Insights

Boutique growth Target FullerThaler as a niche asset manager leveraging behavioral finance; propose solutions that scale qualitative research, client reporting, and risk analytics to enhance client acquisition and retention in U.S. small-cap portfolios.

Technology leverage Position advanced tech integrations (Salesforce, Microsoft 365, Cloud, GitHub Copilot) as a platform for streamlined operations, client onboarding, and digital marketing; offer tailored CRM, data automation, and client portal enhancements to amplify efficiency.

Strategic partnerships Explore collaborations with fintech, fund platforms, or selectively pooled vehicles to broaden distribution channels for small-cap, behaviorally-driven strategies; emphasize boutique differentiation and personalized client service.

Compliance & scale Provide solutions that support regulatory reporting, AUM growth, and scalable reporting for a private, 11–50-employee firm; offer outsourced governance, risk, and performance analytics to maintain edge while expanding.

Market positioning Leverage the behavioral finance angle to engage family offices, RIAs, and wealth advisors seeking differentiated alpha; craft messaging around unique process, historical small-cap performance, and transparent fee structures to win new mandates.

Similar companies to FullerThaler

FullerThaler Tech Stack

FullerThaler uses 8 technology products and services including Wix, WordPress, Salesforce, and more. Explore FullerThaler's tech stack below.

Wix
Content Management System
WordPress
Content Management System
Salesforce
Customer Relationship Management
Microsoft 365
Email
ChatGPT
Generative Ai
Google Cloud
Infrastructure As A Service
GitHub Copilot
Software Development
Plyr
Video Players

Media & News

FullerThaler's Email Address Formats

FullerThaler uses at least 4 email formats:

FullerThaler Email Formats	Example	Percentage
FLast@fullerthaler.com	JDoe@fullerthaler.com	87%
First@fullerthaler.com	John@fullerthaler.com	5%
Last@fullerthaler.com	Doe@fullerthaler.com	5%
First.Last@fullerthaler.com	John.Doe@fullerthaler.com	3%

Frequently Asked Questions

What is FullerThaler's phone number?

You can contact FullerThaler's main corporate office by phone at

+1-650-572-****

. 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 FullerThaler's stock symbol?

FullerThaler is a publicly traded company; the company's stock symbol is FTG.

What is FullerThaler's official website and social media links?

FullerThaler's official website is fullerthaler.com and has social profiles on LinkedIn.

How much revenue does FullerThaler generate?

As of August 2026, FullerThaler's annual revenue is estimated to be $50M - $100M.

What is FullerThaler's NAICS code?

FullerThaler's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does FullerThaler have currently?

As of August 2026, FullerThaler has approximately 34 employees across 1 continents, including North America. Key team members include Partner, Board Member, Chief Financial Officer, Chief Compliance Officer, Chief Legal Officer: H. Z., Senior Vice President/Director Of Marketing & Client Relations: T. F. and Director Of Strategic Accounts: L. L. Explore FullerThaler's employee directory with LeadIQ.

What industry does FullerThaler belong to?

FullerThaler operates in the Investment Management industry.

What technology does FullerThaler use?

FullerThaler's tech stack includes Wix, WordPress, Salesforce, Microsoft 365, ChatGPT, Google Cloud, GitHub Copilot and Plyr.

What is FullerThaler's email format?

FullerThaler's email format typically follows the pattern of FLast@fullerthaler.com. Find more FullerThaler email formats with LeadIQ.

When was FullerThaler founded?

FullerThaler was founded in 1993.

FullerThaler

Q: What is FullerThaler's official website and social media links?

FullerThaler's official website is fullerthaler.com. FullerThaler has social profiles on LinkedIn.

Q: How many employees does FullerThaler have currently?

FullerThaler has approximately 34 employees.

Q: What technology does FullerThaler use?

FullerThaler's tech stack includes SWFObject, Polyfill, Nginx, Microsoft Office, Microsoft ASP.NET.

Q: What is FullerThaler's NAICS code?

FullerThaler's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States11-50 Employees

FullerThaler is a boutique investment management firm based in San Mateo, California, founded in 1993. It operates as a privately owned brand under Fuller & Thaler Asset Management, Inc., and it applies behavioral finance principles to its investment processes. The firm concentrates on U.S. small-cap equities, and its approach is described as distinct from traditional equity management. 

Its client base includes investors seeking a specialized, behaviorally informed approach to equity exposure in the U.S. small-cap space. Positioned as a smaller, focused participant in the investment management industry, FullerThaler emphasizes its behavioral framework as a differentiator. In November 2023, FullerThaler launched the Behavioral Mid-Cap Equity Fund, reflecting the expansion of its product lineup.