Insights

Market Position Independent broker-dealer with SEC and FINRA registration and affiliated advisory arm suggests cross-sell potential between brokerage services and investment advisory/management offerings to client base.

Growth Opportunity Revenue in the 1M-10M range and a lean employee base indicate scale-up potential in technology, compliance, and client acquisition services to accelerate growth.

Tech Enablement Current tech stack (WordPress, MySQL, Shopify, jQuery) combined with modern protocols (HSTS, HTTP/3) highlights opportunities to modernize client portals, CRM integration, and digital onboarding to improve efficiency.

Strategic Partnerships Past activity involving asset transactions and connections to property/alternative investments signals openness to advisory networks, asset management collaborations, and capital introduction services.

Competitive Landscape Compared to large peers, CoreCap’s smaller scale presents a niche for boutique solutions in regulatory compliance, risk management, and scalable marketing programs tailored to mid-sized financial firms.

Similar companies to CoreCap Investments

CoreCap Investments Tech Stack

CoreCap Investments uses 8 technology products and services including WordPress, MySQL, Babel, and more. Explore CoreCap Investments's tech stack below.

  • Content Management System
  • MySQL
    Database
  • Babel
    Development
  • E-commerce
  • jQuery Migrate
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • HSTS
    Security
  • HTTP/3
    Web & Portal Technology

CoreCap Investments's Email Address Formats

CoreCap Investments uses at least 1 email format:
CoreCap Investments Email FormatsExamplePercentage
First.Last@corecapinv.comJohn.Doe@corecapinv.com
100%

Frequently Asked Questions

What is CoreCap Investments's phone number?

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You can contact CoreCap Investments'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 CoreCap Investments's official website and social media links?

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CoreCap Investments's official website is corecapinv.com and has social profiles on LinkedIn.

How much revenue does CoreCap Investments generate?

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As of July 2026, CoreCap Investments's annual revenue is estimated to be $1M - $10M.

What is CoreCap Investments's NAICS code?

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CoreCap Investments's NAICS code is 52 - Finance and Insurance.

How many employees does CoreCap Investments have currently?

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As of July 2026, CoreCap Investments has approximately 11 employees across 1 continents, including North America. Key team members include General Counsel Chief Compliance Officer: H. C., Senior Vice President, Investments: J. F. and Smartvestor Pro Dave Ramsey: K. B. C. Explore CoreCap Investments's employee directory with LeadIQ.

What industry does CoreCap Investments belong to?

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CoreCap Investments operates in the Financial Services industry.

What technology does CoreCap Investments use?

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CoreCap Investments's tech stack includes WordPress, MySQL, Babel, Shopify, jQuery Migrate, Swiper, HSTS and HTTP/3.

What is CoreCap Investments's email format?

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CoreCap Investments's email format typically follows the pattern of First.Last@corecapinv.com. Find more CoreCap Investments email formats with LeadIQ.
CoreCap Investments logo

CoreCap Investments

Financial ServicesMichigan, United States11-50 Employees

CoreCap Investments, Inc. is an independent, full-service brokerage firm in the financial services industry. It is registered as a broker-dealer with the Securities and Exchange Commission and is regulated by the SEC and FINRA; its affiliate, CoreCap Advisors, Inc., is registered as an investment adviser with the SEC. The firm provides financial planning, investment advisory, and investment banking services, with professionals who work to present clients with a range of options and execute them in a timely manner. CoreCap maintains relationships with a broad network of industry professionals to stay adaptable within a changing financial services landscape and support clients' financial goals. The organization operates with a small to mid-sized workforce.

Headquartered in Southfield, Michigan, CoreCap serves clients seeking integrated financial services spanning planning, advisory, and investment banking. As an independent broker-dealer paired with an affiliated SEC-registered investment adviser, the company coordinates advisory and transactional work under regulatory oversight, leveraging its diverse staff and network to tailor solutions to client needs.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    CoreCap Investments's revenue is estimated to be in the range of $1M - $10M

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