Insights

Strong Revenue Growth Annex Wealth Management demonstrates robust revenue generation with an estimated range of 100 to 250 million dollars, indicating a healthy financial position and potential for investing in advanced financial technology solutions or expanding client services.

Growing Market Presence The company’s recent office relocation to a prominent location in Brookfield and its active community engagement through partnerships with local organizations suggest opportunities to offer localized marketing solutions and community-focused financial products.

Technology Adoption Annex's use of diverse platforms like eMoney, Google Analytics, and AI tools such as Bard reflects a commitment to innovative technology, presenting opportunities to introduce advanced data analytics, CRM, and automation solutions to enhance client engagement.

Leadership Expansion The appointment of a new COO and COO Jeff Pierce indicates strategic leadership growth, which can be leveraged to promote executive training solutions, leadership development tools, or consulting services tailored to expanding advisory firms.

Community & Employee Engagement Recent initiatives including food drives, internships, and sports partnerships show a focus on community involvement and talent development, opening avenues for partnership in employee engagement platforms, CSR solutions, and industry networking opportunities.

Similar companies to Annex Wealth Management

Annex Wealth Management Tech Stack

Annex Wealth Management uses 8 technology products and services including eMoney, 33Across, Shopify, and more. Explore Annex Wealth Management's tech stack below.

eMoney
Accounting
33Across
Advertising
Shopify
E-commerce
Pardot
Marketing
Paylocity
Recruitment Marketing
YouTube
Video Players
Google Analytics
Web Analytics
FitVids.js
Web Tools And Plugins

Media & News

Annex Wealth Management's Email Address Formats

Annex Wealth Management uses at least 1 format(s):

Annex Wealth Management Email Formats	Example	Percentage
FLast@annexwealth.com	JDoe@annexwealth.com	96%
FirstLast@annexwealth.com	JohnDoe@annexwealth.com	2%
LastF@annexwealth.com	DoeJ@annexwealth.com	1%
FMiddleLast@annexwealth.com	JMichaelDoe@annexwealth.com	1%

Frequently Asked Questions

Where is Annex Wealth Management's headquarters located?

Annex Wealth Management's main headquarters is located at 17950 West Corporate Drive, Suite 300. The company has employees across 4 continents, including North AmericaAsiaAfrica.

What is Annex Wealth Management's phone number?

You can contact Annex Wealth Management's main corporate office by phone at

+1-262-786-****

. 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 Annex Wealth Management's official website and social media links?

Annex Wealth Management's official website is annexwealth.com and has social profiles on LinkedIn.

What is Annex Wealth Management's NAICS code?

Annex Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Annex Wealth Management have currently?

As of December 2025, Annex Wealth Management has approximately 159 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Chief Operating Officer: S. D.Chief Financial Officer: K. R.Chief Growth Officer: M. B.. Explore Annex Wealth Management's employee directory with LeadIQ.

What industry does Annex Wealth Management belong to?

Annex Wealth Management operates in the Financial Services industry.

What technology does Annex Wealth Management use?

Annex Wealth Management's tech stack includes eMoney33AcrossShopifyPardotPaylocityYouTubeGoogle AnalyticsFitVids.js.

What is Annex Wealth Management's email format?

Annex Wealth Management's email format typically follows the pattern of FLast@annexwealth.com. Find more Annex Wealth Management email formats with LeadIQ.

Annex Wealth Management

Q: How many employees does Annex Wealth Management have currently?

Annex Wealth Management has approximately 159 employees.

Q: What technology does Annex Wealth Management use?

Annex Wealth Management's tech stack includes oEmbed, Microsoft, FactSet, Google Analytics, Paylocity.

Financial ServicesWisconsin, United States51-200 Employees

Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. 

We believe that integrity, customer service and hard work are the foundations for everything else we do.  We are committed to working with our clients as a fiduciary providing independent and unbiased advice.  In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.