Stephanie Dannebaum Consulting
Stephanie Dannebaum Consulting is a solo professional services firm that helps financial advisory firms implement, optimize, and migrate Wealthbox CRM and Redtail CRM systems, serving 200+ RIAs and wealth managers across the United States via virtual engagements.
- Company typePrivate
- Founded2021
- HeadquartersPleasant Hill, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Stephanie Dannebaum Consulting does
Stephanie Dannebaum Consulting is a solo professional services firm, operating as Stephanie Dannebaum LLC, that helps RIAs, wealth managers, and financial advisors implement, optimize, and migrate their customer relationship management systems. The firm specializes exclusively in two CRM platforms — Wealthbox CRM and Redtail CRM — and serves small to mid-sized advisory firms ranging from solo practices to multi-team organizations. Service offerings include CRM Optimization, CRM Migration, PreciseFP Form Design & Optimization, and adjunct add-ons such as CRM Snapshot diagnostics, CRM Discovery Calls, 1:1 Strategy Sessions, and full Implementation Projects. Engagements are delivered virtually via Zoom and supported by Loom videos, written documentation, and shared project trackers.
The firm follows a proprietary consulting methodology called the AIM Method (Assess, Implement, Monitor) and employs a collaborative implementation model in which the consultant works alongside firm staff to design, build, and operationalize CRM workflows. Pricing is tiered: entry-level diagnostics begin at $499 (CRM Snapshot for existing users, or CRM Discovery Call for firms migrating), 1:1 Strategy Sessions start at $300 per session, and full Implementation Projects begin at $5,000. Ongoing monitoring and maintenance packages are available on a monthly basis. Revenue is generated entirely through professional services fees with no subscription software, marketplace, or transaction-based component.
Distribution is content-led and partnership-supported. Demand generation runs through a blog, a monthly email newsletter ('The Chatter That Really Matters'), a YouTube channel, and LinkedIn thought leadership. The firm is an Official Resource Partner for PreciseFP and GReminders, and maintains strategic relationships with Wealthbox, Redtail CRM, Bento Engine, Trust & Will, and a broader network of advisor-tech integrations. Over 5+ years, Stephanie Dannebaum has served 200+ financial advisory firms. The practice is bootstrapped, founder-owned, and operates from Pleasant Hill, California, with no external investment or institutional backing.
Stephanie Dannebaum Consulting firmographics
Firmographics- Name
- Stephanie Dannebaum Consulting
- Legal name
- Stephanie Dannebaum LLC
- Website
- https://stephaniedannebaum.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Stephanie Dannebaum Consulting is a solo professional services firm that helps financial advisory firms implement, optimize, and migrate Wealthbox CRM and Redtail CRM systems, serving 200+ RIAs and wealth managers across the United States via virtual engagements.
- Ownership category
- akta.pro rank
Stephanie Dannebaum Consulting industry classification
Industry- Product category
- Financial Advisory CRM Consulting
- NAICS
- Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)
- SIC
- Services-Management Consulting Services (8742), Services-Management Services (8741)
- akta.pro primary industry
- CRM Implementation & Customization Services (BPAEAGAC)
- akta.pro secondary industries
- CRM Implementation & Systems Integration (BPAFAFAB), ERP, CRM & Enterprise Applications Consulting (BPAHAEAI), Customer, Marketing & Sales Consulting (BPAHACAG)
Keywords
Where Stephanie Dannebaum Consulting is headquartered
LocationHeadquarters
- HQ city
- Pleasant Hill
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Stephanie Dannebaum Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- CRM Consulting Services: Professional consulting services for financial advisory firms including CRM optimization, implementation, and migration support. Revenue generated through tiered service offerings from diagnostic reviews to full implementation projects.
- Strategy Sessions: 1:1 collaborative strategy sessions for live build-outs and training, providing hands-on consulting support at $300 per session.
- Implementation Projects: Full system builds, workflow design, and integrations starting at $5,000, providing complete CRM setup and customization services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | One-time | Entry-level diagnostic: CRM Snapshot for existing users or Discovery Call for migrating firms |
| Subscription | Per session | Collaborative consulting sessions with live build-outs and training |
| Subscription | Multi-year contract | Full system builds, workflow design, and integrations |
| Subscription | Monthly | Ongoing support and maintenance |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
Stephanie Dannebaum Consulting product offering
Product offeringCore offering
Stephanie Dannebaum Consulting delivers CRM consulting services for financial advisory firms, specializing in Wealthbox CRM and Redtail CRM platforms. Services include CRM optimization, migration, implementation, PreciseFP form design, and workflow automation, structured around the firm's proprietary AIM Method (Assess, Implement, Monitor) framework. Engagements range from $499 diagnostic snapshots to $5,000+ full implementation projects, supported by ongoing monitoring packages.
Product overview
Stephanie Dannebaum Consulting is a CRM consulting firm that specializes in helping financial advisory firms design, implement, and optimize their CRM systems. Their core offerings include CRM Optimization Services (for existing Wealthbox CRM and Redtail CRM users) and CRM Migration Services (for firms transitioning to these platforms). They offer PreciseFP Form Design & Optimization as a specialized add-on service. The firm follows their AIM Method framework (Assess, Implement, Monitor) and a collaborative implementation approach. Service tiers include CRM Snapshot (diagnostic review for existing users), CRM Discovery Call (strategy for migrating firms), 1:1 Strategy Sessions, and full Implementation Projects. They are official Resource Partners for PreciseFP and GReminders.
Differentiator
Problem solved
Functional benefit
Products and services
- CRM Optimization Services Structured approach to assessing, improving, and optimizing CRM systems for current Redtail CRM and Wealthbox CRM users, with additional custom support available as needed. Aimed at financial advisory firms looking to improve consistency, visibility, and follow-through.
- CRM Migration Services Guidance and implementation services for firms migrating to Redtail CRM or Wealthbox CRM, providing confident setup of CRM systems including data formatting, template conversion, and CRM setup recommendations.
- PreciseFP Form Design & Optimization Design and optimization of PreciseFP forms to streamline data collection, improve accuracy, and create better client experiences for financial advisors, whether refining existing forms or building from scratch.
- CRM Snapshot Diagnostic review for existing CRM users that identifies what is working, what is broken, and where to improve; includes a dashboard, report, and clear roadmap of next steps.
- CRM Discovery Call Strategy session for firms preparing to migrate or build a new CRM; discusses current systems, reviews data exports, and understands goals before migration.
- 1:1 Strategy Sessions Collaborative, live build-out and training sessions starting at $300 per session; can be used for workflow building together or additional training.
- Implementation Projects Full system builds, workflow design, and integrations starting at $5,000; includes contact data cleanup, custom workflows and templates, integration setup, and custom dashboards and reports.
Quantifiable outcome
- Trusted by 200+ advisory firms over 5+ years
Companies that use Stephanie Dannebaum Consulting
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles1 record
Stephanie Dannebaum Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration27 records
AI capability6 records
Feature4 records
Stephanie Dannebaum Consulting partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and strategic.
- WealthboxcorePrimary CRM platform specialization. Stephanie is a Wealthbox consultant providing implementation, optimization, and workflow design services. Presented during Wealthbox Workflow Week alongside Bento Engine and Trust & Will.
- Redtail CRMcorePrimary CRM platform specialization. Provides CRM optimization and migration services for Redtail CRM users, including workflow design and automation.
- PreciseFPcoreOfficial Resource Partner for PreciseFP. Assists firms with template creation and workflow integration, ensuring seamless data flow between PreciseFP forms and the CRM.
- GReminderscoreOfficial Resource Partner for GReminders. Helps firms integrate and optimize GReminders for automated meeting follow-up processes, workflow triggers, and operational consistency.
- Bento EnginestrategicCollaborated with Bento Engine team to create workflow for lifecycle events (e.g., 'Bento Workflow: Life in #s - Working Papers (Age 14)'). Workflow automates tasks when data points are triggered.
- Trust & WillstrategicSupports implementation of Trust & Will workflow in Wealthbox CRM. Assisted Samuel Deane of Deane Wealth Management and Trust & Will team in developing comprehensive workflow.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Stephanie Dannebaum Consulting competitors and assessment
Company assessmentEmerging players
- Kitces: Leading financial advisor education, research, and consulting platform with deep content on advisor tech stacks and operations. Comparable as a thought leadership and educational resource that competes for the same advisor attention and increasingly for consulting/digital product wallet share.
Direct peers
- FA Insight: Consulting firm specializing in operational benchmarking, technology optimization, and growth strategy for RIAs. Comparable because it directly competes for operational and tech-stack consulting engagements from mid-market advisory firms.
- CEG Worldwide: Consulting and coaching firm for financial advisors focused on business management, marketing, and operational excellence. Comparable because it sells advisory services to mid-market advisors on operational and growth topics that overlap with Stephanie's CRM-centric offerings.
- FP Transitions: Consulting and M&A advisory firm serving financial advisors and RIAs across operations, valuation, and succession planning. Comparable because it sells project-based consulting services to the same RIA buyer persona and competes for the same operational improvement wallet share.
- XY Planning Network: Member network and support organization for fee-only financial advisors, providing operational resources, tech stack guidance, and consulting. Comparable because it serves the same small/mid-sized RIA segment with operational and technology consulting support.
Others
- Wealthbox: CRM platform vendor for financial advisors and a core technology partner Stephanie specializes in. Comparable as a platform partner and indirect competitor (vendors increasingly invest in self-service implementation and partner ecosystems that can disintermediate independent consultants).
- Redtail CRM: CRM platform vendor for financial advisors and the other core technology partner Stephanie specializes in. Comparable as a platform partner and indirect competitor, with native AI features and integration libraries that overlap with Stephanie's service scope.
Broad incumbents
- Schwab Advisor Services: Custodian and platform serving RIAs with practice management consulting, technology, and integration support. Comparable because it provides free or low-cost operational and CRM consulting to advisors as part of its broader platform offering.
- Fidelity Institutional Wealth Services: Custodian and platform provider offering consulting, technology, and practice management services to thousands of RIAs. Comparable because it bundles CRM and operational consulting with custody, often competing on price against independent consultants.
- Carson Group: Large RIA support and consulting firm providing coaching, technology, and operational services to thousands of financial advisors. Comparable because it serves the same RIA buyer base with consulting/coaching, but at vastly greater scale and a broader service portfolio than Stephanie Dannebaum Consulting.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Stephanie Dannebaum Consulting social profiles
Digital presenceStephanie Dannebaum Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stephanie Dannebaum Consulting leadership team
Management profileNumber of profiles
Profiles1 record
Stephanie Dannebaum Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stephanie Dannebaum Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stephanie Dannebaum Consulting
What does Stephanie Dannebaum Consulting do?
Stephanie Dannebaum Consulting delivers CRM consulting services for financial advisory firms, specializing in Wealthbox CRM and Redtail CRM platforms. Services include CRM optimization, migration, implementation, PreciseFP form design, and workflow automation, structured around the firm's proprietary AIM Method (Assess, Implement, Monitor) framework. Engagements range from $499 diagnostic snapshots to $5,000+ full implementation projects, supported by ongoing monitoring packages.
Is Stephanie Dannebaum Consulting a public or private company?
Stephanie Dannebaum Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Stephanie Dannebaum Consulting founded?
Stephanie Dannebaum Consulting was founded in 2021. It employs 1 to 10 people.
Where is Stephanie Dannebaum Consulting based?
Stephanie Dannebaum Consulting is headquartered in Pleasant Hill, United States, in the North America region.
How does Stephanie Dannebaum Consulting make money?
Three revenue lines are on record. CRM Consulting Services are the primary driver. The others are strategy Sessions and implementation Projects.
Who are Stephanie Dannebaum Consulting's main competitors?
Kitces is listed as an emerging player. Direct peers are FA Insight, CEG Worldwide, FP Transitions and XY Planning Network. Others are Wealthbox and Redtail CRM. Broad incumbents are Schwab Advisor Services, Fidelity Institutional Wealth Services and Carson Group.
Does Stephanie Dannebaum Consulting have an API?
No public API is recorded for Stephanie Dannebaum Consulting.
What industry is Stephanie Dannebaum Consulting in?
Stephanie Dannebaum Consulting's product category is Financial Advisory CRM Consulting. Its primary akta.pro industry code is BPAEAGAC, CRM Implementation & Customization Services, with a secondary code of BPAFAFAB, CRM Implementation & Systems Integration. Its NAICS code is 54161 and its SIC code is 8742.