Insights

Niche Client Focus Sepio Capital specializes in high-net-worth individuals and families, offering personalized estate and asset management services. This presents opportunities for premium financial products, estate planning solutions, and specialized fiduciary services tailored to affluent clients.

Tech-Savvy Investment Leveraging a modern tech stack including cloud-based platforms and analytics tools indicates openness to innovative financial technologies. There is potential to introduce advanced fintech solutions such as AI-driven investment analytics, estate automation, or cybersecurity enhancements.

Strategic Venture Investment Recent investment in Datajoin showcases an interest in innovative B2B SaaS solutions for digital integration, suggesting an openness to technological partnerships. This can be an entry point for offering cutting-edge SaaS, data management tools, or digital collaboration platforms for financial services.

Growth Positioning With a revenue range of 25 to 50 million and a highly focused client base, Sepio Capital is positioned for targeted expansion. Opportunities exist to provide scalable financial platforms, client relationship management tools, or marketing technology to support growth initiatives.

Quality and Service The company’s commitment to personalized, comprehensive client service highlights a client engagement model that values trust and loyalty. Sales prospects include premium financial advisory platforms, client engagement solutions, and high-touch digital service tools to enhance this personalized experience.

Sepio Capital Tech Stack

Sepio Capital uses 8 technology products and services including Cloudflare, Font Awesome, Google Fonts API, and more. Explore Sepio Capital's tech stack below.

  • Cloudflare
    Content Management System
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Sepio Capital's Email Address Formats

Sepio Capital uses at least 1 format(s):
Sepio Capital Email FormatsExamplePercentage
First.Last@sepiocap.comJohn.Doe@sepiocap.com
77%
Last@sepiocap.comDoe@sepiocap.com
17%
FLast@sepiocap.comJDoe@sepiocap.com
4%
First@sepiocap.comJohn@sepiocap.com
2%

Frequently Asked Questions

Where is Sepio Capital's headquarters located?

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Sepio Capital's main headquarters is located at Alamo, California United States. The company has employees across 2 continents, including North AmericaEurope.

What is Sepio Capital's phone number?

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You can contact Sepio Capital'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 Sepio Capital's stock symbol?

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Sepio Capital is a publicly traded company; the company's stock symbol is N/A.

What is Sepio Capital's official website and social media links?

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Sepio Capital's official website is sepiocap.com and has social profiles on LinkedIn.

What is Sepio Capital's NAICS code?

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Sepio Capital's NAICS code is 52 - Finance and Insurance.

How many employees does Sepio Capital have currently?

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As of February 2026, Sepio Capital has approximately 32 employees across 2 continents, including North AmericaEurope. Key team members include Managing Director Founder: R. C.Vice President: K. H.Vice President: S. S.. Explore Sepio Capital's employee directory with LeadIQ.

What industry does Sepio Capital belong to?

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Sepio Capital operates in the Financial Services industry.

What technology does Sepio Capital use?

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Sepio Capital's tech stack includes CloudflareFont AwesomeGoogle Fonts APITwemojiJSON-LDCloudflare Bot ManagementGoogle Tag ManagerGoogle Analytics.

What is Sepio Capital's email format?

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Sepio Capital's email format typically follows the pattern of First.Last@sepiocap.com. Find more Sepio Capital email formats with LeadIQ.

When was Sepio Capital founded?

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Sepio Capital was founded in 2017.

Sepio Capital

Financial ServicesCalifornia, United States11-50 Employees

Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. Sepio Trust Company is the firm’s Wyoming chartered trust and fiduciary business that is focused on helping clients optimize their estates by leveraging Wyoming’s tax and asset protection advantages through directed and discretionary trustee services. 

At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor. 

Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals. 

Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. 

Sepio Capital ("Sepio") is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission and located in the State of California. Sepio provides investment advisory services and related services for clients nationally. Sepio will maintain all applicable registration and licenses as required by the various states in which Sepio conducts business, as applicable. Sepio

Section iconCompany Overview

Headquarters
Alamo, California United States
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Sepio Capital's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Sepio Capital's revenue is estimated to be in the range of $25M$50M

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