LeadIQ logo
Learn more at LeadIQ.com

Insights

Loading spinner
Gathering insights about Wilson Financial, LLC.…

Wilson Financial, LLC. Tech Stack

Wilson Financial, LLC. uses 8 technology products and services including Open Graph, Webpack, Squarespace Commerce, and more. Explore Wilson Financial, LLC.'s tech stack below.

  • Open Graph
    Content Management System
  • Webpack
    Development
  • Squarespace Commerce
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Priority Hints
    Performance
  • Adobe Fonts
    Web Fonts
  • Sumo
    Widgets

Media & News

Wilson Financial, LLC.'s Email Address Formats

Wilson Financial, LLC. uses at least 1 format(s):
Wilson Financial, LLC. Email FormatsExamplePercentage
First@wilsonfinancialcpa.comJohn@wilsonfinancialcpa.com
100%

Frequently Asked Questions

Where is Wilson Financial, LLC.'s headquarters located?

Minus sign iconPlus sign iconWilson Financial, LLC.'s main headquarters is located at 225 North Richmond Street Suite 206 Appleton, Wisconsin United States. The company has employees across 1 continents, including North America.

What is Wilson Financial, LLC.'s phone number?

Minus sign iconPlus sign icon You can contact Wilson Financial, LLC.'s main corporate office by phone at
+1-920-830-****
. 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 Wilson Financial, LLC.'s official website and social media links?

Minus sign iconPlus sign iconWilson Financial, LLC.'s official website is wilsonfinancialcpa.com and has social profiles on LinkedIn.

What is Wilson Financial, LLC.'s SIC code NAICS code?

Minus sign iconPlus sign iconWilson Financial, LLC.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Wilson Financial, LLC. have currently?

Minus sign iconPlus sign iconAs of February 2026, Wilson Financial, LLC. has approximately 2 employees across 1 continents, including North America. Key team members include Co-Founder: T. W.Co-Owner & Marketing Coordinator: M. W.. Explore Wilson Financial, LLC.'s employee directory with LeadIQ.

What industry does Wilson Financial, LLC. belong to?

Minus sign iconPlus sign iconWilson Financial, LLC. operates in the Financial Services industry.

What technology does Wilson Financial, LLC. use?

Minus sign iconPlus sign iconWilson Financial, LLC.'s tech stack includes Open GraphWebpackSquarespace CommerceJSON-LDjQueryPriority HintsAdobe FontsSumo.

What is Wilson Financial, LLC.'s email format?

Minus sign iconPlus sign iconWilson Financial, LLC.'s email format typically follows the pattern of First@wilsonfinancialcpa.com. Find more Wilson Financial, LLC. email formats with LeadIQ.

When was Wilson Financial, LLC. founded?

Minus sign iconPlus sign iconWilson Financial, LLC. was founded in 2013.

Wilson Financial, LLC.

Financial ServicesWisconsin, United States2-10 Employees

Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm. We offer services statewide, with our office located in Appleton, WI. We provide high quality services at affordable rates, compared to many of the other Investment Advisors and large regional and national CPA and Tax Preparation firms. Our main areas of service are focused around Investment Management, Financial Planning, Tax Preparation, Small Business Accounting.

Section iconCompany Overview

Headquarters
225 North Richmond Street Suite 206 Appleton, Wisconsin United States
Phone number
+1-920-830-****
Website
wilsonfinancialcpa.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Wilson Financial, LLC.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Wilson Financial, LLC.'s revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    T. W.
    Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Co-Owner & Marketing Coordinator
    Phone icon
    Mobile Phone

Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.