Insights

Niche Focus Family-owned and registered investment advisory with a lean team suggests opportunities to offer scalable wealth tech, back-office automation, and client experience solutions designed for small firms.

Defense Market Industry alignment with defense and space manufacturing indicates potential demand for specialized compliance, security, and data governance tools tailored to sensitive investment processes.

Growth Readiness Revenue under one million and a small headcount imply openness to cost-effective, high-impact solutions such as cloud-based portfolio management, CRM optimization, and outsourced advisory services.

Geographic Focus Based in Philadelphia and South Central Pennsylvania, opening doors for regional face-to-face or remote outreach, local regulatory knowledge, and regionally tailored marketing initiatives.

Tech Footprint Technology stack shows limited public tooling beyond Apache, suggesting opportunities to modernize cybersecurity posture, data integration, and scalable analytics to differentiate in a competitive space.

Similar companies to Rich Investments

Rich Investments Tech Stack

Rich Investments uses 1 technology products and services including Apache, and more. Explore Rich Investments's tech stack below.

  • Apache
    Web Servers

Rich Investments's Email Address Formats

Rich Investments uses at least 1 email format:
Rich Investments Email FormatsExamplePercentage
FLast@richinvest.comJDoe@richinvest.com
100%

Frequently Asked Questions

What is Rich Investments's phone number?

Minus sign iconPlus sign icon
You can contact Rich Investments'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 Rich Investments's official website and social media links?

Minus sign iconPlus sign icon
Rich Investments's official website is richinvest.com and has social profiles on LinkedIn.

How much revenue does Rich Investments generate?

Minus sign iconPlus sign icon
As of August 2026, Rich Investments's annual revenue is estimated to be <$1M.

What is Rich Investments's SIC code and NAICS code?

Minus sign iconPlus sign icon
Rich Investments's SIC code is 3761 - Guided Missiles and Space Vehicles and NAICS code is 336414 - Guided Missile and Space Vehicle Manufacturing.

How many employees does Rich Investments have currently?

Minus sign iconPlus sign icon
As of August 2026, Rich Investments has approximately 18 employees across 2 continents, including North America and Asia. Key team members include President: J. R., Owner: L. R. and Owner: R. R. Explore Rich Investments's employee directory with LeadIQ.

What industry does Rich Investments belong to?

Minus sign iconPlus sign icon
Rich Investments operates in the Defense and Space Manufacturing industry.

What technology does Rich Investments use?

Minus sign iconPlus sign icon
Rich Investments's tech stack includes Apache.

What is Rich Investments's email format?

Minus sign iconPlus sign icon
Rich Investments's email format typically follows the pattern of FLast@richinvest.com. Find more Rich Investments email formats with LeadIQ.
Rich Investments logo

Rich Investments

Defense and Space ManufacturingUtah, United States11-50 Employees

Rich Investments, Inc. operates as a family-owned and operated Registered Investment Advisory firm with a presence in Philadelphia and South Central Pennsylvania. The firm provides advisory services to its clients, offering guidance and management of investments as part of its core activity. Its client base is drawn from the local region, addressing needs related to wealth management and asset allocation within the regulatory framework of a registered advisory practice. The company sits in the broader financial services industry, focusing on personalized advisory services rather than mass-market products. Based in Kaysville, Utah, the organization appears to have a modestly sized operation, reflecting a smaller, locally oriented professional firm. While the information notes the company’s geographic footprint and ownership structure, it does not detail its founding year beyond its current regional focus. A recent development context indicates the company is part of a landscape that includes larger, well-established asset managers in the industry, illustrating its position as a regional specialist within a competitive field.

Section iconCompany Overview

Phone number
SIC Code
3761 - Guided Missiles and Space Vehicles
NAICS Code
336414 - Guided Missile and Space Vehicle Manufacturing
Employees
11-50

Section iconFunding & Financials

  • <$1M

    Rich Investments's revenue is estimated to be in the range of <$1M

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.