Insights

Growing Client Base Copper Leaf Financial has demonstrated growth in recent hires and promotions, indicating an expanding client service team which may require scalable technological solutions or enhanced client engagement tools.

Sustainable Investment Focus The company's specialization in sustainable investing and philanthropic planning presents opportunities to introduce ESG-focused financial products and advanced portfolio management solutions tailored to their client demographics.

Technology Adoption Utilizing a diverse tech stack including PWA, WordPress Multisite, and data tools suggests openness to digital modernization; exploring strategic technology partnerships could support their growth ambitions.

Market Positioning With revenue estimates between 1 million and 10 million and serving a niche of high-net-worth individuals, there is potential to upsell premium financial planning tools, compliance solutions, or specialized investment platforms.

Operational Expansion Recent staffing developments and promotions highlight ongoing operational scaling, creating opportunities for process automation, client management software, or back-office solutions to improve efficiency.

Copper Leaf Financial Tech Stack

Copper Leaf Financial uses 8 technology products and services including The Trade Desk, oEmbed, jQuery, and more. Explore Copper Leaf Financial's tech stack below.

The Trade Desk

Advertising

oEmbed

Dev Tools

jQuery

Javascript Libraries

Google Maps

Maps

PWA

Miscellaneous

PHP

Programming Languages

HSTS

Security

WordPress Multisite

Web Hosting

Copper Leaf Financial Email Formats	Example	Percentage
First@copperleaffinancial.com	John@copperleaffinancial.com	89%
FirstL@copperleaffinancial.com	JohnD@copperleaffinancial.com	11%

Copper Leaf Financial Email Formats

Example

Percentage

First@copperleaffinancial.com

John@copperleaffinancial.com

89%

FirstL@copperleaffinancial.com

JohnD@copperleaffinancial.com

11%

Frequently Asked Questions

Where is Copper Leaf Financial's headquarters located?

Copper Leaf Financial's main headquarters is located at 33 Blair Park Road Williston, Vermont 05495 United States. The company has employees across 1 continents, including North America.

What is Copper Leaf Financial's phone number?

You can contact Copper Leaf Financial's main corporate office by phone at

+1-802-878-****

. 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 Copper Leaf Financial's official website and social media links?

Copper Leaf Financial's official website is copperleaffinancial.com and has social profiles on LinkedIn.

What is Copper Leaf Financial's NAICS code?

Copper Leaf Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Copper Leaf Financial have currently?

As of May 2026, Copper Leaf Financial has approximately 7 employees across 1 continents, including North America. Key team members include Chief Operating Officer: K. D.President: J. D.Senior Wealth Advisor: B. S.. Explore Copper Leaf Financial's employee directory with LeadIQ.

What industry does Copper Leaf Financial belong to?

Copper Leaf Financial operates in the Financial Services industry.

What technology does Copper Leaf Financial use?

Copper Leaf Financial's tech stack includes The Trade DeskoEmbedjQueryGoogle MapsPWAPHPHSTSWordPress Multisite.

What is Copper Leaf Financial's email format?

Copper Leaf Financial's email format typically follows the pattern of First@copperleaffinancial.com. Find more Copper Leaf Financial email formats with LeadIQ.

When was Copper Leaf Financial founded?

Copper Leaf Financial was founded in 1990.

Copper Leaf Financial

Q: How many employees does Copper Leaf Financial have currently?

Copper Leaf Financial has approximately 7 employees.

Q: What technology does Copper Leaf Financial use?

Copper Leaf Financial's tech stack includes HTTP/3, KnowBe4, Isotope, Apache, Yoast SEO.

Q: What is Copper Leaf Financial's NAICS code?

Copper Leaf Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesVermont, United States2-10 Employees

Financial Advisors in Vermont proudly serving clients throughout the country. 
Our team includes CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. 
True Wealth Management - We take the time to deliver true wealth management, not just investment advice. We spend our days addressing your most significant financial concerns and planning for the future, helping you make smart decisions with your money, minimize the impact of income and estate tax, plan for transferring assets to the next generation, manage risks from third parties, and coordinate plans to make significant charitable gifts. 
We specialize in sustainable investing, strategic philanthropic giving, and we provide holistic retirement plan solutions to business owners.

Insights

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