Insights

Niche Expertise Del-Sette Capital Management specializes in retirement planning and fee-based investment advisory services, targeting clients seeking personalized financial strategies, which presents opportunities for tailored upselling of comprehensive wealth management solutions.

Regulatory Focus As a registered investment advisor with licenses in NY and Texas, the firm demonstrates compliance and trustworthiness, making it a prime candidate for partnerships or service integrations that reinforce regulatory adherence.

Growing Revenue With annual revenues estimated between 1 million and 10 million dollars, there is clear potential for expanding client base and service offerings, especially among high-net-worth individuals looking for specialized retirement planning.

Technology Stack Utilization of modern website tools such as WordPress and SEO plugins indicates an active online presence, providing avenues for digital marketing campaigns and lead generation efforts targeted at prospective clients.

Market Niche Operating in a competitive landscape with over ten similar firms, Del-Sette can differentiate through personalized services and leveraging its founder's extensive financial and tax expertise to attract clients seeking trusted advisory roles.

Del-Sette Capital Management Tech Stack

Del-Sette Capital Management uses 8 technology products and services including WordPress Super Cache, Open Graph, Font Awesome, and more. Explore Del-Sette Capital Management's tech stack below.

WordPress Super Cache

Caching

Open Graph

Content Management System

Font Awesome

Font Scripts

jQuery UI

Javascript Libraries

Online Community Software

Yoast SEO

Search Engines

reCAPTCHA

Security

Google Plus

Widgets

Del-Sette Capital Management Email Formats	Example	Percentage
First@happinessinretirement.com	John@happinessinretirement.com	50%
First@happinessinretirement.com	John@happinessinretirement.com	50%

Del-Sette Capital Management Email Formats

Example

Percentage

First@happinessinretirement.com

John@happinessinretirement.com

50%

First@happinessinretirement.com

John@happinessinretirement.com

50%

Frequently Asked Questions

What is Del-Sette Capital Management's phone number?

You can contact Del-Sette Capital Management's main corporate office by phone at

+1-518-793-****

. 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 Del-Sette Capital Management's official website and social media links?

Del-Sette Capital Management's official website is happinessinretirement.com and has social profiles on LinkedIn.

What is Del-Sette Capital Management's SIC code NAICS code?

Del-Sette Capital Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Del-Sette Capital Management have currently?

As of December 2025, Del-Sette Capital Management has approximately 5 employees across 1 continents, including North America. Key team members include Owner: B. D. C.Owner: B. D.Operations Manager: S. A.. Explore Del-Sette Capital Management's employee directory with LeadIQ.

What industry does Del-Sette Capital Management belong to?

Del-Sette Capital Management operates in the Financial Services industry.

What technology does Del-Sette Capital Management use?

Del-Sette Capital Management's tech stack includes WordPress Super CacheOpen GraphFont AwesomejQuery UILinkedInYoast SEOreCAPTCHAGoogle Plus.

What is Del-Sette Capital Management's email format?

Del-Sette Capital Management's email format typically follows the pattern of First@happinessinretirement.com. Find more Del-Sette Capital Management email formats with LeadIQ.

When was Del-Sette Capital Management founded?

Del-Sette Capital Management was founded in 2012.

Del-Sette Capital Management

Q: How many employees does Del-Sette Capital Management have currently?

Del-Sette Capital Management has approximately 5 employees.

Q: What technology does Del-Sette Capital Management use?

Del-Sette Capital Management's tech stack includes Google Hosted Libraries, Google Analytics, Yoast SEO, Font Awesome, HSTS.

Financial ServicesNew York, United States2-10 Employees

Bill Del-Sette is a Certified Financial Planner®  with over 14 years of experience managing investments and helping clients achieve their retirement goals. Bill passed the CPA exam in 1998 and is the founder of Del-Sette Capital Management LLC.  After 14 years of being a dual professional in the fields of taxation and financial planning, Bill decided to focus all of his time and energy on his passions of retirement planning and investment management.  

In 2012, Bill founded Del-Sette Capital Management as a company dedicated to and focused on fee-based investment management and retirement planning.

Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management a Registered Investment Advisor in the State of NY and Texas.  Insurance products and services are offered through Bill Del-Sette.  Del-Sette Capital Management and Bill Del-Sette are affiliated companies.

Del-Sette Capital Management, LLC (“Del-Sette”)] is a registered investment advisor. Del-Sette provides investment advisory and related services for clients nationally. Del-Sette will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.del-sette.com/.

Insights

Similar companies to Del-Sette Capital Management

CAPTRUST

Edelman Financial Engines

Fisher Investments

Mercer Advisors

Personal Capital

Hightower Advisors

TIAA

Creative Planning