Insights

Growth potential Mid-size investment adviser with 25-50 million in revenue and private client focus presents clear cross-sell opportunities for value-driven equity strategies, portfolio construction services, and ESG or eco-investing offerings to institutions and high-net-worth families seeking long-term growth.

Strategic partnerships Existing collaboration with HedgeCoVest and SMArtX indicates openness to platform integrations and managed account solutions, suggesting sales conversations around institutional-grade platforms, custody compatibility, and operational support services.

Recognition leverage Multiple 2021 industry awards for eco-investing and top manager status provide a credibility lever for selling enhanced research capabilities, performance analytics, and marketing support services to prospective clients and broker-dealers.

Global equity focus Equity-oriented, value driven approach with belief in long-term market vitality signals a fit for clients seeking concentrated equity exposure, disciplined risk management, and periodic advisory services around rebalancing and tax-efficient strategies.

Growth readiness Smaller firm with lean employee base presents urgency and appetite for scalable solutions, such as outsourced actuarial/quantitative research, CRM and client reporting enhancements, and technology-enabled client onboarding to accelerate AUM growth.

Martin Investment Management, LLC Tech Stack

Martin Investment Management, LLC uses 8 technology products and services including Google Cloud, Floating UI, Bootbox.js, and more. Explore Martin Investment Management, LLC's tech stack below.

  • Google Cloud
    Infrastructure As A Service
  • Floating UI
    Javascript Libraries
  • Bootbox.js
    Javascript Libraries
  • Wow
    Marketing Analytics
  • Really Simple Discovery
    Miscellaneous
  • Office 365
    Office Suites
  • Flywheel
    Platform As A Service
  • Google Analytics
    Web Analytics

Martin Investment Management, LLC's Email Address Formats

Martin Investment Management, LLC uses at least 1 format(s):
Martin Investment Management, LLC Email FormatsExamplePercentage
First.Last@martin-investments.comJohn.Doe@martin-investments.com
100%

Frequently Asked Questions

What is Martin Investment Management, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Martin Investment Management, LLC'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 Martin Investment Management, LLC's official website and social media links?

Minus sign iconPlus sign icon
Martin Investment Management, LLC's official website is martin-investments.com and has social profiles on LinkedIn.

How much revenue does Martin Investment Management, LLC generate?

Minus sign iconPlus sign icon
As of July 2026, Martin Investment Management, LLC's annual revenue is estimated to be $25M - $50M.

What is Martin Investment Management, LLC's NAICS code?

Minus sign iconPlus sign icon
Martin Investment Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Martin Investment Management, LLC have currently?

Minus sign iconPlus sign icon
As of July 2026, Martin Investment Management, LLC has approximately 16 employees across 2 continents, including North AmericaEurope. Key team members include Managing Director: C. Z.Transitions Coordinator: D. H.Sales And Marketing Associate: B. V.. Explore Martin Investment Management, LLC's employee directory with LeadIQ.

What industry does Martin Investment Management, LLC belong to?

Minus sign iconPlus sign icon
Martin Investment Management, LLC operates in the Investment Management industry.

What technology does Martin Investment Management, LLC use?

Minus sign iconPlus sign icon
Martin Investment Management, LLC's tech stack includes Google CloudFloating UIBootbox.jsWowReally Simple DiscoveryOffice 365FlywheelGoogle Analytics.

What is Martin Investment Management, LLC's email format?

Minus sign iconPlus sign icon
Martin Investment Management, LLC's email format typically follows the pattern of First.Last@martin-investments.com. Find more Martin Investment Management, LLC email formats with LeadIQ.

When was Martin Investment Management, LLC founded?

Minus sign iconPlus sign icon
Martin Investment Management, LLC was founded in 1989.
Martin Investment Management, LLC logo

Martin Investment Management, LLC

Investment ManagementFlorida, United States11-50 Employees

Martin Investment Management, LLC is registered with the Securities and Exchange Commission as an investment adviser focused on equity-oriented strategies. The firm emphasizes value investing and a disciplined, long-horizon approach, aiming to outperform broad indexes through well-researched security selection and portfolio construction. Its philosophy centers on the belief that equities are not always efficiently priced, and that patient, research-driven management can contribute to growth over time, with an emphasis on compounding and resisting short-term market trends. Based in Palm Beach Gardens, Florida, the firm positions itself among professional investment advisers serving clients who seek an active, research-driven equity strategy.

Founded and operated as an independent advisory practice, Martin Investment Management highlights its long-term viewpoint, the professional experience of its team, and a commitment to client goals. The firm has publicly engaged in partnerships and recognition within the industry, including instances of notable ratings for its Eco-Investing strategy and involvement with platforms that broaden its institutional capabilities. The organization operates within the investment management industry and serves a client base seeking disciplined equity management and focused security selection services.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1989
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Martin Investment Management, LLC's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Martin Investment Management, LLC's revenue is estimated to be in the range of $25M - $50M

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.