Insights

Personalized Wealth Management EmVision Capital Advisors places a strong emphasis on tailored client relationships, which suggests an opportunity to offer advanced CRM solutions or client engagement platforms that enhance personalization and communication efficiency.

Technology Utilization With a tech stack including Google Tag Manager, WordPress, and HubSpot, there is potential to introduce innovative digital marketing and automation tools to further optimize their online client acquisition and retention strategies.

Community Partnering Their recent partnership with Believe In Dreams indicates a commitment to social responsibility, presenting avenues to offer corporate social responsibility programs or charity-focused financial products that align with their values.

Mid-Sized Market Focus As a smaller firm with 11-50 employees operating in a competitive industry, there’s an opportunity to provide scalable, cost-effective financial technology solutions and advisory tools tailored for growing wealth management practices.

Market Positioning Competing with large firms with extensive resources, EmVision can benefit from innovative niche offerings or specialized investment strategies to differentiate themselves and attract clients seeking personalized financial guidance.

EmVision Capital Advisors Tech Stack

EmVision Capital Advisors uses 8 technology products and services including Google Ads Conversion Tracking, WordPress, HubSpot Content Hub, and more. Explore EmVision Capital Advisors's tech stack below.

  • Google Ads Conversion Tracking
    Analytics
  • WordPress
    Content Management System
  • HubSpot Content Hub
    Content Management System
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • TradingView
    Visualisation Software
  • OpenResty
    Web Servers
  • Nginx
    Web Servers

EmVision Capital Advisors's Email Address Formats

EmVision Capital Advisors uses at least 2 format(s):
EmVision Capital Advisors Email FormatsExamplePercentage
First@embresciawealth.comJohn@embresciawealth.com
86%
FLast@embresciawealth.comJDoe@embresciawealth.com
14%

Frequently Asked Questions

What is EmVision Capital Advisors's official website and social media links?

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EmVision Capital Advisors's official website is emvisioncapital.com and has social profiles on LinkedIn.

What is EmVision Capital Advisors's NAICS code?

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EmVision Capital Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does EmVision Capital Advisors have currently?

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As of December 2025, EmVision Capital Advisors has approximately 13 employees across 1 continents, including North America. Key team members include Wealth Advisor | Chief Technology Officer | Partner: J. O. C.Wealth Advisor With Emvision Capital Advisors: D. S.. Explore EmVision Capital Advisors's employee directory with LeadIQ.

What industry does EmVision Capital Advisors belong to?

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EmVision Capital Advisors operates in the Financial Services industry.

What technology does EmVision Capital Advisors use?

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EmVision Capital Advisors's tech stack includes Google Ads Conversion TrackingWordPressHubSpot Content HubPHPGoogle Tag ManagerTradingViewOpenRestyNginx.

What is EmVision Capital Advisors's email format?

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EmVision Capital Advisors's email format typically follows the pattern of First@embresciawealth.com. Find more EmVision Capital Advisors email formats with LeadIQ.

When was EmVision Capital Advisors founded?

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EmVision Capital Advisors was founded in 2014.

EmVision Capital Advisors

Financial ServicesOhio, United States11-50 Employees

EmVision Capital Advisors is a comprehensive wealth management firm that helps clients navigate their financial journey from the accumulation phase to becoming financially independent in retirement.

As every investor’s definition of financial independence is different, we focus on the personal relationships with our clients to ensure our whole team is aligned with each individual’s goals, investment objectives and risk tolerance.

We accomplish this via our diverse investment team of nine wealth advisors and client service specialists, who live our values and apply our experience to EmPower our clients to live the life they want to live.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through EmVision Capital Advisors, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Registration as an Investment Adviser does not imply any level of skill or training. 

EmVision Capital Advisors | 251 W. Garfield Road, Suite 155, Aurora, OH 44202. 330.954.3770

This communication is strictly intended for individuals residing in the state of Ohio. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.  Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    EmVision Capital Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    EmVision Capital Advisors's revenue is estimated to be in the range of $10M$25M

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