at it alone. That theory holds true for not just our partnership formed in 2004, but applies to our valued client relationships as well. Together, we found a common passion and an opportunity to make a difference in an industry that was suffering from a lack of transparency and a whole lot of complexity.

Other firms claim to be better, we simply claim to be measurably different! We spend our time and energy dedicated to serving the retirement plan industry, and we have become specialists in an industry dominated by generalists.

We structured our business model to offer independent, transparent, unbiased and tailored retirement plan advice to our fellow small and medium-sized businesses. We have a proven track record of saving our clients time and money. As it turns out, we are at the crest of a wave of change in our industry and many now are following our lead.

If you are new to Two West Advisors, thanks for checking us out. We’d love to see how we can help you learn how to play the retirement plan game and win! Learn more at www.twowestadvisors.com.

If you are already one of our valued clients, thanks for believing that we could deliver on our promises and help you and your employees better prepare for your financial future.

Section iconCompany Overview

Headquarters
9200 Ward Pkwy, Kansas City, Missouri, US
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Two West Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Two West Advisors's revenue is estimated to be in the range of $10M$25M

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