Insights

Growing Asset Base With total assets under management of approximately $52.4 billion, Canterbury Consulting represents a substantial market opportunity for premier financial technology, asset management tools, and specialized investment products tailored to large-scale investors.

Focus on Private Markets Canterbury's recent onboarding of SUBSCRIBE for private market fund workflows indicates a strong interest in expanding private equity and alternative investments, highlighting potential for vendors providing private market analytics, deal sourcing, or workflow management solutions.

Industry Recognition Being named one of the best places to work and recognized for excellent client service suggests Canterbury values innovation and high-quality solutions, offering opportunities for premium service providers in areas like client reporting, CRM systems, and advisory platforms.

Event Participation Active engagement in industry conferences such as SuperReturn and ALTSSV positions Canterbury as an influential player in private equity, venture capital, and alternative assets, creating opportunities for networking, sponsored content, and advanced due diligence tools.

Client Segments Serving diverse clients including foundations, educational endowments, religious groups, and health organizations, Canterbury presents a broad opportunity landscape for solutions tailored to mission-driven investing, ESG integration, and regulatory compliance.

Canterbury Consulting Tech Stack

Canterbury Consulting uses 8 technology products and services including Cloudflare CDN, Open Graph, Microsoft Excel, and more. Explore Canterbury Consulting's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Microsoft Excel
    Editors
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • Microsoft
    Miscellaneous
  • Stellar.js
    Web Tools And Plugins
  • jQuery.scrollTo
    Web Tools And Plugins

Media & News

Canterbury Consulting's Email Address Formats

Canterbury Consulting uses at least 1 format(s):
Canterbury Consulting Email FormatsExamplePercentage
FLast@canterburyconsulting.comJDoe@canterburyconsulting.com
79%
Last@canterburyconsulting.comDoe@canterburyconsulting.com
15%
First@canterburyconsulting.comJohn@canterburyconsulting.com
5%
FMiddleLast@canterburyconsulting.comJMichaelDoe@canterburyconsulting.com
1%

Frequently Asked Questions

Where is Canterbury Consulting's headquarters located?

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Canterbury Consulting's main headquarters is located at 610 Newport Center Drive, Suite 500. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Canterbury Consulting's phone number?

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You can contact Canterbury Consulting'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 Canterbury Consulting's stock symbol?

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Canterbury Consulting is a publicly traded company; the company's stock symbol is CITI.

What is Canterbury Consulting's official website and social media links?

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Canterbury Consulting's official website is canterburyconsulting.com and has social profiles on LinkedIn.

How much revenue does Canterbury Consulting generate?

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As of December 2025, Canterbury Consulting's annual revenue is estimated to be $6.1M.

What is Canterbury Consulting's SIC code NAICS code?

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Canterbury Consulting's SIC code is 8711 - Engineering Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Canterbury Consulting have currently?

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As of December 2025, Canterbury Consulting has approximately 98 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Co-Founder: B. C.Vice President: B. M.Vice President, Investment Research: M. L. C. C.. Explore Canterbury Consulting's employee directory with LeadIQ.

What industry does Canterbury Consulting belong to?

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Canterbury Consulting operates in the Investment Management industry.

What technology does Canterbury Consulting use?

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Canterbury Consulting's tech stack includes Cloudflare CDNOpen GraphMicrosoft ExcelMicrosoft 365Font AwesomeMicrosoftStellar.jsjQuery.scrollTo.

What is Canterbury Consulting's email format?

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Canterbury Consulting's email format typically follows the pattern of FLast@canterburyconsulting.com. Find more Canterbury Consulting email formats with LeadIQ.

When was Canterbury Consulting founded?

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Canterbury Consulting was founded in 1988.

Canterbury Consulting

Investment ManagementCalifornia, United States51-200 Employees

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. 

Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.

Section iconCompany Overview

Headquarters
610 Newport Center Drive, Suite 500
Phone number
SIC Code
8711 - Engineering Services
Stock Symbol
CITI
NAICS Code
5239 - Other Financial Investment Activities
Founded
1988
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Canterbury Consulting's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Canterbury Consulting's revenue is estimated to be in the range of $100M$250M

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