Insights

Growth Through Acquisition Recent acquisition by Foster Denovo Limited indicates a strategic expansion move and potential integration of Wade Financial Advisory's client base, representing an opportunity to offer complementary services or technology solutions that facilitate seamless integration and retention.

High-Value Client Focus Serving successful business owners, executives, and high-net-worth families suggests opportunities to provide premium financial planning, estate planning, and tax services, emphasizing tailored solutions to meet their complex financial needs.

Technology Adoption Utilizing a range of digital tools and marketing platforms such as LinkedIn Ads, Pardot, and WP Engine indicates openness to innovative technology solutions, creating prospects for advanced financial advisory software, CRM enhancements, or digital client engagement tools.

Market Presence in Silicon Valley Strategic location in Silicon Valley with a focus on local communities provides an opening to expand digital marketing efforts, brand visibility, and targeted outreach to other high-growth, tech-savvy clients and businesses.

Revenue and Growth Potential With an estimated revenue between $10 million and $25 million and a small team, Wade Financial Advisory presents an opportunity for scalable solutions that can streamline operations, improve client management, and support future growth amid competitive local and national financial markets.

Wade Financial Advisory, Inc. Tech Stack

Wade Financial Advisory, Inc. uses 8 technology products and services including LinkedIn Ads, RSS, Font Awesome, and more. Explore Wade Financial Advisory, Inc.'s tech stack below.

LinkedIn Ads

Advertising

RSS

Content Management System

Font Awesome

Font Scripts

Pardot

Marketing

Google Code Prettify

Miscellaneous

WP Engine

Platform As A Service

ZURB Foundation

UI Frameworks

Vimeo

Video Players

Wade Financial Advisory, Inc. Email Formats	Example	Percentage
First@wadefa.com	John@wadefa.com	43%
Last@wadefa.com	Doe@wadefa.com	22%
FLast@wadefa.com	JDoe@wadefa.com	22%
First.Last@wadefa.com	John.Doe@wadefa.com	13%

Wade Financial Advisory, Inc. Email Formats

Example

Percentage

First@wadefa.com

John@wadefa.com

43%

Last@wadefa.com

Doe@wadefa.com

22%

FLast@wadefa.com

JDoe@wadefa.com

22%

First.Last@wadefa.com

John.Doe@wadefa.com

13%

Frequently Asked Questions

Where is Wade Financial Advisory, Inc.'s headquarters located?

Wade Financial Advisory, Inc.'s main headquarters is located at 2105 South Bascom Avenue Suite #110 Campbell, California 95008 United States. The company has employees across 1 continents, including North America.

What is Wade Financial Advisory, Inc.'s phone number?

You can contact Wade Financial Advisory, Inc.'s main corporate office by phone at

+1-408-369-****

. 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 Wade Financial Advisory, Inc.'s official website and social media links?

Wade Financial Advisory, Inc.'s official website is wadefa.com and has social profiles on LinkedIn.

What is Wade Financial Advisory, Inc.'s NAICS code?

Wade Financial Advisory, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Wade Financial Advisory, Inc. have currently?

As of February 2026, Wade Financial Advisory, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Portfolio Management Associate: C. N.Administrative Assistant: S. G.Client Service Associate And Paraplanner: C. O.. Explore Wade Financial Advisory, Inc.'s employee directory with LeadIQ.

What industry does Wade Financial Advisory, Inc. belong to?

Wade Financial Advisory, Inc. operates in the Financial Services industry.

What technology does Wade Financial Advisory, Inc. use?

Wade Financial Advisory, Inc.'s tech stack includes LinkedIn AdsRSSFont AwesomePardotGoogle Code PrettifyWP EngineZURB FoundationVimeo.

What is Wade Financial Advisory, Inc.'s email format?

Wade Financial Advisory, Inc.'s email format typically follows the pattern of First@wadefa.com. Find more Wade Financial Advisory, Inc. email formats with LeadIQ.

When was Wade Financial Advisory, Inc. founded?

Wade Financial Advisory, Inc. was founded in 1992.

Wade Financial Advisory, Inc.

Q: How many employees does Wade Financial Advisory, Inc. have currently?

Wade Financial Advisory, Inc. has approximately 6 employees.

Q: What technology does Wade Financial Advisory, Inc. use?

Wade Financial Advisory, Inc.'s tech stack includes particles.js, jQuery UI, jQuery Migrate, Astra, oEmbed.

Q: What is Wade Financial Advisory, Inc.'s NAICS code?

Wade Financial Advisory, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Wade Financial Advisory, Inc. is a fee-only financial planning firm based in Campbell, CA, and serving the Silicon Valley. A Registered Investment Advisor (RIA), we deliver comprehensive financial services—financial planning, investment management, and tax planning and preparation—all at a single location convenient to Los Altos, Los Gatos, Palo Alto, San Jose, and the surrounding Silicon Valley communities. Driven by core values of integrity, expertise and service, our mission is to partner, educate, and guide every client to provide financial peace of mind.

Our clients—successful business owners, driven executives, individuals and families with complex financial lives—reside in an area that is rife with change. As a result, their financial needs are constantly changing, requiring an unusually high level of care and attention. At Wade Financial Advisory, our services are designed specifically to address the full scope of this complexity, including taxes, investments, risk management, real estate, retirement, and estate planning. As fee-only planners and fiduciaries, we receive no commissions or referral fees for any of the solutions we recommend, ensuring that our advice is 100% unbiased and focused solely on our clients' best interests. 

We invite you to contact us today at 408-369-7399 to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial peace of mind.

Insights

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