Insights

Wealth Management Focus Rockbridge Investment Management specializes in building and preserving wealth for high-net-worth clients through simplified, successful investment strategies, indicating opportunities to offer tailored financial products and personalized advisory services.

Leadership Expansion The recent appointment of a Chief Investment Officer demonstrates growth in leadership capacity, highlighting potential for expanded investment offerings and sophisticated financial solutions tailored to evolving client needs.

Mid-sized Client Base With a team of 11-50 employees and annual revenues between $25M and $50M, Rockbridge presents opportunities to introduce scalable financial technology solutions to enhance operational efficiency and client engagement.

Digital Engagement The company's technology stack, including tools like Kissmetrics and Facebook Pixel, reflects an emphasis on digital marketing and client analytics—prospects can explore advanced client insight tools or digital marketing services to deepen client relationships.

Industry Positioning Operating within a competitive landscape alongside firms with similar revenue ranges, Rockbridge could benefit from innovative financial technology, compliance solutions, or niche investment products to strengthen its market positioning and differentiate from peers.

Similar companies to Rockbridge Investment Management

Rockbridge Investment Management Tech Stack

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

Kissmetrics
Analytics
Facebook Pixel
Analytics
Cloudflare
Content Management System
Google Fonts API
Font Scripts
Twemoji
Font Scripts
Slick
Javascript Libraries
jQuery
Javascript Libraries
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	81%
First.Last@rockbridgeinvest.com	John.Doe@rockbridgeinvest.com	8%
First@rockbridgeinvest.com	John@rockbridgeinvest.com	6%
LF@rockbridgeinvest.com	DJ@rockbridgeinvest.com	5%

Frequently Asked Questions

Where is Rockbridge Investment Management's headquarters located?

Rockbridge Investment Management's main headquarters is located at 220 South Warren Street 9th Floor Syracuse, New York 13202 United States. The company has employees across 1 continents, including North America.

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 stock symbol?

Rockbridge Investment Management is a publicly traded company; the company's stock symbol is N/A.

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 SIC code NAICS code?

Rockbridge Investment Management's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Rockbridge Investment Management have currently?

As of March 2026, Rockbridge Investment Management has approximately 21 employees across 1 continents, including North America. Key team members include Chief Executive Officer: P. R.Chief Operating Officer / Advisor: N. S.Chief Investment Officer: R. R.. 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 KissmetricsFacebook PixelCloudflareGoogle Fonts APITwemojiSlickjQueryPriority 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 Facebook, Slider Revolution, cdnjs, Modernizr, WP Rocket.

Financial ServicesNew York, United States11-50 Employees

Welcome to the Rockbridge Investment Management's LinkedIn page.

Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients. We help remove complexity so clients can focus on the simple but difficult process of successful investing.


If you're looking for the official source of information about Rockbridge Investment Management, please visit our homepage at http://www.rockbridgeinvest.com/

Company Overview

Headquarters: 220 South Warren Street 9th Floor Syracuse, New York 13202 United States
Phone number: +1-315-671-****
Website: rockbridgeinvest.com
SIC Code: 8741 - Management Services
Stock Symbol: N/A
NAICS Code: 52 - Finance and Insurance
Founded: 1991
Employees: 11-50