runsonwhat

Root Financial's tech stack

What does Root Financial use?

Root Financial (rootfinancialpartners.com) uses at least 7 tools we can see from public records, including DigitalOcean for hosting, Google Workspace for email and documents, HubSpot for sales and Webflow for its website. Last checked .

Industry
Financial Services
Size
11–50 employees
Based in
Encinitas, United States
Founded
2017
LinkedIn
Company page
Tools found
7
Categories
6
Layers
3 of 5
Last checked
Oct 2026

Root 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

1 tool, where the bytes are served from

Hosting & Cloud

Go-to-market

2 tools, how they find and keep customers

Website & CMS

Sales & CRM

Company Ops

4 tools, what the team runs on day to day

Collaboration

Security & Compliance

Root Financial tech stack FAQ

What tools does Root Financial use?

As of October 2026, runsonwhat has found 7 tools at Root Financial (rootfinancialpartners.com) in public records. Edge & Hosting: DigitalOcean. Go-to-market: HubSpot and Webflow. Company Ops: Google Workspace, Box and Paubox. Last checked October 17, 2026.

What cloud does Root Financial run on?

Root Financial uses DigitalOcean for hosting and cloud infrastructure, according to runsonwhat (October 2026). runsonwhat found DigitalOcean through DNS records that point at DigitalOcean. DigitalOcean is used by 7,191 companies runsonwhat tracks.

What CRM does Root Financial use?

Root Financial uses HubSpot for its CRM, according to runsonwhat (October 2026). runsonwhat found HubSpot through email records that authorize HubSpot. HubSpot is used by 92,802 companies runsonwhat tracks.

What email provider does Root Financial use?

Root Financial uses Google Workspace for email and office software, according to runsonwhat (October 2026). runsonwhat found Google Workspace through email records that authorize Google Workspace. Google Workspace is used by 399,695 companies runsonwhat tracks.

What is Root Financial's website built with?

Root Financial uses Webflow for its website, according to runsonwhat (October 2026). runsonwhat found Webflow through a DNS verification record for Webflow. Webflow is used by 34,480 companies runsonwhat tracks.

Does Root Financial use Box?

Yes. runsonwhat found Box at Root Financial through a DNS verification record for Box. Box is a Collaboration tool used by 4,855 companies runsonwhat tracks.

Which companies have a tech stack similar to Root Financial's?

The companies with the stacks most like Root Financial's are Lore Health, Spring Care, Floatpays (Pty) and Conversationnel | Groupe Ceetadel, according to runsonwhat (October 2026). Each shares 2 to 5 tools with Root 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 Root Financial uses?

runsonwhat reads public records only. Of the 7 tools at Root Financial, 4 were found through DNS records, 3 through email records. A tool is listed only when a direct record backs it up; DNS is rechecked weekly and rootfinancialpartners.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.