Level Financial Advisors's tech stack
What does Level Financial Advisors use?
Level Financial Advisors (levelfa.com) uses at least 23 tools we can see from public records, including Microsoft 365 for email and documents, HubSpot for sales, Google Analytics for analytics and WordPress for its website. Last checked .
“A fee-only, fiduciary wealth management and financial planning firm operating since 1979 with offices in New York and California. Level Financial Advisors specialize in retirement planning, evidence-based investing, and tax.”
- Industry
- Financial Services
- Size
- 11–50 employees
- Based in
- East Amherst, United States
- Founded
- 1979
- Company page
- Tools found
- 23
- Categories
- 12
- Layers
- 5 of 5
- Last checked
- Oct 2026
Level Financial Advisors'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
3 tools, where the bytes are served from
CDN & Edge
Application
4 tools, what the product is built with
Frontend
Data & Observability
2 tools, what they measure and store
Go-to-market
10 tools, how they find and keep customers
Marketing
Sales & CRM
Company Ops
4 tools, what the team runs on day to day
Email Delivery
Workspace
Security & Compliance
Level Financial Advisors tech stack FAQ
What tools does Level Financial Advisors use?
As of November 2026, runsonwhat has found 23 tools at Level Financial Advisors (levelfa.com) in public records. Edge & Hosting: Cloudflare, GoDaddy and Fastly. Application: jQuery, Google Fonts and Vimeo. Data & Observability: Google Analytics and Google Tag Manager. Go-to-market: WordPress, Google Ads and Meta Pixel. Company Ops: Microsoft 365, SendGrid and Cookiebot. Last checked October 31, 2026.
What CRM does Level Financial Advisors use?
Level Financial Advisors uses HubSpot for its CRM, alongside Calendly, according to runsonwhat (November 2026). runsonwhat found HubSpot through a subdomain that points at HubSpot and code on levelfa.com. HubSpot is used by 96,746 companies runsonwhat tracks.
What email provider does Level Financial Advisors use?
Level Financial Advisors 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 723,185 companies runsonwhat tracks.
What analytics tools does Level Financial Advisors use?
Level Financial Advisors uses Google Analytics for analytics, alongside Google Tag Manager, according to runsonwhat (November 2026). runsonwhat found Google Analytics through Google Analytics code on levelfa.com. Google Analytics is used by 906,257 companies runsonwhat tracks.
What is Level Financial Advisors's website built with?
Level Financial Advisors uses WordPress for its website, alongside Yoast SEO, Elementor and HubSpot CMS, according to runsonwhat (November 2026). runsonwhat found WordPress through WordPress code on levelfa.com. WordPress is used by 607,382 companies runsonwhat tracks.
Does Level Financial Advisors use jQuery?
Yes. runsonwhat found jQuery at Level Financial Advisors through jQuery code on levelfa.com. jQuery is a Frontend tool used by 930,204 companies runsonwhat tracks.
How does runsonwhat know what Level Financial Advisors uses?
runsonwhat reads public records only. Of the 23 tools at Level Financial Advisors, 15 were found through code on levelfa.com, 3 through DNS records, 3 through subdomains that point at the vendor and 2 through email records. A tool is listed only when a direct record backs it up; DNS is rechecked weekly and levelfa.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.