Insights

Affluent Client Focus BCI Wealth & Asset Management specializes in serving high-net-worth individuals and accomplished professionals, indicating opportunities to offer premium financial products and personalized advisory services tailored to affluent clients seeking sophisticated wealth management solutions.

Technological Integration The company's utilization of advanced tech tools such as Hotjar, Google Maps, and Cloudflare suggests an openness to innovative digital engagement; this presents prospects to introduce advanced fintech solutions or enhanced digital platforms to improve client experience and operational efficiency.

Revenue Growth Potential With an estimated revenue between 250 million and 500 million dollars, BCI Wealth & Asset Management shows strong market positioning, presenting opportunities to upsell advanced investment strategies, expanded advisory services, or exclusive financial products to increase client assets under management.

Market Differentiation The company's commitment to a personalized, out-of-the-box approach to wealth preservation and honest client relationships offers a basis for marketing exclusive, differentiated investment solutions that resonate with clients valuing integrity and innovative strategies.

Strategic Growth Opportunities Given its size and revenue parallels with similarly structured firms, BCI is well-positioned for targeted outreach to introduce new financial planning tools, digital advisory platforms, or tactical investment services that align with its comprehensive, client-centric approach.

BCI Wealth & Asset Management Tech Stack

BCI Wealth & Asset Management uses 8 technology products and services including Hotjar, Cloudflare, Open Graph, and more. Explore BCI Wealth & Asset Management's tech stack below.

  • Hotjar
    Analytics
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • FMG Suite
    Content Marketing
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • HSTS
    Security
  • Google Tag Manager
    Tag Management

Media & News

BCI Wealth & Asset Management's Email Address Formats

BCI Wealth & Asset Management uses at least 2 format(s):
BCI Wealth & Asset Management Email FormatsExamplePercentage
First_L@buchananfs.comJohn_D@buchananfs.com
50%
FLast@buchananfs.comJDoe@buchananfs.com
50%
FLast@bciwam.comJDoe@bciwam.com
100%

Frequently Asked Questions

What is BCI Wealth & Asset Management's phone number?

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You can contact BCI Wealth & Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BCI Wealth & Asset Management's official website and social media links?

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BCI Wealth & Asset Management's official website is bciwam.com and has social profiles on LinkedIn.

What is BCI Wealth & Asset Management's NAICS code?

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BCI Wealth & Asset Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does BCI Wealth & Asset Management have currently?

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As of December 2025, BCI Wealth & Asset Management has approximately 23 employees across 2 continents, including South AmericaNorth America. Key team members include Ceo: P. R.President & Managing Partner: T. B.Head Of Equities: A. M.. Explore BCI Wealth & Asset Management's employee directory with LeadIQ.

What industry does BCI Wealth & Asset Management belong to?

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BCI Wealth & Asset Management operates in the Investment Management industry.

What technology does BCI Wealth & Asset Management use?

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BCI Wealth & Asset Management's tech stack includes HotjarCloudflareOpen GraphFMG SuitejQueryGoogle MapsHSTSGoogle Tag Manager.

What is BCI Wealth & Asset Management's email format?

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BCI Wealth & Asset Management's email format typically follows the pattern of First_L@buchananfs.com. Find more BCI Wealth & Asset Management email formats with LeadIQ.

When was BCI Wealth & Asset Management founded?

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BCI Wealth & Asset Management was founded in 2004.

BCI Wealth & Asset Management

Investment ManagementFlorida, United States11-50 Employees

At BCI Wealth & Asset Management, we help affluent and accomplished professionals reach their personal and business financial goals. Whatever the market environment, we implement a comprehensive planning process and in-depth technical analysis to provide tailored solutions to meet the diverse and varying needs of each of our clients. Our client relationships are paramount to our principles at BCI; which is why we are committed to an honest, real world approach to investing.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Securities and investment advisory services offered through NEXT Financial Group, Inc. (“NEXT”), Member FINRA/SIPC. BCI Wealth & Asset Management is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com.  Posts on this site may not reflect the views or opinions of NEXT.

Section iconCompany Overview

Phone number
Website
bciwam.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $250M$500M

    BCI Wealth & Asset Management's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    BCI Wealth & Asset Management's revenue is estimated to be in the range of $250M$500M

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