Insights

Leadership Growth Recent CIO appointment indicates strategic growth and deeper investment leadership for Rockbridge Investment Management, suggesting openness to advanced portfolio analytics, risk management tools, and scalable investment technology to support expansion.

Client Experience Focus Rockbridge emphasizes simplicity in investing and wealth preservation for select clients, implying potential opportunities for client portal solutions, performance reporting, financial planning software, and onboarding automation to enhance service quality.

Mid Market Fit Size and revenue place Rockbridge in a mid-market segment likely prioritizing scalable, cost-effective fintech and service solutions that can grow with the firm, including portfolio management, CRM, and cybersecurity offerings.

Digital Efficiency Adoption of analytics and performance tools such as TrackJS and Kissmetrics alongside Cloudflare suggests a preference for optimized digital presence and data-driven decision making, presenting opportunities for advanced analytics, attribution, and web security products.

Regional Growth Based in Syracuse with a clearly regional operation, Rockbridge may benefit from regional partnerships, advisory relationships, and co-marketing with fintech vendors serving wealth managers in upstate New York and nearby markets, offering localized support and services.

Similar companies to Rockbridge Investment Management

Rockbridge Investment Management Tech Stack

Rockbridge Investment Management uses 8 technology products and services including Crazy Egg, Facebook Pixel, RSS, and more. Explore Rockbridge Investment Management's tech stack below.

Crazy Egg
Analytics
Facebook Pixel
Analytics
RSS
Content Management System
Google Fonts API
Font Scripts
Twemoji
Font Scripts
OWL Carousel
Javascript Libraries
Tidio
Live Chat
Priority Hints
Performance

Media & News

Rockbridgeinvest hired Adam C. Gagas as Chief Investment Officer on Aug 9th '23.
SYRACUSE, N.Y., August 9, 2023 (Newswire.com) - Rockbridge Investment Management is pleased to announce the appointment of Adam C. Gagas as its Chief Investment Officer.
Aug 09, 2023 | www.newswire.com

Rockbridge Investment Management's Email Address Formats

Rockbridge Investment Management uses at least 1 format(s):

Rockbridge Investment Management Email Formats	Example	Percentage
FLast@rockbridgeinvest.com	JDoe@rockbridgeinvest.com	82%
First.Last@rockbridgeinvest.com	John.Doe@rockbridgeinvest.com	7%
First@rockbridgeinvest.com	John@rockbridgeinvest.com	6%
LF@rockbridgeinvest.com	DJ@rockbridgeinvest.com	5%

Frequently Asked Questions

What is Rockbridge Investment Management's phone number?

You can contact Rockbridge Investment Management's main corporate office by phone at

+1-315-671-****

. 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 Rockbridge Investment Management's official website and social media links?

Rockbridge Investment Management's official website is rockbridgeinvest.com and has social profiles on LinkedIn.

What is Rockbridge Investment Management's NAICS code?

Rockbridge Investment Management's NAICS code is 52 - Finance and Insurance.

How many employees does Rockbridge Investment Management have currently?

As of July 2026, Rockbridge Investment Management has approximately 19 employees across 1 continents, including North America. Key team members include Chief Executive Officer: P. R.Chief Investment Officer: R. R.Client Services Associate: M. S.. Explore Rockbridge Investment Management's employee directory with LeadIQ.

What industry does Rockbridge Investment Management belong to?

Rockbridge Investment Management operates in the Financial Services industry.

What technology does Rockbridge Investment Management use?

Rockbridge Investment Management's tech stack includes Crazy EggFacebook PixelRSSGoogle Fonts APITwemojiOWL CarouselTidioPriority Hints.

What is Rockbridge Investment Management's email format?

Rockbridge Investment Management's email format typically follows the pattern of FLast@rockbridgeinvest.com. Find more Rockbridge Investment Management email formats with LeadIQ.

When was Rockbridge Investment Management founded?

Rockbridge Investment Management was founded in 1991.

Rockbridge Investment Management

Q: What technology does Rockbridge Investment Management use?

Rockbridge Investment Management's tech stack includes Google Maps, Nginx, Elementor, Swiper, Contact Form 7.

Q: What is Rockbridge Investment Management's NAICS code?

Rockbridge Investment Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

Rockbridge Investment Management operates in the financial services sector, offering wealth management to a select client base. The firm focuses on building and preserving wealth and aims to remove complexity from investing to support long-term success. It is based in Syracuse, New York, and maintains a relatively small team.

Its client base consists of individuals and families for whom the firm can have a meaningful impact through personalized guidance. A notable development in August 2023 was the appointment of Adam C. Gagas as Chief Investment Officer.