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UX Wealth

UX Wealth Email Formats

Financial ServicesFlag of USCentennial, Colorado, United States1-10 Employees

UX Wealth Email Formats

UX Wealth uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@uxwp.com), used 50% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@uxwp.com
50%
{first name}{last name}
johndoe@uxwp.com
37.5%
{last name}{last name}
doedoe@uxwp.com
12.5%

Key Contacts at UX Wealth

Flag of US

Kyle Wiggs

Co-Founder / Managing Partner

Flag of US

Larry Lotwin

Director Of Sales

Flag of US

Lane Arnwine

Director Of Financial Operations

Flag of US

Delaney Lotwin

Director Of Client Experience

Company overview

Headquarters7200 S Alton Way, Centennial, Colorado 80112, US
Website
NAICS52
Founded2020
Employees1-10
Socials

About UX Wealth

After more than 30 years of advisor interactions, the founders of UX Wealth couldn’t find a comprehensive solution that met the needs of today’s advisors and clients. The entire playing field is tilted toward the established and tired status quo, undermining advisor value, and client outcomes. Incremental changes are cheered as innovations. The most powerful firms have traded investment advice for being clients’ personal therapists. Portfolio management commoditized. Advice relegated to coaching people to stop buying lattes. Firms like yours should be clearly differentiated in the marketplace, empowered by a technology suite that fuels your service model and validates your fees. Our affiliate firms are breaking the cycle of self-defeating status quo in the industry and setting the pace for growth along the way by doubling down on the power of advice, and building outcomes along the way.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Founder/Owner
Head

Employees by Department

UX Wealth has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

UX Wealth has never raised funding before.

UX Wealth Tech Stack

Discover the technologies and tools that power UX Wealth's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Cloudflare Bot Management

Cloudflare Bot Management

Security

HubSpot Analytics

HubSpot Analytics

Analytics

Google Tag Manager

Google Tag Manager

Tag managers

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Lightbox

Lightbox

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

Goober

Goober

JavaScript libraries

HubSpot

HubSpot

Marketing automation

Frequently asked questions

UX Wealth is located in Centennial, Colorado, US.
UX Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
UX Wealth has approximately 1-10 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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