Wescott Financial Advisory Group, LLC Tech Stack

Wescott Financial Advisory Group, LLC uses 8 technology products and services including Varnish, Anaplan, Perplexity AI, and more. Explore Wescott Financial Advisory Group, LLC's tech stack below.

Varnish

Caching

Anaplan

Corporate Performance Management

Perplexity AI

Generative Ai

SAML

Identity And Access Management

Apple Sign-in

Identity Verification

Hadoop

Programming Languages

Elasticsearch

Search Engines

Patreon

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Wescott Financial Advisory Group, LLC's Email Address Formats

Wescott Financial Advisory Group, LLC uses at least 2 format(s):

Wescott Financial Advisory Group, LLC Email Formats	Example	Percentage
FLast@wescott.com	JDoe@wescott.com	100%
First.Last@linktr.ee	John.Doe@linktr.ee	87%
FirstLast@linktr.ee	JohnDoe@linktr.ee	8%
First@linktr.ee	John@linktr.ee	3%
FirstL@linktr.ee	JohnD@linktr.ee	2%

Wescott Financial Advisory Group, LLC Email Formats

Example

Percentage

FLast@wescott.com

JDoe@wescott.com

100%

First.Last@linktr.ee

John.Doe@linktr.ee

87%

FirstLast@linktr.ee

JohnDoe@linktr.ee

First@linktr.ee

John@linktr.ee

FirstL@linktr.ee

JohnD@linktr.ee

Frequently Asked Questions

What is Wescott Financial Advisory Group, LLC's phone number?

You can contact Wescott Financial Advisory Group, LLC's main corporate office by phone at

+1-215-979-****

. 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 Wescott Financial Advisory Group, LLC's official website and social media links?

Wescott Financial Advisory Group, LLC's official website is linktr.ee and has social profiles on LinkedIn.

What is Wescott Financial Advisory Group, LLC's NAICS code?

Wescott Financial Advisory Group, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Wescott Financial Advisory Group, LLC have currently?

As of December 2025, Wescott Financial Advisory Group, LLC has approximately 52 employees across 2 continents, including North AmericaEurope. Key team members include President, Chief Operating Officer And Chief Compliance Officer: C. D.Founder & Ceo: G. R.Partner: M. M.. Explore Wescott Financial Advisory Group, LLC's employee directory with LeadIQ.

What industry does Wescott Financial Advisory Group, LLC belong to?

Wescott Financial Advisory Group, LLC operates in the Investment Management industry.

What technology does Wescott Financial Advisory Group, LLC use?

Wescott Financial Advisory Group, LLC's tech stack includes VarnishAnaplanPerplexity AISAMLApple Sign-inHadoopElasticsearchPatreon.

What is Wescott Financial Advisory Group, LLC's email format?

Wescott Financial Advisory Group, LLC's email format typically follows the pattern of FLast@wescott.com. Find more Wescott Financial Advisory Group, LLC email formats with LeadIQ.

When was Wescott Financial Advisory Group, LLC founded?

Wescott Financial Advisory Group, LLC was founded in 1987.

Wescott Financial Advisory Group, LLC

Investment ManagementPennsylvania, United States51-200 Employees

Experience Life-Minded Wealth® with Wescott 

At Wescott Financial Advisory, we take you beyond wealth management to achieve Life-Minded Wealth®. This personalized approach aligns your financial decisions with your life objectives, aspirations, and values . . . bringing more meaning to your assets than a narrow set of financial metrics. 

Wescott gives you... 

– A holistic wealth management team, including estate, tax, investment and insurance experts 
– Progress tracking with PerfectScore® so you always know you’re right on target 
– Boutique service with proactive communication and planning 

We’re proud to serve you as a certified B-Corp and an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Harleysville and Miami.

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