Insights

Trusted advisory Finance-focused firm with a clear emphasis on trust, integrity, and client-first guidance, suggesting a potential for premium advisory services and compliance-centered solutions.

Asset safety Limited custody of client funds with partnerships in place (SEI Trust and Pershing) indicates openness to enhanced custody, asset protection, and risk management services.

Growth opportunity Revenue range of 10M–25M and a lean employee base (11-50) imply potential for scalable financial technology, process optimization, and outsourced support to improve margins.

Tech footprint Current tech stack includes WordPress, jQuery, PHP, and analytics, signaling opportunities for modernizing digital client experience, cybersecurity hardening, and data-driven marketing services.

Partnership potential Strategic alignment with large custodians and a consultative culture suggests collaboration opportunities in partnership development, product integrations, and white-label services to expand reach.

Similar companies to Compass Capital Corporation

Compass Capital Corporation Tech Stack

Compass Capital Corporation uses 8 technology products and services including WordPress, Font Awesome, Google Fonts API, and more. Explore Compass Capital Corporation's tech stack below.

  • Content Management System
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Compass Capital Corporation's Email Address Formats

Compass Capital Corporation uses at least 1 email format:
Compass Capital Corporation Email FormatsExamplePercentage
First@compasscapital.coJohn@compasscapital.co
100%

Frequently Asked Questions

What is Compass Capital Corporation's phone number?

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You can contact Compass Capital Corporation'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 Compass Capital Corporation's official website and social media links?

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Compass Capital Corporation's official website is compasscapital.co and has social profiles on LinkedIn.

How much revenue does Compass Capital Corporation generate?

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As of September 2026, Compass Capital Corporation's annual revenue is estimated to be $10M - $25M.

What is Compass Capital Corporation's SIC code and NAICS code?

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

How many employees does Compass Capital Corporation have currently?

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As of September 2026, Compass Capital Corporation has approximately 20 employees across 1 continents, including North America. Key team members include Senior Vice President: P. U., Director Wealth Management: P. M. and Administrative Assistant: C. C. Explore Compass Capital Corporation's employee directory with LeadIQ.

What industry does Compass Capital Corporation belong to?

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Compass Capital Corporation operates in the Financial Services industry.

What technology does Compass Capital Corporation use?

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Compass Capital Corporation's tech stack includes WordPress, Font Awesome, Google Fonts API, Twemoji, jQuery, Underscore.js, PHP and Google Analytics.

What is Compass Capital Corporation's email format?

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Compass Capital Corporation's email format typically follows the pattern of First@compasscapital.co. Find more Compass Capital Corporation email formats with LeadIQ.

When was Compass Capital Corporation founded?

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Compass Capital Corporation was founded in 1984.
Compass Capital Corporation logo

Compass Capital Corporation

Financial ServicesMassachusetts, United States11-50 Employees

Compass Capital Corporation is a financial services firm based in Braintree, Massachusetts, that positions itself as a trusted financial advisor to its clients. The company emphasizes safeguarding client interests through prudent risk management and an asset-safety structure in which client funds and securities are not held directly by Compass; instead, it partners with established national entities to support custody and administration. Its approach centers on integrity, thoughtful guidance, and tailored solutions delivered with local responsiveness, leveraging strong partnerships while maintaining a consultative, client-focused culture. The firm serves a financial advisory role within the broader asset management ecosystem, aiming to provide reliable outcomes through compliant operations and robust investor protections. The organization operates from the Massachusetts location and serves clients through a model that prioritizes trust, risk awareness, and careful stewardship of assets. A recent development noted is its ongoing collaboration with recognized industry partners to enhance custody and advisory capabilities, reflecting a steady emphasis on safety and service quality.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Compass Capital Corporation's revenue is estimated to be in the range of $10M - $25M

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