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 TrackJS, Kissmetrics, Cloudflare, and more. Explore Rockbridge Investment Management's tech stack below.

TrackJS
Analytics
Kissmetrics
Analytics
Cloudflare
Content Management System
Twemoji
Font Scripts
Google Fonts API
Font Scripts
jQuery Migrate
Javascript Libraries
OWL Carousel
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	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

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 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 May 2026, Rockbridge Investment Management has approximately 19 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 TrackJSKissmetricsCloudflareTwemojiGoogle Fonts APIjQuery MigrateOWL CarouselPriority 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 Tag Manager, Optimole, Open Graph, MySQL, OneTrust.

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

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
NAICS Code: 52 - Finance and Insurance
Founded: 1991
Employees: 11-50