What is Rose Capital Advisors's NAICS code?

Rose Capital Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Niche Market Focus Rose Capital Advisors specializes in providing bespoke wealth management services to high net worth individuals, families, and institutions, indicating significant potential for premium financial solutions and personalized investment products tailored to ultra-wealthy clients.

Award-Winning Expertise The firm has a proven track record of industry recognition, including the 2020 PAM Award for Best Private Wealth Manager, which enhances its credibility and presents opportunities to upsell advanced financial planning and exclusive investment offerings to existing clients.

Growth & Talent Acquisition Recent hiring of senior advisors like Bob Hill suggests expansion and increased capacity to serve more clients or provide specialized services, facilitating cross-selling of comprehensive wealth management packages and related financial products.

Technology Stack Utilization Utilizing a modern array of digital tools such as Cloudflare, Mailgun, and Nginx indicates an openness to innovative solutions, providing opportunities to introduce advanced fintech tools, cybersecurity enhancements, or customized client portals to strengthen client engagement.

Market Position & Growth Potential Operating within the mid-sized segment with revenues between 10M and 25M and competing against large firms like Charles Schwab and Fidelity, Rose Capital Advisors presents opportunities for strategic partnerships or targeted service offerings that address the specific needs of high-net-worth clients in a competitive landscape.

Similar companies to Rose Capital Advisors

Rose Capital Advisors Tech Stack

Rose Capital Advisors uses 8 technology products and services including Cloudflare, Mailgun, Twemoji, and more. Explore Rose Capital Advisors's tech stack below.

Cloudflare
Content Management System
Mailgun
Email
Twemoji
Font Scripts
Isotope
Javascript Libraries
Wow
Marketing Analytics
Animate.css
UI Frameworks
GoDaddy
Web Hosting
Nginx
Web Servers

Media & News

Rose Capital Advisors's Email Address Formats

Rose Capital Advisors uses at least 1 format(s):

Rose Capital Advisors Email Formats	Example	Percentage
First@rosecapitaladvisors.com	John@rosecapitaladvisors.com	47%
FLast@rosecapitaladvisors.com	JDoe@rosecapitaladvisors.com	3%
F.Last@rosecapitaladvisors.com	J.Doe@rosecapitaladvisors.com	3%
First@rosecapitaladvisors.com	John@rosecapitaladvisors.com	47%

Frequently Asked Questions

Where is Rose Capital Advisors's headquarters located?

Rose Capital Advisors's main headquarters is located at 119 Washington Avenue 400 Miami, Florida 33139 United States. The company has employees across 1 continents, including North America.

What is Rose Capital Advisors's phone number?

You can contact Rose Capital Advisors's main corporate office by phone at

+1-305-748-****

. 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 Rose Capital Advisors's official website and social media links?

Rose Capital Advisors's official website is rosecapitaladvisors.com and has social profiles on LinkedIn.

How much revenue does Rose Capital Advisors generate?

As of March 2026, Rose Capital Advisors's annual revenue is estimated to be $4M.

What is Rose Capital Advisors's SIC code NAICS code?

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

How many employees does Rose Capital Advisors have currently?

As of March 2026, Rose Capital Advisors has approximately 11 employees across 1 continents, including North America. Key team members include Director Of Client Solutions | Senior Financial Advisor: M. R.Director Of Operations: M. R.Portfolio Manager: J. B.. Explore Rose Capital Advisors's employee directory with LeadIQ.

What industry does Rose Capital Advisors belong to?

Rose Capital Advisors operates in the Financial Services industry.

What technology does Rose Capital Advisors use?

Rose Capital Advisors's tech stack includes CloudflareMailgunTwemojiIsotopeWowAnimate.cssGoDaddyNginx.

What is Rose Capital Advisors's email format?

Rose Capital Advisors's email format typically follows the pattern of First@rosecapitaladvisors.com. Find more Rose Capital Advisors email formats with LeadIQ.

When was Rose Capital Advisors founded?

Rose Capital Advisors was founded in 2012.

Rose Capital Advisors

Q: How many employees does Rose Capital Advisors have currently?

Rose Capital Advisors has approximately 11 employees.

Q: What technology does Rose Capital Advisors use?

Rose Capital Advisors's tech stack includes Contact Form 7, RSS, Google Cloud, Font Awesome, Google Tag Manager.

Financial ServicesFlorida, United States11-50 Employees

Rose Capital Advisors is a privately owned boutique family office advisory firm.  We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. 

We are responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics.  Our practice is reserved to an exclusive group of distinctive clients, allowing us the time needed to carefully customize your services and solutions.

Securities offered through Saxony Securities, Inc. Member FINRA/SIPC. Investment Advisory Services provided through Rose Capital Advisors, LLC, an SEC Registered Investment Advisor.