Insights

Outsourced CIO niche CMC focuses on outsourcing investment program research and fiduciary responsibilities for financial intermediaries, suggesting a sales angle around expanding outsourced CIO capabilities and fiduciary risk management services for banks, trust companies, wealth managers, and broker-dealers.

Mid-market fintech With 11-50 employees and revenue in the 10M-25M range, target mid-sized financial services firms that may be seeking scalable, cost-efficient research outsourcing and governance solutions to differentiate their client offerings.

Emerging Manager opportunity CMC launched an Emerging Manager initiative in 2018, indicating a potential ongoing program to identify and partner with newer asset managers, creating sales paths to firms looking for outsourced research and due diligence support.

Tech stack leverage Existing technologies such as DNN, Open Graph, RSS, Webpack, Squarespace Commerce, and analytics indicate potential for offering data/analytics enhancements, digital onboarding, and compliant web presence services to clients.

Strategic alignment Clients include banks, trust companies, wealth managers, broker-dealers, accounting and law firms, insurance companies, and family offices, suggesting cross-sale opportunities across multiple advisory and professional services firms seeking fiduciary documentation and efficient execution.

Capital Market Consultants, Inc. Tech Stack

Capital Market Consultants, Inc. uses 8 technology products and services including RSS, Open Graph, DNN, and more. Explore Capital Market Consultants, Inc.'s tech stack below.

  • RSS
    Content Management System
  • Open Graph
    Content Management System
  • DNN
    Content Management System
  • Register.com
    Domain Name Services
  • Microsoft 365
    Email
  • Priority Hints
    Performance
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

Capital Market Consultants, Inc.'s Email Address Formats

Capital Market Consultants, Inc. uses at least 1 format(s):
Capital Market Consultants, Inc. Email FormatsExamplePercentage
First@cmarkc.comJohn@cmarkc.com
100%

Frequently Asked Questions

What is Capital Market Consultants, Inc.'s phone number?

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You can contact Capital Market Consultants, Inc.'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 Capital Market Consultants, Inc.'s official website and social media links?

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Capital Market Consultants, Inc.'s official website is cmarkc.com and has social profiles on LinkedIn.

How much revenue does Capital Market Consultants, Inc. generate?

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As of August 2026, Capital Market Consultants, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Capital Market Consultants, Inc.'s SIC code NAICS code?

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Capital Market Consultants, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Capital Market Consultants, Inc. have currently?

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As of August 2026, Capital Market Consultants, Inc. has approximately 12 employees across 3 continents, including North AmericaAsiaSouth America. Key team members include It Manager: S. B.Senior Manager: T. H.Client Communications Consultant: S. M.. Explore Capital Market Consultants, Inc.'s employee directory with LeadIQ.

What industry does Capital Market Consultants, Inc. belong to?

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Capital Market Consultants, Inc. operates in the Financial Services industry.

What technology does Capital Market Consultants, Inc. use?

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Capital Market Consultants, Inc.'s tech stack includes RSSOpen GraphDNNRegister.comMicrosoft 365Priority HintsGoogle AnalyticsAdobe Fonts.

What is Capital Market Consultants, Inc.'s email format?

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Capital Market Consultants, Inc.'s email format typically follows the pattern of First@cmarkc.com. Find more Capital Market Consultants, Inc. email formats with LeadIQ.

When was Capital Market Consultants, Inc. founded?

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Capital Market Consultants, Inc. was founded in 2002.
Capital Market Consultants, Inc. logo

Capital Market Consultants, Inc.

Financial ServicesWisconsin, United States11-50 Employees

Capital Market Consultants, Inc. (CMC) operates in the financial services sector, providing outsourced research support to intermediaries that manage investment programs. The firm focuses on delivering selected research functions, effectively serving as an outsourced CIO to help clients document fiduciary diligence, save time, and differentiate their offerings for their own clients. Its client base spans banks, trust companies, wealth management firms, broker-dealers, accounting and law firms, insurance companies, and family offices, all of whom seek a structured approach to investment research as part of fiduciary duties. Based in Milwaukee, Wisconsin, CMC positions itself as a partner for organizations seeking to augment their investment program capabilities through specialized research outsourcing." } }{ } } } { } } } } } { } } } } } { } } } } } { } } } } } } { } } } } } } { } } } } } } } } } } } } } } { } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
Website
cmarkc.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Capital Market Consultants, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Capital Market Consultants, Inc.'s revenue is estimated to be in the range of $1M - $10M

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