Insights

Niche fiduciary Small registered investment advisor focused on fee-only fiduciary services for affluent and high net worth clients, indicating potential for partnerships that enhance client service offerings and compliance.

Succinct growth Revenue in the mid tens of millions with a lean employee base suggests efficiency opportunities through strategic tech, outsourced services, or scale-enabled product offerings and expanded advisory capabilities.

Tech footprint Current tech stack centers on Windows Server and Microsoft ASP.NET IIS; potential sales angle for cybersecurity, data analytics, CRM, or onboarding automation to strengthen regulatory compliance and client experience.

Leadership access Key executives in investment and compliance leadership present open channels for executive sponsorship in pilot programs, regulatory tech upgrades, and fiduciary governance solutions.

Competitive posture Smaller firm relative to mega incumbents but operating in the same wealth management space implies opportunities for scalable solutions that differentiate service levels, reporting, and client engagement tools tailored to high-net-worth clients.

Investors Capital Management, Inc. Tech Stack

Investors Capital Management, Inc. uses 3 technology products and services including Windows Server, Microsoft ASP.NET, Microsoft IIS, and more. Explore Investors Capital Management, Inc.'s tech stack below.

  • Windows Server
    Operating Systems
  • Microsoft ASP.NET
    Web Frameworks
  • Microsoft IIS
    Web Servers

Investors Capital Management, Inc.'s Email Address Formats

Investors Capital Management, Inc. uses at least 1 format(s):
Investors Capital Management, Inc. Email FormatsExamplePercentage
FLast@investorscap.comJDoe@investorscap.com
75%
Last@investorscap.comDoe@investorscap.com
17%
First@investorscap.comJohn@investorscap.com
8%

Frequently Asked Questions

What is Investors Capital Management, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Investors Capital Management, Inc.'s main corporate office by phone at . 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 Investors Capital Management, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Investors Capital Management, Inc.'s official website is investorscap.com and has social profiles on LinkedIn.

How much revenue does Investors Capital Management, Inc. generate?

Minus sign iconPlus sign icon
As of July 2026, Investors Capital Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Investors Capital Management, Inc.'s NAICS code?

Minus sign iconPlus sign icon
Investors Capital Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Investors Capital Management, Inc. have currently?

Minus sign iconPlus sign icon
As of July 2026, Investors Capital Management, Inc. has approximately 6 employees across 2 continents, including North AmericaSouth America. Key team members include President: S. B.. Explore Investors Capital Management, Inc.'s employee directory with LeadIQ.

What industry does Investors Capital Management, Inc. belong to?

Minus sign iconPlus sign icon
Investors Capital Management, Inc. operates in the Financial Services industry.

What technology does Investors Capital Management, Inc. use?

Minus sign iconPlus sign icon
Investors Capital Management, Inc.'s tech stack includes Windows ServerMicrosoft ASP.NETMicrosoft IIS.

What is Investors Capital Management, Inc.'s email format?

Minus sign iconPlus sign icon
Investors Capital Management, Inc.'s email format typically follows the pattern of FLast@investorscap.com. Find more Investors Capital Management, Inc. email formats with LeadIQ.

When was Investors Capital Management, Inc. founded?

Minus sign iconPlus sign icon
Investors Capital Management, Inc. was founded in 1991.
Investors Capital Management, Inc. logo

Investors Capital Management, Inc.

Financial ServicesConnecticut, United States2-10 Employees

Investors Capital Management, Inc. is a Connecticut-based registered investment advisor that serves as a fiduciary, managing separate accounts for clients. Founded in 1991, the firm emphasizes fee-only advisory services and aims to act in the best interests of its clients, particularly catering to affluent and high net worth individuals seeking bespoke investment oversight and service. Led by President and Co-Chief Investment Officer Steve Baker, with Brian Hathaway serving as Vice President, Co-Chief Investment Officer, and Chief Compliance Officer, the company operates from Darien, Connecticut. As a small firm in the financial services sector, it focuses on providing investment management and client service within a fiduciary framework. The primary value proposition centers on professional, individualized asset management backed by a commitment to integrity and investment expertise.}

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Investors Capital Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Investors Capital Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.