Concierge Wealth Management's tech stack
What does Concierge Wealth Management use?
Concierge Wealth Management (conciergewm.com) uses at least 5 tools we can see from public records, including Microsoft 365 for email and documents, Cloudflare for content delivery and Proofpoint for security. Last checked .
- Industry
- Financial Planning
- Based in
- United States
- Founded
- 2010
- Tools found
- 5
- Categories
- 5
- Layers
- 3 of 5
- Last checked
- Oct 2026
Concierge Wealth Management'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
Go-to-market
1 tool, how they find and keep customers
Marketing
Company Ops
2 tools, what the team runs on day to day
Workspace
Security & Compliance
Concierge Wealth Management tech stack FAQ
What tools does Concierge Wealth Management use?
As of October 2026, runsonwhat has found 5 tools at Concierge Wealth Management (conciergewm.com) in public records. Edge & Hosting: Cloudflare and GoDaddy. Company Ops: Microsoft 365 and Proofpoint. Last checked October 11, 2026.
What email provider does Concierge Wealth Management use?
Concierge Wealth Management uses Microsoft 365 for email and office software, according to runsonwhat (October 2026). runsonwhat found Microsoft 365 through a DNS verification record for Microsoft 365. Microsoft 365 is used by 701,710 companies runsonwhat tracks.
Does Concierge Wealth Management use Cloudflare?
Yes. runsonwhat found Cloudflare at Concierge Wealth Management through Cloudflare code on conciergewm.com. Cloudflare is a CDN & Edge tool used by 692,445 companies runsonwhat tracks.
How does runsonwhat know what Concierge Wealth Management uses?
runsonwhat reads public records only. Of the 5 tools at Concierge Wealth Management, 2 were found through DNS records, 1 through code on conciergewm.com, 1 through subdomains that point at the vendor and 1 through email records. A tool is listed only when a direct record backs it up; DNS is rechecked weekly and conciergewm.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.