# Ep Wealth Advisors -- Company Profile -- Salesly AI

Ep Wealth Advisors shows 4 sales-related openings (VP/Director tier). Ep Wealth Advisors's verified GTM stack highlights include Act! and Adobe. Sales Readiness Score: 55.00.

| Field | Value |
|-------|-------|
| Domain | epwealth.com |
| Industry | financial services |
| Location | Torrance, California |
| Sales Readiness Score | 55.00 |

## Tech Stack

- Act! (Customer Relationship Management)
- Adobe (Content Management Platform)
- Adobe Acrobat (Web Presentation Tools)
- AI (AI and Machine Learning Platforms)
- Amazon AWS (Cloud Services)
- Amazon SES (Email Delivery)
- Amazon Simple Email Service (Email Delivery)
- amCharts (CSS and JavaScript Libraries)
- Anthropic Claude (AI and Machine Learning Platforms)
- Apple Business Manager (Enterprise Mobility Management)
- Apple iOS (Operating Systems)
- Apple macOS (Operating Systems)
- Apple School Manager (Enterprise Mobility Management)
- Atlassian (Communication and Collaboration)
- Autopilot (Marketing Automation)
- Azure Active Directory (Security)
- Azure Active Directory B2C (Security)
- Barracuda Email Security Service (Security)
- Barracuda MSP (Security)
- Barracuda Networks (Security)
- Bootstrap (CSS and JavaScript Libraries)
- Caddy (Web and Application Servers)
- CallRail (Call Tracking)
- CAT (ERP)
- cdnjs (Content Delivery Networks)
- ChatGPT (AI and Machine Learning Platforms)
- Cisco Meraki (Network Infrastructure)
- Clarity SDM (Analytics and Tracking)
- CloudFlare (Content Delivery Networks)
- Cloudflare Bot Management (Security)
- CloudFlare CDN (Content Delivery Networks)
- Cloudflare DNS (Domain Name Services)
- Cloudflare WAF (Security)
- CRM+ (Customer Relationship Management)
- Django (Frameworks and Programming Languages)
- DocuSign (Content Management Platform)
- Egnyte (Content Management Platform)
- Enable (Widgets)
- E-planning (Ad Servers)
- Eventbrite (Event Management)
- Eyefinity OfficeMate (Healthcare Software)
- Facebook (Analytics and Tracking)
- Facebook Login (Social Login)
- Facebook Pixel (Analytics and Tracking)
- Facebook SDK (CSS and JavaScript Libraries)
- Facebook Social Plugins (Social Sharing)
- Fidelity HSA (Financial Software)
- Font Awesome (Fonts)
- Freshservice (Support and Feedback)
- Gem (Frameworks and Programming Languages)
- GenieWords (Search Marketing)
- Git (Developer Tools)
- Gmail (Email Providers)
- Go (Frameworks and Programming Languages)
- GoDaddy Domains (Domain Name Services)
- GoDaddy Hosting (Hosting)
- Google Font API (Fonts)
- Google Maps (Surveying and Geospatial)
- Google Maps Platform (Surveying and Geospatial)
- Google Meet (Communication and Collaboration)
- Google Search Console (Search Marketing)
- Google Tag Manager (Tag Management)
- Google Workspace (Communication and Collaboration)
- Gunicorn (Web and Application Servers)
- HaloITSM (Support and Feedback)
- HSTS (Security)
- HTTP/3 (Network Protocols and Standards)
- Hubspot (Marketing Automation)
- HubSpot Content Hub (CMS)
- HubSpot Marketing Hub (Marketing Automation)
- ICE (Contact Center Software)
- Java (Frameworks and Programming Languages)
- Jira (Communication and Collaboration)
- jQuery (CSS and JavaScript Libraries)
- jsDelivr (Content Delivery Networks)
- Lessonly (Human Capital Management)
- MailChimp (Email Marketing)
- Mailgun (Email Delivery)
- MariaDB (Database)
- Microsoft 365 (Communication and Collaboration)
- Microsoft 365 Apps & Services (Communication and Collaboration)
- Microsoft Active Directory (Security)
- Microsoft Active Directory Federation Services (Security)
- Microsoft Azure (Cloud Services)
- Microsoft Clarity (Analytics and Tracking)
- Microsoft Email Providers (Email Providers)
- Microsoft Entra ID (Security)
- Microsoft Excel (Business Intelligence)
- Microsoft Exchange (Email Providers)
- Microsoft Exchange Online (Email Providers)
- Microsoft Intune (Enterprise Mobility Management)
- Microsoft Office (Communication and Collaboration)
- Microsoft OneDrive (Content Management Platform)
- Microsoft OneDrive for Business (Content Management Platform)
- Microsoft PowerPoint (Web Presentation Tools)
- Microsoft PowerShell (Deployment Tools)
- Microsoft Sharepoint (Content Management Platform)
- Microsoft Teams (Communication and Collaboration)
- Microsoft Windows Server 2012 (Operating Systems)
- Mobile Friendly (Other)
- Monday.com (Communication and Collaboration)
- NETGEAR (Network Infrastructure)
- Ning (Online Communities and Forums)
- Oney (Payments)
- OpenAI (AI and Machine Learning Platforms)
- Open Graph (Social Sharing)
- Oracle Exadata Cloud Service (Database)
- Outlook (Email Providers)
- Patch My PC (Enterprise Mobility Management)
- Paycom (HR Solutions)
- Portal (CMS)
- Priority Hints (Web Accelerators)
- Python (Frameworks and Programming Languages)
- RSS (Content Syndication Networks)
- Salesforce (Customer Relationship Management)
- Salesforce CRM Analytics (Business Intelligence)
- Salesforce Marketing Cloud (Marketing Automation)
- Salesforce Marketing Cloud Account Engagement (Marketing Automation)
- Salesforce Sales Cloud (Customer Relationship Management)
- Schwab Compliance Technologies (Security)
- Seismic (Marketing Automation)
- Sentry (Web Performance Monitoring)
- ServiceNow IT Service Management (Support and Feedback)
- Shutterstock (Content Management Platform)
- Snowflake (Database)
- Snowpark (Frameworks and Programming Languages)
- Sophos (Security)
- Sophos Central (Security)
- Sophos Email (Security)
- SQL (Frameworks and Programming Languages)
- Swiper (CSS and JavaScript Libraries)
- Tableau (Business Intelligence)
- Tamarac (Financial Software)
- T-Soft (E-commerce Platforms)
- Ubiquiti (Network Infrastructure)
- UltraTax CS (Financial Software)
- Viewport Meta (Frameworks and Programming Languages)
- Vtiger CRM (Customer Relationship Management)
- Windows 11 (Operating Systems)
- Workday Adaptive Planning (Financial Software)
- Zendesk (Support and Feedback)
- Zendesk for Service (Support and Feedback)
- Zendesk Support Suite (Support and Feedback)
- Zoho Office Suite (Communication and Collaboration)
- Zoomdata (Business Intelligence)
- Zoom Meetings (Communication and Collaboration)

## Open Positions

- Managing Director / Principal Consultant (VP/Director)
- Chairman and CEO (Unspecified)
- Senior Designer (Unspecified)
- General Manager (Sales Manager)



---
*[Salesly AI](https://salesly.ai) -- B2B Sales Prospecting & Lead Generation Platform*