Insights

Niche Client Focus Rockingstone Advisors specializes in multi-asset investment solutions for individuals, families, and small institutions, indicating opportunities to tailor financial products and advisory services for high-net-worth individuals and boutique clients.

Active Investment Strategy Recent stakes in companies like Celestica suggest that Rockingstone engages in active asset management and investment opportunities, which could be a pathway to introduce new fund offerings, research tools, or portfolio analysis solutions.

Technology Stack The firm utilizes a modern tech stack including Vue.js, Bootstrap, and Google Workspace, highlighting openness to digital transformation and potential for offering innovative financial analytics, cybersecurity, or client engagement tools.

Market Expansion With operations supporting both US and international companies, there is an opportunity to develop cross-border advisory services, localized financial products, or international investment insights for clients and prospects.

Growth Potential Given its relatively small size with 2-10 employees and revenue under 10 million dollars, Rockingstone Advisors appears poised for growth, presenting opportunities for collaboration in growing client portfolios or providing scalable advisory solutions.

Rockingstone Advisors Tech Stack

Rockingstone Advisors uses 8 technology products and services including Joomla, Google Workspace, Element UI, and more. Explore Rockingstone Advisors's tech stack below.

  • Joomla
    Content Management System
  • Google Workspace
    Email
  • Element UI
    Javascript Frameworks
  • Vue.js
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • MediaElement.js
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology

Rockingstone Advisors's Email Address Formats

Rockingstone Advisors uses at least 1 format(s):
Rockingstone Advisors Email FormatsExamplePercentage
First@rockingstoneadvisors.comJohn@rockingstoneadvisors.com
50%
First@rockingstoneadvisors.comJohn@rockingstoneadvisors.com
50%

Frequently Asked Questions

Where is Rockingstone Advisors's headquarters located?

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Rockingstone Advisors's main headquarters is located at 292 Main Street Suite 32 Great Barrington, Massachusetts 01230 United States. The company has employees across 1 continents, including North America.

What is Rockingstone Advisors's phone number?

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You can contact Rockingstone Advisors'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 Rockingstone Advisors's official website and social media links?

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Rockingstone Advisors's official website is rockingstoneadvisors.com and has social profiles on LinkedIn.

What is Rockingstone Advisors's SIC code NAICS code?

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Rockingstone Advisors's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Rockingstone Advisors have currently?

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As of February 2026, Rockingstone Advisors has approximately 3 employees across 1 continents, including North America. Key team members include Managing Partner: B. S.Partner & Co-Chief Investment Officer: E. K.. Explore Rockingstone Advisors's employee directory with LeadIQ.

What industry does Rockingstone Advisors belong to?

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Rockingstone Advisors operates in the Financial Services industry.

What technology does Rockingstone Advisors use?

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Rockingstone Advisors's tech stack includes JoomlaGoogle WorkspaceElement UIVue.jsjQuery MigrateBootstrapMediaElement.jsX-Content-Type-Options.

What is Rockingstone Advisors's email format?

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Rockingstone Advisors's email format typically follows the pattern of First@rockingstoneadvisors.com. Find more Rockingstone Advisors email formats with LeadIQ.

When was Rockingstone Advisors founded?

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Rockingstone Advisors was founded in 2009.

Rockingstone Advisors

Financial ServicesMassachusetts, United States2-10 Employees

Rockingstone Advisors LLC is a Registered Investment Advisor.  We provide sophisticated, multi-asset investment solutions to individuals, families and small institutions.

The firm's Corporate Advisory business provides investment banking services (M&A advisory, capital structure analysis, equity offering support, and investor communications improvement) to private and public companies operating in the US and abroad.

Section iconCompany Overview

Headquarters
292 Main Street Suite 32 Great Barrington, Massachusetts 01230 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Rockingstone Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Rockingstone Advisors's revenue is estimated to be in the range of $1M$10M

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