Bold Wealth's tech stack
What does Bold Wealth use?
Bold Wealth (boldwealth.ca) uses at least 12 tools we can see from public records, including Microsoft 365 for email and documents, HubSpot for sales, Fathom for analytics and Webflow for its website. Last checked .
“Bold Wealth empowers financial planners to spend more time building trust, deepening client relationships, and growing their business.”
- Industry
- Financial Services
- Size
- 11–50 employees
- Based in
- Toronto, Canada
- Founded
- 2021
- Company page
- Tools found
- 12
- Categories
- 9
- Layers
- 5 of 5
- Last checked
- Oct 2026
Bold Wealth's stack, layer by layer
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
CDN & Edge
DNS
Application
4 tools, what the product is built with
Frontend
Data & Observability
1 tool, what they measure and store
Analytics
Go-to-market
3 tools, how they find and keep customers
Website & CMS
Sales & CRM
Company Ops
2 tools, what the team runs on day to day
Workspace
Dev Tools
Companies like Bold Wealth also use
Tools common among companies with a similar stack that we haven't found at Bold Wealth.
Companies with a stack like Bold Wealth's
Ranked by shared tools, with rare tools counting more.
AHM InsightsManagement Consulting · 11–50 people8in common
RedoclySoftware · 11–50 people2in common
CALOG Transportes is under maintenance - We are doing some work on our site. Please come back later. We'll be up and running in no time.Logistics and Supply Chain · 11–50 people7in common
Point BlankMarketing and Advertising · 11–50 people5in common
Unity MarketingMarketing and Advertising · 11–50 people5in common
BokbasenPublishing · 11–50 people4in common
MKTGMarketing and Advertising · 5,001–10,000 people4in common
Marshall UniversityHigher Education · 1,001–5,000 people5in common
More Financial Services companies
Other Financial Services companies we've checked.
Bold Wealth tech stack FAQ
What tools does Bold Wealth use?
As of November 2026, runsonwhat has found 12 tools at Bold Wealth (boldwealth.ca) in public records. Edge & Hosting: Cloudflare and NS1. Application: jQuery, Google Fonts and Vimeo. Data & Observability: Fathom. Go-to-market: HubSpot, Webflow and Calendly. Company Ops: Microsoft 365 and Atlassian. Last checked October 30, 2026.
What CRM does Bold Wealth use?
Bold Wealth uses HubSpot for its CRM, alongside Calendly, according to runsonwhat (November 2026). runsonwhat found HubSpot through email records that authorize HubSpot and code on boldwealth.ca. HubSpot is used by 95,658 companies runsonwhat tracks.
What email provider does Bold Wealth use?
Bold Wealth uses Microsoft 365 for email and office software, according to runsonwhat (November 2026). runsonwhat found Microsoft 365 through a DNS verification record for Microsoft 365 and email records. Microsoft 365 is used by 716,224 companies runsonwhat tracks.
What analytics tools does Bold Wealth use?
Bold Wealth uses Fathom for analytics, according to runsonwhat (November 2026). runsonwhat found Fathom through Fathom code on boldwealth.ca. Fathom is used by 2,625 companies runsonwhat tracks.
What is Bold Wealth's website built with?
Bold Wealth uses Webflow for its website, according to runsonwhat (November 2026). runsonwhat found Webflow through a subdomain that points at Webflow and code on boldwealth.ca. Webflow is used by 35,422 companies runsonwhat tracks.
Does Bold Wealth use jQuery?
Yes. runsonwhat found jQuery at Bold Wealth through jQuery code on boldwealth.ca. jQuery is a Frontend tool used by 925,605 companies runsonwhat tracks.
Which companies have a tech stack similar to Bold Wealth's?
The companies with the stacks most like Bold Wealth's are AHM Insights, Redocly, CALOG Transportes is under maintenance - We are doing some work on our site. Please come back later. We'll be up and running in no time. and Point Blank, according to runsonwhat (November 2026). Each shares 2 to 8 tools with Bold Wealth, and rare tools count for more than common ones like Google Workspace, so the match reflects real stack choices.
How does runsonwhat know what Bold Wealth uses?
runsonwhat reads public records only. Of the 12 tools at Bold Wealth, 7 were found through code on boldwealth.ca, 3 through DNS records, 1 through email records and 1 through subdomains that point at the vendor. A tool is listed only when a direct record backs it up; DNS is rechecked weekly and boldwealth.ca 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.