Insights

Emerging firm Bolton Capital is a near-vanilla financial services firm with a very small team and low revenue, signaling potential for scalable technology and outsource support to accelerate growth.

Strategic hires Recent leadership appointment as CEO in January 2025 suggests a pivot or growth phase; target for executive-level outreach and tailored solutions that align with new strategic direction.

Tech modernization Existing technology stack includes WordPress, Shopify, Azure AD, and cloud services, indicating openness to cloud, data security, and digital modernization initiatives suitable for integration or efficacy enhancements.

Allied partnerships Past collaborations with iCapital Network and Wealth Management GPT show a pattern of expanding advisory capabilities and AI-enabled platforms; opportunities exist for AI tooling, private markets access, and client concierge services.

Growth horizons Multiple office expansion history and a Miami presence managing significant assets, plus a sub-$1M revenue profile, point to cross-sell opportunities in wealth tech, fiduciary services, and scaled back-office support for growing advisor networks.

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Bolton Capital Tech Stack

Bolton Capital uses 8 technology products and services including html5media, WordPress, CookieYes, and more. Explore Bolton Capital's tech stack below.

html5media
Audio, Video, Graphics
WordPress
Content Management System
CookieYes
Cookie Compliance
Microsoft Azure DNS
Domain Name Services
Shopify
E-commerce
Microsoft 365
Email
Azure Active Directory
Identity And Access Management
WP Engine
Platform As A Service

Media & News

Bolton Capital's Email Address Formats

Bolton Capital uses at least 4 email formats:

Bolton Capital Email Formats	Example	Percentage
FLast@boltonglobal.com	JDoe@boltonglobal.com	88%
First.Last@boltonglobal.com	John.Doe@boltonglobal.com	5%
Last@boltonglobal.com	Doe@boltonglobal.com	5%
FMiddleLast@boltonglobal.com	JMichaelDoe@boltonglobal.com	2%

Frequently Asked Questions

What is Bolton Capital's phone number?

You can contact Bolton Capital's main corporate office by phone at

+1-978-779-****

. 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 Bolton Capital's official website and social media links?

Bolton Capital's official website is boltonglobal.com and has social profiles on LinkedIn.

How much revenue does Bolton Capital generate?

As of September 2026, Bolton Capital's annual revenue is estimated to be <$1M.

What is Bolton Capital's NAICS code?

Bolton Capital's NAICS code is 52 - Finance and Insurance.

How many employees does Bolton Capital have currently?

As of September 2026, Bolton Capital has approximately 1 employees across 1 continents, including North America. Key team members include Account Manager: A. C., Taxas Anuais Da Empresa Point East Investments: G. R. and Compliance Officer: J. M. Explore Bolton Capital's employee directory with LeadIQ.

What industry does Bolton Capital belong to?

Bolton Capital operates in the Financial Services industry.

What technology does Bolton Capital use?

Bolton Capital's tech stack includes html5media, WordPress, CookieYes, Microsoft Azure DNS, Shopify, Microsoft 365, Azure Active Directory and WP Engine.

What is Bolton Capital's email format?

Bolton Capital's email format typically follows the pattern of FLast@boltonglobal.com. Find more Bolton Capital email formats with LeadIQ.

Bolton Capital

Q: What is Bolton Capital's official website and social media links?

Bolton Capital's official website is boltonglobal.com. Bolton Capital has social profiles on LinkedIn.

Q: How many employees does Bolton Capital have currently?

Bolton Capital has approximately 1 employees.

Q: What industry does Bolton Capital belong to?

Bolton Capital operates in the Financial Services industry.

Q: What technology does Bolton Capital use?

Bolton Capital's tech stack includes html5media, Microsoft Azure DNS, Slick, Priority Hints, Microsoft 365.

Q: What is Bolton Capital's NAICS code?

Bolton Capital's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States0-1 Employees

Bolton Capital is a financial services firm based in Latham, New York. With a small staff footprint, it operates as a platform that serves a network of financial advisors and their clients. The firm has broadened its service scope through partnerships and new platforms, including alliances with iCapital Network to offer access to private market products and with Wealth Management GPT to provide AI-driven business management tools to its advisor network. In January 2025, Bolton Global Capital appointed Steve Preskenis as chief executive officer, marking a leadership change for the organization. The company has also pursued growth through expansion and service enhancements, such as opening a Miami office in 2020 and launching a client concierge platform in 2022 to deliver a family-office-style service for its advisers and clients.