Insights

Niche Market Position Capital Wealth Management operates within the financial services industry with a relatively small team of 11 to 50 employees, indicating a potentially personalized approach to wealth management services that could appeal to clients seeking tailored financial solutions.

Growth Potential With annual revenues ranging from one to ten million dollars, the company demonstrates substantial growth opportunities, especially when considering expanding their client base or adopting new financial technologies to scale operations.

Technology Utilization The company's use of modern technology such as Google Cloud, WordPress, and social media platforms suggests an openness to digital engagement and online client outreach, providing avenues for digital marketing and service expansion.

Competitive Landscape Facing competitors like Cedar Capital and The Doyle Group, which have similar or larger teams and comparable revenue ranges, presents opportunities for targeted outreach to differentiate their offerings or introduce innovative financial products.

Market Trends Given the increasing importance of digital presence in financial services, Capital Wealth Management’s existing online resources and social media channels position them well to leverage current market trends towards online financial consulting and remote client engagement.

Similar companies to Capital Wealth Management

Capital Wealth Management Tech Stack

Capital Wealth Management uses 8 technology products and services including WordPress, Google Cloud, jQuery Migrate, and more. Explore Capital Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • Google Cloud
    Infrastructure As A Service
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • WPBakery
    Page Builders
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players
  • Twitter
    Widgets

Media & News

Capital Wealth Management's Email Address Formats

Capital Wealth Management uses at least 1 format(s):
Capital Wealth Management Email FormatsExamplePercentage
FLast@capital-wealth.caJDoe@capital-wealth.ca
36%
First.Last@capital-wealth.caJohn.Doe@capital-wealth.ca
14%
FLast@capital-wealth.caJDoe@capital-wealth.ca
36%
First.Last@capital-wealth.caJohn.Doe@capital-wealth.ca
14%

Frequently Asked Questions

What is Capital Wealth Management's stock symbol?

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Capital Wealth Management is a publicly traded company; the company's stock symbol is N/A.

What is Capital Wealth Management's official website and social media links?

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Capital Wealth Management's official website is capital-wealth.ca and has social profiles on LinkedIn.

What is Capital Wealth Management's SIC code NAICS code?

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

How many employees does Capital Wealth Management have currently?

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As of December 2025, Capital Wealth Management has approximately 24 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Business Owner: B. G.Managing Director: K. C.Investment Representative And Retirement Planning Specialist: J. P. B.. Explore Capital Wealth Management's employee directory with LeadIQ.

What industry does Capital Wealth Management belong to?

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Capital Wealth Management operates in the Financial Services industry.

What technology does Capital Wealth Management use?

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Capital Wealth Management's tech stack includes WordPressGoogle CloudjQuery MigratejQueryWPBakeryBootstrapYouTubeTwitter.

What is Capital Wealth Management's email format?

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Capital Wealth Management's email format typically follows the pattern of FLast@capital-wealth.ca. Find more Capital Wealth Management email formats with LeadIQ.

Capital Wealth Management

Financial ServicesEngland, United Kingdom11-50 Employees

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Section iconCompany Overview

SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Capital Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Capital Wealth Management's revenue is estimated to be in the range of $1M$10M

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