Insights

Sustainable Investment Focus Retirement Capital Strategies demonstrates a strong commitment to ESG and green investments, evidenced by their significant stakes in iShares Global Green Bond, VanEck Vectors Green Bond, and Vanguard ESG US Stock ETF. This positions them as a potential partner for firms offering sustainable investment products and services.

Growing Asset Portfolio With recent investments totaling over $8 million across various ETFs, the company is actively expanding its diversified asset holdings. This indicates a need for advanced portfolio management tools, analytics platforms, or partnerships to enhance asset tracking and performance optimization.

Tech Stack Utilization Utilizing modern tools like Google Analytics, LinkedIn, and GeneratePress suggests that the firm values digital engagement and user experience. Opportunities exist for offering bespoke digital marketing, client onboarding, or CRM solutions tailored to their technology stack.

Market Niche & Growth Operating in the niche of retirement planning with a focus on socially responsible investing, the firm appeals to a specialized client base likely interested in innovative financial solutions. Business development efforts could target firms providing impact investing products or retirement planning tools aligned with ESG principles.

Potential for Expansion Despite a relatively small team of 2-10 employees, the company manages assets in the $10M to $25M range, indicating room for growth. This presents opportunities for consultative services, technology upgrades, or financial product offerings to support scaling their investment operations.

Retirement Capital Strategies Tech Stack

Retirement Capital Strategies uses 8 technology products and services including Swiper, UPS, LinkedIn, and more. Explore Retirement Capital Strategies's tech stack below.

  • Swiper
    Javascript Libraries
  • UPS
    Logistics
  • LinkedIn
    Online Community Software
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics
  • GeneratePress
    Web Platform Extensions
  • GeneratePress GP Premium
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Retirement Capital Strategies's Email Address Formats

Retirement Capital Strategies uses at least 1 format(s):
Retirement Capital Strategies Email FormatsExamplePercentage
First.Last@rcsadvisor.comJohn.Doe@rcsadvisor.com
46%
Fir.Last@rcsadvisor.comJoh.Doe@rcsadvisor.com
4%
First.Last@rcsadvisor.comJohn.Doe@rcsadvisor.com
46%
Fir.Last@rcsadvisor.comJoh.Doe@rcsadvisor.com
4%

Frequently Asked Questions

Where is Retirement Capital Strategies's headquarters located?

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Retirement Capital Strategies's main headquarters is located at 1190 Saratoga Avenue Suite 140 San Jose, California 95129 United States. The company has employees across 1 continents, including North America.

What is Retirement Capital Strategies's phone number?

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You can contact Retirement Capital Strategies'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 Retirement Capital Strategies's official website and social media links?

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Retirement Capital Strategies's official website is rcsadvisor.com and has social profiles on LinkedIn.

How much revenue does Retirement Capital Strategies generate?

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As of February 2026, Retirement Capital Strategies's annual revenue is estimated to be $1.5M.

What is Retirement Capital Strategies's SIC code NAICS code?

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Retirement Capital Strategies's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Retirement Capital Strategies have currently?

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As of February 2026, Retirement Capital Strategies has approximately 7 employees across 1 continents, including North America. Key team members include Co-Founder: C. N.Client Relationship Manager: A. V.. Explore Retirement Capital Strategies's employee directory with LeadIQ.

What industry does Retirement Capital Strategies belong to?

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Retirement Capital Strategies operates in the Investment Management industry.

What technology does Retirement Capital Strategies use?

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Retirement Capital Strategies's tech stack includes SwiperUPSLinkedInreCAPTCHAGoogle AnalyticsGeneratePressGeneratePress GP PremiumApache HTTP Server.

What is Retirement Capital Strategies's email format?

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Retirement Capital Strategies's email format typically follows the pattern of First.Last@rcsadvisor.com. Find more Retirement Capital Strategies email formats with LeadIQ.

When was Retirement Capital Strategies founded?

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Retirement Capital Strategies was founded in 1980.

Retirement Capital Strategies

Investment ManagementCalifornia, United States2-10 Employees

Retirement Capital Strategies is a Registered Investment Advisory firm located in Silicon Valley specializing in financial planning and wealth management.  Investment advice offered through Retirement Capital Strategies, Inc.
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Retirement Capital Strategies is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Retirement Capital Strategies unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Section iconCompany Overview

Headquarters
1190 Saratoga Avenue Suite 140 San Jose, California 95129 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1980
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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