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Myriad Advisor Solutions

Myriad Advisor Solutions Email Formats

Business Consulting and ServicesFlag of USWaukee, Iowa, United States21-50 Employees

Myriad Advisor Solutions Email Formats

Myriad Advisor Solutions uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@myriadas.com), used 44% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@myriadas.com
44%
{first name}{last name}
johndoe@myriadas.com
44%
{first initial}
j@myriadas.com
12%

Key Contacts at Myriad Advisor Solutions

Flag of US

Leigh White

Founder, Cto, Owner & Cepa®

Flag of US

Danielle White

Chief Executive Officer

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Donna King

Director Customer Care

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Kyle Medendorp

Director Of Information Technology

Company overview

Headquarters2520 SE Encompass Drive, Suite 200, Waukee, IA 50263, US
Phone number+15158501212
Website
NAICS5416
SIC628
Keywords
Social Media Management, Telecommunications, Succession Planning, Consulting, Marketing, Website Management, Human Resources, Practice Valuations, It Helpdesk, Company Transitions
Founded2009
Employees21-50
Socials

About Myriad Advisor Solutions

Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We’ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Intern

Employees by Department

Myriad Advisor Solutions has 19 employees across 8 departments.

Departments

Number of employees

Funding Data

Myriad Advisor Solutions has never raised funding before.

Myriad Advisor Solutions Tech Stack

Discover the technologies and tools that power Myriad Advisor Solutions's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Plesk

Plesk

Hosting panels

jQuery CDN

jQuery CDN

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Windows Server

Windows Server

Operating systems

Font Awesome

Font Awesome

Font scripts

IIS

IIS

Web servers

Swiper

Swiper

JavaScript libraries

Bootstrap

Bootstrap

UI frameworks

Microsoft ASP.NET

Microsoft ASP.NET

Web frameworks

Frequently asked questions

Myriad Advisor Solutions is located in Waukee, Iowa, US.
You can reach Myriad Advisor Solutions at +15158501212.
Myriad Advisor Solutions was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Myriad Advisor Solutions has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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