Insights

Wealth Management Sepio Capital is a boutique multi-family office and SEC-registered investment advisor with a Wyoming-chartered trust arm, suggesting cross-sell potential to high-net-worth clients seeking integrated investment, fiduciary, and estate planning services.

Outsourced CIO Positioned as independent fiduciaries offering outsourced CIO services, Sepio can be pitched to institutions and family offices seeking robust, objective investment governance and holistic asset management.

Strategic Stake Recent investment activity, including Sepio Capital's $3.5M seed in Datajoin, demonstrates active venture and tech-adjacent interest, indicating potential collaboration or co-investment opportunities with tech-enabled financial service platforms.

Regulatory Edge Wyoming trust and fiduciary capabilities highlight a compliance-forward value proposition for clients seeking asset protection and tax-efficient estate planning, suggesting cross-sell to families and trusts prioritizing legal safeguards.

Tech & Compliance Tech stack and security posture (WordPress, Google Fonts, HSTS, HTTP/3, etc.) indicate emphasis on secure, scalable digital experiences; this opens doors to cybersecurity, data management, and regtech suppliers for enhancements or partnerships.

Similar companies to Sepio Capital

Sepio Capital Tech Stack

Sepio Capital uses 8 technology products and services including Amazon Web Services, WordPress, Microsoft 365, and more. Explore Sepio Capital's tech stack below.

Sepio Capital's Email Address Formats

Sepio Capital uses at least 4 email formats:
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

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 official website and social media links?

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

How much revenue does Sepio Capital generate?

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As of August 2026, Sepio Capital's annual revenue is estimated to be $25M - $50M.

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 August 2026, Sepio Capital has approximately 36 employees across 2 continents, including North America and Europe. Key team members include Managing Director Founder: R. C. and Vice President: L. B. 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 Amazon Web Services, WordPress, Microsoft 365, jQuery Migrate, Webflow, GlobalSign, Bootstrap and Google 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 logo

Sepio Capital

Financial ServicesCalifornia, United States11-50 Employees

Sepio provides investment advisory and related services to clients nationwide, maintaining SEC registration and the necessary state registrations where it conducts business. Its investment approach draws on nearly four decades of market experience, supported by a collaborative and independent set of investment insights. The firm positions itself as a fiduciary partner capable of integrating investment management with comprehensive wealth and estate planning through dedicated client service and skilled professionals. Located in Alamo, California, Sepio Capital operates within the financial services industry with a focus on delivering tailored, client-centric guidance.

Section iconCompany Overview

Phone number
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

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