Insights

Independent advisory Target Woita & Associates as a potential partner for high-touch, independent financial planning services that value personalized client care and holistic financial solutions.

Small firm scale Leverage opportunities to provide scalable tools and services tailored for a small firm with 2-10 employees, focusing on cost-effective technology, analytics, and client onboarding enhancements.

Technology needs Position digital marketing analytics, website optimization, and secure client onboarding as areas to improve simplicity, transparency, and client engagement for a tech-friendly advisory practice.

Growth readiness With revenue in the low to mid single digits and mix of resources, offer growth enablement solutions such as practice management, CRM integration, and financial planning software to support one-to-many client servicing.

Competitive landscape Benchmark Woita & Associates against larger regional players to highlight competitive advantages in personalized service and independent oversight, while offering scalable partnerships that complement their offerings.

Woita & Associates Tech Stack

Woita & Associates uses 3 technology products and services including Font Awesome, jQuery, Google Analytics, and more. Explore Woita & Associates's tech stack below.

  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics

Woita & Associates's Email Address Formats

Woita & Associates uses at least 1 format(s):
Woita & Associates Email FormatsExamplePercentage
First@woitaplanning.comJohn@woitaplanning.com
75%
FirstL@woitaplanning.comJohnD@woitaplanning.com
17%
First.Last@woitaplanning.comJohn.Doe@woitaplanning.com
8%

Frequently Asked Questions

What is Woita & Associates's phone number?

Minus sign iconPlus sign icon
You can contact Woita & Associates'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 Woita & Associates's official website and social media links?

Minus sign iconPlus sign icon
Woita & Associates's official website is woitaplanning.com and has social profiles on LinkedIn.

How much revenue does Woita & Associates generate?

Minus sign iconPlus sign icon
As of July 2026, Woita & Associates's annual revenue is estimated to be $1M - $10M.

What is Woita & Associates's NAICS code?

Minus sign iconPlus sign icon
Woita & Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Woita & Associates have currently?

Minus sign iconPlus sign icon
As of July 2026, Woita & Associates has approximately 8 employees across 1 continents, including North America. Key team members include Director Of Planning: Z. D.Manager, Operations: S. S.Client Service Associate: B. B.. Explore Woita & Associates's employee directory with LeadIQ.

What industry does Woita & Associates belong to?

Minus sign iconPlus sign icon
Woita & Associates operates in the Financial Services industry.

What technology does Woita & Associates use?

Minus sign iconPlus sign icon
Woita & Associates's tech stack includes Font AwesomejQueryGoogle Analytics.

What is Woita & Associates's email format?

Minus sign iconPlus sign icon
Woita & Associates's email format typically follows the pattern of First@woitaplanning.com. Find more Woita & Associates email formats with LeadIQ.
Woita & Associates logo

Woita & Associates

Financial ServicesWisconsin, United States2-10 Employees

Woita & Associates is a small independent financial services firm based in Altoona, Wisconsin. Its practice centers on helping individuals and businesses by assembling a holistic view of their financial situations, with an emphasis on offering accessible, innovative tools to address specific client needs. The firm describes its approach as team-oriented and supported by established professionals and resources, aiming to provide reassurance that clients’ personal, business, and financial futures are being considered.

Serving a niche within the financial services sector, Woita & Associates positions itself as a collaborative, client-focused advisor capable of handling complex financial scenarios through a comprehensive, integrated service model. Though the firm emphasizes its independence, it operates from Altoona with a small professional team, suggesting a personalized, high-touch engagement for clients seeking tailored financial planning and advisory support.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Woita & Associates's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Woita & Associates's revenue is estimated to be in the range of $1M - $10M

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.