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Insights

Niche Market Focus DeVoe & Company specializes in providing consulting, M&A guidance, and valuation services exclusively for Registered Investment Advisors, presenting targeted opportunities to offer tailored financial growth and succession planning solutions.

Recent Publishing Efforts The launch of the quarterly RIA Deal Book and the M&A Outlook Study indicates active involvement in industry thought leadership, creating opportunities to position complementary data analytics, market research, or educational services.

Expansion into Lending The introduction of DeVoe CapitalWorks connects advisors to lenders, suggesting potential for financial technology partnerships, lending platforms, or capital management solutions to enhance their service offerings.

Growth and Revenue With annual revenues estimated between $25 million and $50 million and a dedicated client base of wealth management firms, there is potential to offer premium consulting tools, client engagement platforms, or scalable tech solutions.

Technology Stack Match Utilizing platforms like Google Analytics and Modernizr, DeVoe & Company demonstrates a commitment to digital engagement; this opens opportunities for innovative marketing, analytics, or web optimization services to further enhance their online presence.

DeVoe & Company Tech Stack

DeVoe & Company uses 8 technology products and services including QuickBooks, Squarespace, Microsoft Excel, and more. Explore DeVoe & Company's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Squarespace
    Content Management System
  • Microsoft Excel
    Editors
  • E-Verify
    Identity Verification
  • HubSpot
    Marketing Automation
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

DeVoe & Company's Email Address Formats

DeVoe & Company uses at least 2 format(s):
DeVoe & Company Email FormatsExamplePercentage
First@devoeandcompany.comJohn@devoeandcompany.com
50%
First.Last@devoeandcompany.comJohn.Doe@devoeandcompany.com
50%
First.Last@devoe-co.comJohn.Doe@devoe-co.com
75%
Last@devoe-co.comDoe@devoe-co.com
18%
First.Middle@devoe-co.comJohn.Michael@devoe-co.com
7%

Frequently Asked Questions

Where is DeVoe & Company's headquarters located?

Minus sign iconPlus sign iconDeVoe & Company's main headquarters is located at 50 California Street Suite 1500 San Francisco, California 94111 United States. The company has employees across 1 continents, including North America.

What is DeVoe & Company's phone number?

Minus sign iconPlus sign icon You can contact DeVoe & Company's main corporate office by phone at
+1-415-813-****
. 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 DeVoe & Company's official website and social media links?

Minus sign iconPlus sign iconDeVoe & Company's official website is devoeandcompany.com and has social profiles on LinkedIn.

What is DeVoe & Company's SIC code NAICS code?

Minus sign iconPlus sign iconDeVoe & Company's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does DeVoe & Company have currently?

Minus sign iconPlus sign iconAs of June 2026, DeVoe & Company has approximately 30 employees across 1 continents, including North America. Key team members include President: G. R.Head Of Marketing: J. S.Managing Director And General Counsel: H. S.. Explore DeVoe & Company's employee directory with LeadIQ.

What industry does DeVoe & Company belong to?

Minus sign iconPlus sign iconDeVoe & Company operates in the Investment Banking industry.

What technology does DeVoe & Company use?

Minus sign iconPlus sign iconDeVoe & Company's tech stack includes QuickBooksSquarespaceMicrosoft ExcelE-VerifyHubSpotHSTSGoogle AnalyticsAdobe Fonts.

What is DeVoe & Company's email format?

Minus sign iconPlus sign iconDeVoe & Company's email format typically follows the pattern of First@devoeandcompany.com. Find more DeVoe & Company email formats with LeadIQ.

When was DeVoe & Company founded?

Minus sign iconPlus sign iconDeVoe & Company was founded in 2011.

DeVoe & Company

Investment BankingCalifornia, United States11-50 Employees

DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations. 

We are committed to creating transformational change for wealth management and investment management advisors.  We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals.  

Our services include:
- Consulting 
  - Business Strategy
  - Succession Planning 
  - Human Capital / Compensation
  - Transitioning in New Partners 
  - Coaching
  - Guidance on Capital and Lending

- Mergers, Acquisitions, and Sale Transactions

- Valuations

Twitter: DeVoeCo

Section iconCompany Overview

Headquarters
50 California Street Suite 1500 San Francisco, California 94111 United States
Phone number
+1-415-813-****
Website
devoeandcompany.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2011
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    DeVoe & Company's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    DeVoe & Company's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    G. R.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Head Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. S.
    Managing Director And General Counsel
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. T.
    Director, Partnerships And Programs
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Managing Director
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    B. G.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Senior Marketing Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Special Advisor, Growth
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. M.
    Special Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. R.
    Special Advisor And Masters Coach
    Phone icon
    Mobile Phone

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