What is CSI Capital Management's NAICS code?

CSI Capital Management's NAICS code is 52 (Finance and Insurance).

Insights

Nimble Biz Small team size (2-10 employees) suggests a tight, agile operation with potential readiness for outsourced or targeted financial technology solutions, compliance tooling, or boutique advisory services.

Growing Revenue Annual revenue in the $1M-$10M range indicates a growing firm that could benefit from scalable tech, portfolio management enhancements, client experience automation, and mid-market service packages.

Tech Stack Current stack includes web and analytics tools (AT Internet XiTi, Google Fonts API, Bootstrap, Nginx) presenting opportunities for optimized digital presence, website performance improvements, analytics-driven marketing, and security hardening.

Market Position As a small-capital management firm, there is potential for competitive differentiation through specialized investment strategies, personalized client service, and partnerships that align with mid-sized wealth managers seeking scale without losing boutique focus.

Growth Levers High–level peers in the sector (Fidelity, Vanguard, Charles Schwab) indicate a large total addressable market; a focus on fintech integrations, CRM/AE tools, and fiduciary compliance solutions could be attractive to align with industry standards while maintaining agility.

Similar companies to CSI Capital Management

Charles Schwab
35K$10B+
Fidelity Investments
85K$10B+
Cardinal Point Wealth Management, ULC
59$25M - $50M
Vanguard
28K$10B+
Fisher Investments
5.8K$1B - $10B
Creative Planning
2.7K$1B - $10B

CSI Capital Management Tech Stack

CSI Capital Management uses 5 technology products and services including AT Internet XiTi, Font Awesome, Google Fonts API, and more. Explore CSI Capital Management's tech stack below.

AT Internet XiTi
Analytics
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Bootstrap
UI Frameworks
Nginx
Web Servers

CSI Capital Management's Email Address Formats

CSI Capital Management uses at least 2 email formats:

CSI Capital Management Email Formats	Example	Percentage
FLast@csicapital.com	JDoe@csicapital.com	75%
F.Last@csicapital.com	J.Doe@csicapital.com	25%

Frequently Asked Questions

What is CSI Capital Management's phone number?

You can contact CSI Capital Management's main corporate office by phone at

+1-415-616-****

. 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 CSI Capital Management's official website and social media links?

CSI Capital Management's official website is csicapital.com and has social profiles on LinkedIn.

How much revenue does CSI Capital Management generate?

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

What is CSI Capital Management's SIC code and NAICS code?

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

How many employees does CSI Capital Management have currently?

As of August 2026, CSI Capital Management has approximately 4 employees across 2 continents, including North America and Africa. Key team members include Client Advisor Hnw: G. S. and Site Coordinator: N. S. Explore CSI Capital Management's employee directory with LeadIQ.

What industry does CSI Capital Management belong to?

CSI Capital Management operates in the Financial Services industry.

What technology does CSI Capital Management use?

CSI Capital Management's tech stack includes AT Internet XiTi, Font Awesome, Google Fonts API, Bootstrap and Nginx.

What is CSI Capital Management's email format?

CSI Capital Management's email format typically follows the pattern of FLast@csicapital.com. Find more CSI Capital Management email formats with LeadIQ.

When was CSI Capital Management founded?

CSI Capital Management was founded in 1978.

CSI Capital Management

Q: What is CSI Capital Management's official website and social media links?

CSI Capital Management's official website is csicapital.com. CSI Capital Management has social profiles on LinkedIn.

Q: How many employees does CSI Capital Management have currently?

CSI Capital Management has approximately 4 employees.

Q: What technology does CSI Capital Management use?

CSI Capital Management's tech stack includes Font Awesome, AT Internet XiTi, Bootstrap, Nginx, Google Fonts API.

Financial ServicesCalifornia, United States2-10 Employees

CSI Capital Management operates in the financial services sector from San Francisco, California. The firm is a small team, and its activities are anchored in providing financial management services within the capital management sphere. The company’s focus appears oriented toward clients seeking professional oversight and guidance in managing financial assets, situated within a competitive landscape alongside larger asset managers. While based in the San Francisco area, the organization emphasizes a localized presence in its operations. A recent development note indicates a corporate update, reflecting ongoing activity in its business operations.