Annex Wealth Management's tech stack
What does Annex Wealth Management use?
Annex Wealth Management (annexwealth.com) uses at least 29 tools we can see from public records, including Exclaimer for email and documents, HubSpot for sales, Stripe for payments and HubSpot CMS for its website. Annex Wealth Management has used Pardot since Sep 2018, going by certificate records. Last checked .
“Annex Wealth Management sets itself apart as fee-only fiduciary RIA, delivering white-glove service, consistent, layered communication, and breadth of team expertise to help elevate clients' financial journeys. With over $8 billion in assets under management, an in-house team of over 150 professiona”
- Industry
- Financial Services
- Size
- 51–200 employees
- Based in
- Brookfield, United States
- Company page
- Tools found
- 29
- Categories
- 16
- Oldest proven tool
- Sep 2018
- Changes seen
- 4
Annex Wealth Management's stack, layer by layer
Of 29 tools, 14 came from website code, 6 from DNS verification records, 5 from email records and 4 from other records. Each tool links to the other companies we've found using it. The label says what kind of public trace gave it away.
Edge & Hosting
2 tools, where the bytes are served from
Hosting & Cloud
DNS
Application
6 tools, what the product is built with
Frontend
Payments & Billing
Data & Observability
3 tools, what they measure and store
Monitoring
Go-to-market
10 tools, how they find and keep customers
Company Ops
8 tools, what the team runs on day to day
Email Delivery
Collaboration
People & HR
Security & Compliance
What changed at Annex Wealth Management
Recent starts and stops
- StoppedMicrosoft Ads
- StoppedGoogle Analytics
- StoppedGoogle Ads
- StoppedMeta Pixel
Using since
Dates come from the first certificate of the subdomain that points at the tool.
Annex Wealth Management tech stack FAQ
What tools does Annex Wealth Management use?
As of November 2026, runsonwhat has found 29 tools at Annex Wealth Management (annexwealth.com) in public records. Edge & Hosting: GoDaddy and Amazon Web Services. Application: jQuery, Google Fonts and Font Awesome. Data & Observability: Google Tag Manager, Microsoft Clarity and Sentry. Go-to-market: WordPress, Yoast SEO and HubSpot. Company Ops: Microsoft 365, reCAPTCHA and Apple Business. Last checked November 10, 2026.
What cloud does Annex Wealth Management run on?
Annex Wealth Management uses Amazon Web Services for hosting and cloud infrastructure, according to runsonwhat (November 2026). runsonwhat found Amazon Web Services through Amazon Web Services code on annexwealth.com. Amazon Web Services is used by 147,439 companies runsonwhat tracks.
What CRM does Annex Wealth Management use?
Annex Wealth Management uses HubSpot for its CRM, alongside Salesforce and Calendly, according to runsonwhat (November 2026). runsonwhat found HubSpot through a subdomain that points at HubSpot and email records, and Annex Wealth Management has used it since at least May 2023. HubSpot is used by 97,600 companies runsonwhat tracks.
What email provider does Annex Wealth Management use?
Annex Wealth Management uses Microsoft 365 for email and office software, alongside Apple Business and Exclaimer, according to runsonwhat (November 2026). runsonwhat found Microsoft 365 through email records that authorize Microsoft 365 and code on annexwealth.com. Microsoft 365 is used by 733,959 companies runsonwhat tracks.
What payment provider does Annex Wealth Management use?
Annex Wealth Management uses Stripe for payments and billing, according to runsonwhat (November 2026). runsonwhat found Stripe through Stripe code on annexwealth.com. Stripe is used by 31,402 companies runsonwhat tracks.
What analytics tools does Annex Wealth Management use?
Annex Wealth Management uses Google Tag Manager for analytics, alongside Microsoft Clarity, according to runsonwhat (November 2026). runsonwhat found Google Tag Manager through Google Tag Manager code on annexwealth.com. Google Tag Manager is used by 515,999 companies runsonwhat tracks.
How long has Annex Wealth Management used Pardot?
Annex Wealth Management has used Pardot since at least September 2018, going by the first public certificate of the annexwealth.com subdomain that points at Pardot. Other long-running tools at Annex Wealth Management include HubSpot (since May 2023) and HubSpot CMS (since May 2023).
Does Annex Wealth Management use jQuery?
Yes. runsonwhat found jQuery at Annex Wealth Management through jQuery code on annexwealth.com. jQuery is a Frontend tool used by 927,217 companies runsonwhat tracks.
Does Annex Wealth Management use AI tools?
Yes. runsonwhat has found Anthropic at Annex Wealth Management; Anthropic, for example, through a DNS verification record for Anthropic. AI services called only from servers leave no public trace, so Annex Wealth Management may use more AI tools than these.
Has Annex Wealth Management changed tools recently?
Yes. On runsonwhat's rechecks, Annex Wealth Management stopped using Microsoft Ads, Google Analytics and Google Ads (latest on November 10, 2026). A change counts only between two checks of annexwealth.com done the same way.
Which companies have a tech stack similar to Annex Wealth Management's?
The companies with the stacks most like Annex Wealth Management's are Nest Wealth | More value, lower fees, Climate Impact X, Precisionscientia and Public Label, according to runsonwhat (November 2026). Each shares 7 to 16 tools with Annex Wealth Management, and rare tools count for more than common ones like Google Workspace, so the match reflects real stack choices.
How does runsonwhat know what Annex Wealth Management uses?
runsonwhat reads public records only. Of the 29 tools at Annex Wealth Management, 14 were found through code on annexwealth.com, 7 through DNS records, 5 through email records and 3 through subdomains that point at the vendor. A tool is listed only when a direct record backs it up; DNS is rechecked weekly and annexwealth.com about monthly.
We read public traces only: DNS and email records, certificate logs, website code and published subprocessor lists. A tool is listed when a direct record backs it up, and dropped when a recheck no longer finds it. Is this your company? See how to opt out.