Insights

Market Position Avalon Wealth Advisory operates within the financial services industry with a mid-sized team, suggesting a potential openness to strategic partnerships or technology solutions aimed at expanding client offerings and operational efficiency.

Revenue Opportunity With an annual revenue between 25 million and 50 million, Avalon Wealth is financially stable and may be interested in financial products, managing tools, or advisory services that support scaling their operations.

Technology Usage Utilizing a modern tech stack with tools like Microsoft 365, jQuery, and SEO plugins indicates a focus on digital engagement and operational efficiency, presenting opportunities for innovative tech integrations or cybersecurity solutions.

Industry Trends As a financial advisory firm, Avalon is likely impacted by evolving market trends such as digital transformation, regulatory changes, and client demand for personalized, technologically-enabled services, providing avenues for targeted consulting or fintech solutions.

Growth Potential Compared to larger competitors, Avalon’s smaller scale offers a niche opportunity to deliver customized services, client acquisition strategies, or advanced analytics tools designed to enhance their competitive positioning in a crowded market.

Similar companies to Avalon Wealth Advisory

Avalon Wealth Advisory Tech Stack

Avalon Wealth Advisory uses 8 technology products and services including oEmbed, Microsoft 365, JSON-LD, and more. Explore Avalon Wealth Advisory's tech stack below.

oEmbed
Dev Tools
Microsoft 365
Email
JSON-LD
Javascript Frameworks
jQuery
Javascript Libraries
jQuery Migrate
Javascript Libraries
Elementor
Page Builders
Yoast SEO
Search Engines
Nginx
Web Servers

Media & News

Avalon Wealth Advisory's Email Address Formats

Avalon Wealth Advisory uses at least 1 format(s):

Avalon Wealth Advisory Email Formats	Example	Percentage
First@avalonwealth.com	John@avalonwealth.com	48%
F.Last@avalonwealth.com	J.Doe@avalonwealth.com	2%
First@avalonwealth.com	John@avalonwealth.com	48%
F.Last@avalonwealth.com	J.Doe@avalonwealth.com	2%

Frequently Asked Questions

Where is Avalon Wealth Advisory's headquarters located?

Avalon Wealth Advisory's main headquarters is located at 9775 Crosspoint Blvd., Suite 110 Indianapolis, IN 46256, US. The company has employees across 1 continents, including North America.

What is Avalon Wealth Advisory's phone number?

You can contact Avalon Wealth Advisory's main corporate office by phone at

+1-317-567-****

. 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 Avalon Wealth Advisory's official website and social media links?

Avalon Wealth Advisory's official website is avalonwealth.com and has social profiles on LinkedIn.

What is Avalon Wealth Advisory's SIC code NAICS code?

Avalon Wealth Advisory's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Avalon Wealth Advisory have currently?

As of December 2025, Avalon Wealth Advisory has approximately 18 employees across 1 continents, including North America. Key team members include Implementation Associate: G. R.Associate: P. D.. Explore Avalon Wealth Advisory's employee directory with LeadIQ.

What industry does Avalon Wealth Advisory belong to?

Avalon Wealth Advisory operates in the Financial Services industry.

What technology does Avalon Wealth Advisory use?

Avalon Wealth Advisory's tech stack includes oEmbedMicrosoft 365JSON-LDjQueryjQuery MigrateElementorYoast SEONginx.

What is Avalon Wealth Advisory's email format?

Avalon Wealth Advisory's email format typically follows the pattern of First@avalonwealth.com. Find more Avalon Wealth Advisory email formats with LeadIQ.

When was Avalon Wealth Advisory founded?

Avalon Wealth Advisory was founded in 1999.

Avalon Wealth Advisory

Q: How many employees does Avalon Wealth Advisory have currently?

Avalon Wealth Advisory has approximately 18 employees.

Q: What technology does Avalon Wealth Advisory use?

Avalon Wealth Advisory's tech stack includes Font Awesome, Google Analytics, JSON-LD, jQuery, Twemoji.

Financial ServicesUnited States11-50 Employees

Avalon Wealth Advisory is a financial planning firm focused on providing strategic, actionable insights to our clients through a coordinated approach designed to make their lives easier.