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Gathering insights about CWI Financial…

CWI Financial Tech Stack

CWI Financial uses 8 technology products and services including Zoho, MySQL, Microsoft 365, and more. Explore CWI Financial's tech stack below.

  • Zoho
    Customer Relationship Management
  • MySQL
    Database
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Chart.js
    Javascript Graphics
  • Bootstrap
    UI Frameworks
  • MediaElement.js
    Video Players
  • FitVids.js
    Web Tools And Plugins

Media & News

CWI Financial's Email Address Formats

CWI Financial uses at least 1 format(s):
CWI Financial Email FormatsExamplePercentage
First.Last@cwimoney.comJohn.Doe@cwimoney.com
33%
First@cwimoney.comJohn@cwimoney.com
17%
First.Last@cwimoney.comJohn.Doe@cwimoney.com
33%
First@cwimoney.comJohn@cwimoney.com
17%

Frequently Asked Questions

Where is CWI Financial's headquarters located?

Minus sign iconPlus sign iconCWI Financial's main headquarters is located at 332 South Michigan Avenue Suite 1032 Chicago, Illinois United States. The company has employees across 1 continents, including North America.

What is CWI Financial's official website and social media links?

Minus sign iconPlus sign iconCWI Financial's official website is cwimoney.com and has social profiles on LinkedIn.

What is CWI Financial's SIC code NAICS code?

Minus sign iconPlus sign iconCWI Financial's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does CWI Financial have currently?

Minus sign iconPlus sign iconAs of February 2026, CWI Financial has approximately 1 employees across 1 continents, including North America. Key team members include Ceo | Licensed Insurance Broker L Wealth Strategist: B. D. J.. Explore CWI Financial's employee directory with LeadIQ.

What industry does CWI Financial belong to?

Minus sign iconPlus sign iconCWI Financial operates in the Financial Services industry.

What technology does CWI Financial use?

Minus sign iconPlus sign iconCWI Financial's tech stack includes ZohoMySQLMicrosoft 365Google Fonts APIChart.jsBootstrapMediaElement.jsFitVids.js.

What is CWI Financial's email format?

Minus sign iconPlus sign iconCWI Financial's email format typically follows the pattern of First.Last@cwimoney.com. Find more CWI Financial email formats with LeadIQ.

When was CWI Financial founded?

Minus sign iconPlus sign iconCWI Financial was founded in 2012.

CWI Financial

Financial ServicesIllinois, United States0-1 Employees

The CommonWealth Initiative™ (CWIMoney) is a Chicago-based financial services company specializing in money management, personal finance education, and 1-on-1 coaching. We take a forward-thinking approach in the way we offer our services and provide our clients the option to work with them in-person or virtually.

Section iconCompany Overview

Headquarters
332 South Michigan Avenue Suite 1032 Chicago, Illinois United States
Website
cwimoney.com
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    CWI Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CWI Financial's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    B. D. J.
    Ceo | Licensed Insurance Broker L Wealth Strategist
    Phone icon
    Mobile Phone

Employee Directory

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