Insights

High Net Worth Focus Target high net worth individuals, families, and businesses seeking diversified investment solutions combining asset management, family office services, and real estate opportunities.

Integrated Investment Ops Leverage JMS Capital Group's integrated approach across investment management, family office services, and real estate development to offer bundled solutions, cross-selling opportunities, and tailored portfolios.

Real Estate Leverage Capitalize on existing and potential real estate activity including ground-up development to pitch co-investment, financing, or advisory services to developers, tenants, and institutional buyers.

Recent Liquidity Event Recent asset sales to a credit union indicate activity in commercial real estate and liquidity events; explore partnerships for advisory, financing, or further disposition opportunities.

Growth Readiness With revenue in the lower mid-range and a lean employee base, position JMS as a scalable client for outsourced investment operations, reporting services, or technology-enabled wealth management solutions.

Similar companies to JMS Capital Group

JMS Capital Group Tech Stack

JMS Capital Group uses 8 technology products and services including Cart Functionality, jQuery, Skrollr, and more. Explore JMS Capital Group's tech stack below.

  • Cart Functionality
    E-commerce
  • jQuery
    Javascript Libraries
  • Skrollr
    Javascript Libraries
  • Google Maps
    Maps
  • Cloudflare Bot Management
    Security
  • Animate.css
    UI Frameworks
  • GoDaddy
    Web Hosting
  • Apache
    Web Servers

JMS Capital Group's Email Address Formats

JMS Capital Group uses at least 1 format(s):
JMS Capital Group Email FormatsExamplePercentage
FLast@jmscapitalgroup.comJDoe@jmscapitalgroup.com
100%

Frequently Asked Questions

What is JMS Capital Group's phone number?

Minus sign iconPlus sign icon
You can contact JMS Capital Group'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 JMS Capital Group's official website and social media links?

Minus sign iconPlus sign icon
JMS Capital Group's official website is jmscapitalgroup.com and has social profiles on LinkedIn.

How much revenue does JMS Capital Group generate?

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

What is JMS Capital Group's NAICS code?

Minus sign iconPlus sign icon
JMS Capital Group's NAICS code is 52 - Finance and Insurance.

How many employees does JMS Capital Group have currently?

Minus sign iconPlus sign icon
As of July 2026, JMS Capital Group has approximately 16 employees across 3 continents, including North AmericaOceaniaAsia. Key team members include Executive Vice President: K. L.Property Manager: T. M.Principal: W. K.. Explore JMS Capital Group's employee directory with LeadIQ.

What industry does JMS Capital Group belong to?

Minus sign iconPlus sign icon
JMS Capital Group operates in the Financial Services industry.

What technology does JMS Capital Group use?

Minus sign iconPlus sign icon
JMS Capital Group's tech stack includes Cart FunctionalityjQuerySkrollrGoogle MapsCloudflare Bot ManagementAnimate.cssGoDaddyApache.

What is JMS Capital Group's email format?

Minus sign iconPlus sign icon
JMS Capital Group's email format typically follows the pattern of FLast@jmscapitalgroup.com. Find more JMS Capital Group email formats with LeadIQ.

When was JMS Capital Group founded?

Minus sign iconPlus sign icon
JMS Capital Group was founded in 2015.
JMS Capital Group logo

JMS Capital Group

Financial ServicesPennsylvania, United States11-50 Employees

JMS Capital Group operates in the financial services sector, offering a structured set of wealth- and asset-management solutions. The firm was formed to present meaningful investment opportunities to high net worth individuals, families, and businesses, bringing together a team designed to deliver tailored solutions. By integrating investment management, family office services, and real estate investing—including ground-up development—the company aims to assemble diversified, customized approaches that address each client's distinctive objectives.

Based in Sewickley, Pennsylvania, the firm positions itself as a boutique multi-disciplinary provider spanning wealth management and real estate. Its client base comprises high net worth individuals, families, and business clients seeking alternatives across markets to meet specific risk and return preferences, with emphasis on real estate opportunities. The firm is mid-sized in scale, reflecting a focused team able to offer cohesive strategies rather than standardized offerings.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    JMS Capital Group's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    JMS Capital Group'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.