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Insights

Growth Through Acquisition SageView Advisory Group's recent acquisitions, including Capital Strategies Investment Group and OnTrack 401(k), demonstrate a strategic expansion approach that may open opportunities for technology integration, client onboarding solutions, and partnership offerings to support their growth initiatives.

Industry Consolidation The recent news about potential acquisition by Creative Planning highlights active consolidation within the independent advisor sector, creating a demand for scalable solutions, integrations, and collaborative platforms tailored to rapidly growing firms.

Financial Stability With annual revenues estimated between 10 and 25 million dollars, SageView shows a solid financial foundation, making them a viable partner for premium technology services, compliance solutions, or enterprise-scale financial tools.

Client Portfolio Focus Serving over 1,900 institutions and 5,000 households across diverse client segments indicates an emphasis on comprehensive, customizable solutions that enhance client engagement, financial wellness initiatives, and advanced reporting tools.

Technology Adoption SageView's use of leading platforms like eMoney, AWS, and Microsoft Dynamics presents opportunities to offer integrated, cloud-based financial planning, data management, and automation solutions to streamline their operations and improve service delivery.

CAP STRAT (Now part of SageView Advisory Group) Tech Stack

CAP STRAT (Now part of SageView Advisory Group) uses 8 technology products and services including eMoney, Amazon Web Services, Oracle, and more. Explore CAP STRAT (Now part of SageView Advisory Group)'s tech stack below.

  • eMoney
    Accounting
  • Amazon Web Services
    Cloud Hosting
  • Oracle
    Enterprise
  • Microsoft Dynamics
    Enterprise Resource Planning
  • Font Awesome
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Site24x7
    Real User Monitoring
  • AddThis
    Widgets

Media & News

CAP STRAT (Now part of SageView Advisory Group)'s Email Address Formats

CAP STRAT (Now part of SageView Advisory Group) uses at least 2 format(s):
CAP STRAT (Now part of SageView Advisory Group) Email FormatsExamplePercentage
FLast@capstratig.comJDoe@capstratig.com
93%
F-Last@capstratig.comJ-Doe@capstratig.com
7%
FLast@sageviewadvisory.comJDoe@sageviewadvisory.com
93%
Last@sageviewadvisory.comDoe@sageviewadvisory.com
6%
First.Last@sageviewadvisory.comJohn.Doe@sageviewadvisory.com
1%

Frequently Asked Questions

What is CAP STRAT (Now part of SageView Advisory Group)'s phone number?

Minus sign iconPlus sign icon You can contact CAP STRAT (Now part of SageView Advisory Group)'s main corporate office by phone at
+1-312-207-****
. 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 CAP STRAT (Now part of SageView Advisory Group)'s official website and social media links?

Minus sign iconPlus sign iconCAP STRAT (Now part of SageView Advisory Group)'s official website is sageviewadvisory.com and has social profiles on LinkedIn.

What is CAP STRAT (Now part of SageView Advisory Group)'s NAICS code?

Minus sign iconPlus sign iconCAP STRAT (Now part of SageView Advisory Group)'s NAICS code is 52 - Finance and Insurance.

How many employees does CAP STRAT (Now part of SageView Advisory Group) have currently?

Minus sign iconPlus sign iconAs of December 2025, CAP STRAT (Now part of SageView Advisory Group) has approximately 11 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Chief Executive Officer: A. A.Senior Managing Partner: S. K.Product Manager: E. N.. Explore CAP STRAT (Now part of SageView Advisory Group)'s employee directory with LeadIQ.

What industry does CAP STRAT (Now part of SageView Advisory Group) belong to?

Minus sign iconPlus sign iconCAP STRAT (Now part of SageView Advisory Group) operates in the Financial Services industry.

What technology does CAP STRAT (Now part of SageView Advisory Group) use?

Minus sign iconPlus sign iconCAP STRAT (Now part of SageView Advisory Group)'s tech stack includes eMoneyAmazon Web ServicesOracleMicrosoft DynamicsFont AwesomeLightboxSite24x7AddThis.

What is CAP STRAT (Now part of SageView Advisory Group)'s email format?

Minus sign iconPlus sign iconCAP STRAT (Now part of SageView Advisory Group)'s email format typically follows the pattern of FLast@capstratig.com. Find more CAP STRAT (Now part of SageView Advisory Group) email formats with LeadIQ.

When was CAP STRAT (Now part of SageView Advisory Group) founded?

Minus sign iconPlus sign iconCAP STRAT (Now part of SageView Advisory Group) was founded in 2003.

CAP STRAT (Now part of SageView Advisory Group)

Financial ServicesIllinois, United States11-50 Employees

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $235 billion in assets, representing more than 1,900 institutions and over 5,000 households.

Organizations and retirement plan sponsors across the country trust us to provide investment oversight, comprehensive plan sponsor support, compliance consulting, and financial wellness solutions that drive change.

Since 1989, our experienced team of wealth management specialists has navigated diverse economic and market conditions, providing expertise, guidance and support to a wide range of clients, including individual investors, executives, professionals, business owners, and multi-generational families.

Section iconCompany Overview

Phone number
+1-312-207-****
Website
sageviewadvisory.com
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    CAP STRAT (Now part of SageView Advisory Group)'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    CAP STRAT (Now part of SageView Advisory Group)'s revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    A. A.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K.
    Senior Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. N.
    Product Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Retirement Plan Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    '. P.
    Financial Advisor
    Phone icon
    Mobile Phone

Employee Directory

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