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Insights

High-Net-Worth Client Focus Emerald Asset Management specializes in serving high-net-worth individuals, families, and businesses, presenting opportunities to offer premium financial products, estate planning services, and wealth management solutions tailored to affluent clients.

Boutique Customization As a small independent firm dedicated to personalized service, there is potential to introduce advanced financial planning tools, compliance solutions, or CRM platforms that enhance bespoke client experiences and support tailored strategies.

Growth in Revenue Range With annual revenues between one and ten million dollars, Emerald is positioned for targeted financial services expansions such as specialized investment products, risk management tools, or tax-efficient strategies to increase client value.

Technology Stack Opportunities Utilizing platforms like Squarespace and analytics tools, there is scope for introducing more sophisticated client data management, digital marketing services, or cybersecurity solutions to reinforce digital presence and client trust.

Market Expansion Potential Serving clients from the Triangle region to the coast offers opportunities to develop regional marketing campaigns, network within local financial communities, or partner with local institutions to increase brand outreach and service offerings.

Emerald Asset Management, Inc. Tech Stack

Emerald Asset Management, Inc. uses 8 technology products and services including Squarespace, Cart Functionality, RequireJS, and more. Explore Emerald Asset Management, Inc.'s tech stack below.

  • Squarespace
    Content Management System
  • Cart Functionality
    E-commerce
  • RequireJS
    Javascript Frameworks
  • Polyfill
    Javascript Libraries
  • Priority Hints
    Performance
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Emerald Asset Management, Inc.'s Email Address Formats

Emerald Asset Management, Inc. uses at least 2 format(s):
Emerald Asset Management, Inc. Email FormatsExamplePercentage
First@emerald-ip.comJohn@emerald-ip.com
100%
First.Last@emeraldam.comJohn.Doe@emeraldam.com
38%
FirstLast@emeraldam.comJohnDoe@emeraldam.com
12%
First.Last@emeraldam.comJohn.Doe@emeraldam.com
38%
FirstLast@emeraldam.comJohnDoe@emeraldam.com
12%

Frequently Asked Questions

Where is Emerald Asset Management, Inc.'s headquarters located?

Minus sign iconPlus sign iconEmerald Asset Management, Inc.'s main headquarters is located at 2343 Professional Drive, Suite b. The company has employees across 1 continents, including North America.

What is Emerald Asset Management, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Emerald Asset Management, Inc.'s main corporate office by phone at
+1-252-443-****
. 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 Emerald Asset Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconEmerald Asset Management, Inc.'s official website is emeraldam.com and has social profiles on LinkedIn.

What is Emerald Asset Management, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign iconEmerald Asset Management, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Emerald Asset Management, Inc. have currently?

Minus sign iconPlus sign iconAs of December 2025, Emerald Asset Management, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include President, Chief Investment Officer: J. T.Managing Partner: R. A. L.Operations Manager: K. H.. Explore Emerald Asset Management, Inc.'s employee directory with LeadIQ.

What industry does Emerald Asset Management, Inc. belong to?

Minus sign iconPlus sign iconEmerald Asset Management, Inc. operates in the Investment Management industry.

What technology does Emerald Asset Management, Inc. use?

Minus sign iconPlus sign iconEmerald Asset Management, Inc.'s tech stack includes SquarespaceCart FunctionalityRequireJSPolyfillPriority HintsreCAPTCHAGoogle Tag ManagerGoogle Analytics.

What is Emerald Asset Management, Inc.'s email format?

Minus sign iconPlus sign iconEmerald Asset Management, Inc.'s email format typically follows the pattern of First@emerald-ip.com. Find more Emerald Asset Management, Inc. email formats with LeadIQ.

When was Emerald Asset Management, Inc. founded?

Minus sign iconPlus sign iconEmerald Asset Management, Inc. was founded in 2013.

Emerald Asset Management, Inc.

Investment ManagementNorth Carolina, United States2-10 Employees

Emerald Asset Management is an independent boutique Registered Investment Advisory firm headquartered in Rocky Mount, NC, serving clients from the Triangle to the coast. We provide tailored asset management and financial planning solutions for high-net-worth individuals, families, and businesses.

Our approach is centered on building lasting relationships and delivering customized strategies that align with our clients’ financial goals. We recognize that wealth management goes beyond investment advice—it requires a holistic perspective that integrates estate planning, tax efficiency, risk management, and legacy planning.

The name “Emerald” was chosen to reflect our North Carolina heritage—the emerald is the state gem—and it represents the clarity and long-term value we aim to provide. 

With a deep commitment to personalized service, we offer ongoing guidance and support, ensuring that our strategies evolve with our clients’ needs and financial goals.

Section iconCompany Overview

Headquarters
2343 Professional Drive, Suite b
Phone number
+1-252-443-****
Website
emeraldam.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Emerald Asset Management, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Emerald Asset Management, Inc.'s revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    J. T.
    President, Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A. L.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Associate Portfolio Manager And Senior Research Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. I.
    Operations Manager
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    A. R.
    Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Sales And Marketing Executive
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. O.
    Administrator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Money Management Excellence
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. G.
    Vice President, Head Of Financial Planning And Institutional Asset Management
    Phone icon
    Mobile Phone

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