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Gathering insights about Washington Crossing Advisors

Washington Crossing Advisors Tech Stack

Washington Crossing Advisors uses 8 technology products and services including Envestnet, Microsoft SQL Server, Nice Actimize, and more. Explore Washington Crossing Advisors's tech stack below.

  • Envestnet
    Accounting And Finance
  • Microsoft SQL Server
    Database
  • Nice Actimize
    Fraud Detection And Prevention
  • Azure Active Directory
    Identity And Access Management
  • AngularJS
    Javascript Frameworks
  • Office 365
    Office Suites
  • Vimeo
    Video Players
  • Adobe Creative Suite
    Visualisation Software

Media & News

Washington Crossing Advisors's Email Address Formats

Washington Crossing Advisors uses at least 2 format(s):
Washington Crossing Advisors Email FormatsExamplePercentage
First.Last@washingtoncrossingadvisors.comJohn.Doe@washingtoncrossingadvisors.com
67%
FLast@washingtoncrossingadvisors.comJDoe@washingtoncrossingadvisors.com
33%
LastF@stifel.comDoeJ@stifel.com
64%
First.Last@stifel.comJohn.Doe@stifel.com
20%
FLast@stifel.comJDoe@stifel.com
13%
LastFi@stifel.comDoeJo@stifel.com
3%

Frequently Asked Questions

What is Washington Crossing Advisors's official website and social media links?

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Washington Crossing Advisors's official website is stifel.com and has social profiles on LinkedIn.

What is Washington Crossing Advisors's NAICS code?

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Washington Crossing Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Washington Crossing Advisors have currently?

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As of December 2025, Washington Crossing Advisors has approximately 19 employees across 1 continents, including North America. Key team members include Client Portfolio Manager: J. B.Senior Portfolio Manager: C. M.Senior Portfolio Manager: K. C.. Explore Washington Crossing Advisors's employee directory with LeadIQ.

What industry does Washington Crossing Advisors belong to?

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Washington Crossing Advisors operates in the Financial Services industry.

What technology does Washington Crossing Advisors use?

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Washington Crossing Advisors's tech stack includes EnvestnetMicrosoft SQL ServerNice ActimizeAzure Active DirectoryAngularJSOffice 365VimeoAdobe Creative Suite.

What is Washington Crossing Advisors's email format?

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Washington Crossing Advisors's email format typically follows the pattern of First.Last@washingtoncrossingadvisors.com. Find more Washington Crossing Advisors email formats with LeadIQ.

When was Washington Crossing Advisors founded?

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Washington Crossing Advisors was founded in 2000.

Washington Crossing Advisors

Financial ServicesNew Jersey, United States11-50 Employees

Washington Crossing Advisors is a registered investment advisor and
wholly-owned subsidiary of Stifel Financial Corp. WCA helps supervise
and manage over $10 billion in discretionary assets for individuals and
institutions. Proprietary strategies include equity, fixed income, balanced,
and asset allocation.

The team is managed by Kevin R. Caron and Chad A. Morganlander, who
cofounded Washington Crossing Advisors. Washington Crossing Advisors
views on investing and markets are regularly sought by national media outlets, including CNBC, Bloomberg, Fox Business News, The Wall Street Journal, Forbes, and Reuters. 

The Washington Crossing Advisors management team
has served financial advisors and their clients for over 25 years.

Learn more: www.washingtoncrossingadvisors.com/

Section iconCompany Overview

Website
stifel.com
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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