Advizorstack
Your one stop technology shop for advisors. At AdvizorStack, we empower financial advisory firms at every stage of their journey. Whether you're a breakaway team, an established RIA re-evaluating your tech stack, or a growing firm looking to expand, we provide tailored solutions designed to fuel your success. From one-time tech and transition projects to ongoing CTO services, we're more than consultants—we’re your trusted partner in transforming your business. Let us handle the tech, while you focus on your clients. Ready to elevate your practice? Visit to get started!
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Verified contacts
3
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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Distinct roles
2
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- PD
Paul Demaio
Chief Executive Officer Managing Partner · Other
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Shakita Samuels
Social Media Specialist · Advertising & Marketing
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Top roles at Advizorstack
2 distinct titles indexed · top 2 shown.
- 1chief executive officer managing partner
- 1social media specialist
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