Wellment Financial's tech stack
What does Wellment Financial use?
Wellment Financial (fsrwealth.com) uses at least 14 tools we can see from public records, including Google Workspace for email and documents, Calendly for sales, Fathom for analytics and WordPress for its website. Last checked .
“At Wellment Financial, we help make retirement the best part of your life. Whether you’re approaching it, already living it, or managing the complexity that comes with significant wealth, we believe this chapter should be one of clarity, confidence, and meaningful freedom.”
- Industry
- Financial Services
- Size
- 11–50 employees
- Based in
- Elmhurst, United States
- Founded
- 1988
- Company page
- Tools found
- 14
- Categories
- 12
- Layers
- 5 of 5
- Last checked
- Oct 2026
Wellment Financial'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
Application
2 tools, what the product is built with
Frontend
Data & Observability
1 tool, what they measure and store
Analytics
Go-to-market
4 tools, how they find and keep customers
Website & CMS
Marketing
Ads & Pixels
Sales & CRM
Company Ops
5 tools, what the team runs on day to day
Email Delivery
Security & Compliance
Companies like Wellment Financial also use
Tools common among companies with a similar stack that we haven't found at Wellment Financial.
Companies with a stack like Wellment Financial's
Ranked by shared tools, with rare tools counting more.
AHM InsightsManagement Consulting · 11–50 people7in common
RedoclySoftware · 11–50 people4in common
Melbourne MintRetail · 11–50 people7in common
Point BlankMarketing and Advertising · 11–50 people7in common
Unity MarketingMarketing and Advertising · 11–50 people6in common
Investment & Insurance CompanyInsurance · 11–50 people6in common
Think TribeIT Services · 11–50 people5in common
Sussex Business SchoolE-learning · 11–50 people4in common
More Financial Services companies
Other Financial Services companies we've checked.
Wellment Financial tech stack FAQ
What tools does Wellment Financial use?
As of October 2026, runsonwhat has found 14 tools at Wellment Financial (fsrwealth.com) in public records. Edge & Hosting: Cloudflare and GoDaddy. Application: jQuery. Data & Observability: Fathom. Go-to-market: WordPress, Meta Pixel and Calendly. Company Ops: Google Workspace, SendGrid and Apple Business. Last checked October 30, 2026.
What sales tools does Wellment Financial use?
The sales tools runsonwhat has found at Wellment Financial are Calendly (October 2026); no CRM shows up in Wellment Financial's public records. runsonwhat found Calendly through Calendly code on fsrwealth.com. Calendly is used by 31,168 companies runsonwhat tracks.
What email provider does Wellment Financial use?
Wellment Financial uses Google Workspace for email and office software, alongside Apple Business, according to runsonwhat (October 2026). runsonwhat found Google Workspace through email records that authorize Google Workspace. Google Workspace is used by 406,740 companies runsonwhat tracks.
What analytics tools does Wellment Financial use?
Wellment Financial uses Fathom for analytics, according to runsonwhat (October 2026). runsonwhat found Fathom through Fathom code on fsrwealth.com. Fathom is used by 2,621 companies runsonwhat tracks.
What is Wellment Financial's website built with?
Wellment Financial uses WordPress for its website, according to runsonwhat (October 2026). runsonwhat found WordPress through WordPress code on fsrwealth.com. WordPress is used by 603,528 companies runsonwhat tracks.
Does Wellment Financial use jQuery?
Yes. runsonwhat found jQuery at Wellment Financial through jQuery code on fsrwealth.com. jQuery is a Frontend tool used by 925,460 companies runsonwhat tracks.
Which companies have a tech stack similar to Wellment Financial's?
The companies with the stacks most like Wellment Financial's are AHM Insights, Redocly, Melbourne Mint and Point Blank, according to runsonwhat (October 2026). Each shares 4 to 7 tools with Wellment Financial, and rare tools count for more than common ones like Google Workspace, so the match reflects real stack choices.
How does runsonwhat know what Wellment Financial uses?
runsonwhat reads public records only. Of the 14 tools at Wellment Financial, 7 were found through code on fsrwealth.com, 3 through DNS records, 2 through email records, 1 through subdomains that point at the vendor and 1 through website configuration files. A tool is listed only when a direct record backs it up; DNS is rechecked weekly and fsrwealth.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.