Insights

Acquisition Opportunity Recent acquisition by Foster Denovo (September 2023) suggests a potential integration or transition opportunity for Wade Financial Advisory to align with a larger network’s client base, services, or technology stack.

RIA Focused As a fee-only RIA offering unbiased financial planning, tax, and estate services, Wade is positioned to cross-sell premium planning, tax optimization, and fiduciary advisory services to medium and high net-worth clients who favor transparent, conflict-free guidance.

Tech Stack Fit Current technology usage (Salesforce Marketing Cloud, PHP, jQuery Mobile, GoDaddy) indicates receptiveness to marketing automation and digital engagement; prospect could benefit from expanded client onboarding, tax planning analytics, and scalable digital client portals.

Growth Readiness Revenue range and Silicon Valley footprint imply capacity for expanded service lines, including advanced retirement, estate planning, and real estate advisory, appealing to business owners and executives experiencing complex financial lives.

Talent Growth Recent hires for Associate Advisor and Tax Manager signal investment in specialized expertise; this presents an opportunity to offer outsourced compliance, continued education programs, or senior-level support engagements for larger client portfolios.

Wade Financial Advisory, Inc. Tech Stack

Wade Financial Advisory, Inc. uses 8 technology products and services including LinkedIn Ads, oEmbed, Google Fonts API, and more. Explore Wade Financial Advisory, Inc.'s tech stack below.

LinkedIn Ads

Advertising

oEmbed

Dev Tools

Google Fonts API

Font Scripts

Salesforce Marketing Cloud Account Engagement

Marketing Automation

jQuery Mobile

Mobile Frameworks

PHP

Programming Languages

ZURB Foundation

UI Frameworks

GoDaddy

Web Hosting

Wade Financial Advisory, Inc. Email Formats	Example	Percentage
First@wadefa.com	John@wadefa.com	43%
Last@wadefa.com	Doe@wadefa.com	22%
FLast@wadefa.com	JDoe@wadefa.com	22%
First.Last@wadefa.com	John.Doe@wadefa.com	13%

Wade Financial Advisory, Inc. Email Formats

Example

Percentage

First@wadefa.com

John@wadefa.com

43%

Last@wadefa.com

Doe@wadefa.com

22%

FLast@wadefa.com

JDoe@wadefa.com

22%

First.Last@wadefa.com

John.Doe@wadefa.com

13%

Frequently Asked Questions

What is Wade Financial Advisory, Inc.'s phone number?

You can contact Wade Financial Advisory, Inc.'s main corporate office by phone at

+1-408-369-****

. 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 Wade Financial Advisory, Inc.'s official website and social media links?

Wade Financial Advisory, Inc.'s official website is wadefa.com and has social profiles on LinkedIn.

How much revenue does Wade Financial Advisory, Inc. generate?

As of July 2026, Wade Financial Advisory, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Wade Financial Advisory, Inc.'s NAICS code?

Wade Financial Advisory, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Wade Financial Advisory, Inc. have currently?

As of July 2026, Wade Financial Advisory, Inc. has approximately 6 employees across 2 continents, including North AmericaEurope. Key team members include Administrative Assistant: S. G.Financial Advisor: E. P.. Explore Wade Financial Advisory, Inc.'s employee directory with LeadIQ.

What industry does Wade Financial Advisory, Inc. belong to?

Wade Financial Advisory, Inc. operates in the Financial Services industry.

What technology does Wade Financial Advisory, Inc. use?

Wade Financial Advisory, Inc.'s tech stack includes LinkedIn AdsoEmbedGoogle Fonts APISalesforce Marketing Cloud Account EngagementjQuery MobilePHPZURB FoundationGoDaddy.

What is Wade Financial Advisory, Inc.'s email format?

Wade Financial Advisory, Inc.'s email format typically follows the pattern of First@wadefa.com. Find more Wade Financial Advisory, Inc. email formats with LeadIQ.

When was Wade Financial Advisory, Inc. founded?

Wade Financial Advisory, Inc. was founded in 1992.

Wade Financial Advisory, Inc.

Q: How many employees does Wade Financial Advisory, Inc. have currently?

Wade Financial Advisory, Inc. has approximately 6 employees.

Q: What technology does Wade Financial Advisory, Inc. use?

Wade Financial Advisory, Inc.'s tech stack includes Linkedin Insight Tag, Bootstrap, jQuery UI, Google Cloud, Joomla.

Q: What is Wade Financial Advisory, Inc.'s NAICS code?

Wade Financial Advisory, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Wade Financial Advisory, Inc. is a fee-only financial planning firm and registered investment advisor based in Campbell, in the Silicon Valley. It offers integrated services including financial planning, investment management, and tax planning and preparation at a single location for clients in nearby communities such as Los Altos, Los Gatos, Palo Alto, and San Jose. As fiduciaries, the firm does not receive commissions or referral fees, ensuring that advice is focused on clients' best interests. 

Its client base includes business owners, executives, and individuals and families with complex financial lives who require coordinated guidance across taxes, investments, risk management, real estate, retirement, and estate planning. Within the financial services industry, it positions itself as a comprehensive advisor serving the Silicon Valley region with an emphasis on integrity, expertise, and service. In September 2023, reports indicated the firm was acquired by Foster Denovo Limited, subject to regulatory approval, a notable development in its corporate ownership.

Insights

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