Insights

Client Focus Rockbridge Investment Management serves a select group of clients with a mission to build and preserve wealth, indicating potential for high-touch advisory services, bespoke portfolio solutions, and ongoing relationship management opportunities.

Leadership Expansion Appointment of a new Chief Investment Officer in August 2023 signals potential for strategic shifts, expanded investment capabilities, enhanced product offerings, and opportunities to position advanced investment processes to prospective clients.

Growth Readiness Revenue in the mid tens of millions and a lean employee base suggests a performance-focused firm with scaling potential; SDRs can target mid-market financial services buyers seeking sophisticated wealth management and advisory services.

Digital Footprint Tech stack includes engagement and tracking tools such as Crazy Egg and Facebook Pixel, indicating openness to digital marketing collaboration, analytics-driven campaigns, and technology-enabled client acquisition strategies.

Industry Positioning Operating in financial services with a focus on simplifying complex investing for clients presents an angle for sales conversations around fiduciary excellence, client education programs, and scalable investment processes that resonate with wealth managers seeking clarity and efficiency.

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.

How much revenue does Rockbridge Investment Management generate?

As of July 2026, Rockbridge Investment Management's annual revenue is estimated to be $25M - $50M.

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.