Insights

Growth and Expansion Seventy2 Capital demonstrates active growth through strategic hiring of financial advisors and expanding office locations, including a recent move into Andover, Massachusetts. This indicates ongoing capacity to scale and potentially requires advanced client management technology and compliance solutions.

Reputation and Recognition The firm has received industry recognition such as being named a Top 250 Private Wealth Management Team by Barron's and multiple advisors earning Five Star Professional Wealth Manager awards. These accolades highlight a strong market position and potential for premium service offerings and tailored marketing solutions.

Client-Focused Approach Seventy2 Capital emphasizes a client-centered, independent advisory model backed by Wells Fargo Advisors, suggesting a potential need for sophisticated client engagement tools, customized reporting software, and advanced CRM systems to enhance personalized service.

Technology Stack Utilizing tools like Google Maps, Facebook Pixel, and Cloudflare indicates a focus on digital presence and marketing. Opportunities exist to offer targeted digital advertising solutions, website optimization, and data analytics services to further enhance client acquisition.

Financial Strength With revenue between $50 million and $100 million, Seventy2 Capital operates at a substantial scale, presenting opportunities for financial technology solutions, cybersecurity enhancements, and compliance management services tailored for mid-sized financial firms.

Similar companies to Seventy2 Capital Wealth Management

Seventy2 Capital Wealth Management Tech Stack

Seventy2 Capital Wealth Management uses 8 technology products and services including Hotjar, Facebook Pixel, Cloudflare, and more. Explore Seventy2 Capital Wealth Management's tech stack below.

  • Hotjar
    Analytics
  • Facebook Pixel
    Analytics
  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • Google Maps
    Maps
  • HSTS
    Security
  • Nginx
    Web Servers

Media & News

Seventy2 Capital Wealth Management's Email Address Formats

Seventy2 Capital Wealth Management uses at least 1 format(s):
Seventy2 Capital Wealth Management Email FormatsExamplePercentage
First.Last@seventy2capital.comJohn.Doe@seventy2capital.com
49%
FLast@seventy2capital.comJDoe@seventy2capital.com
1%
First.Last@seventy2capital.comJohn.Doe@seventy2capital.com
49%
FLast@seventy2capital.comJDoe@seventy2capital.com
1%

Frequently Asked Questions

What is Seventy2 Capital Wealth Management's official website and social media links?

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Seventy2 Capital Wealth Management's official website is seventy2capital.com and has social profiles on LinkedIn.

What is Seventy2 Capital Wealth Management's NAICS code?

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Seventy2 Capital Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Seventy2 Capital Wealth Management have currently?

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As of December 2025, Seventy2 Capital Wealth Management has approximately 88 employees across 2 continents, including North AmericaAsia. Key team members include President & Co-Founder: T. F.Partner: L. W.Vice President, Financial Advisor: A. H.. Explore Seventy2 Capital Wealth Management's employee directory with LeadIQ.

What industry does Seventy2 Capital Wealth Management belong to?

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Seventy2 Capital Wealth Management operates in the Financial Services industry.

What technology does Seventy2 Capital Wealth Management use?

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Seventy2 Capital Wealth Management's tech stack includes HotjarFacebook PixelCloudflareGoogle Fonts APIjQuery UIGoogle MapsHSTSNginx.

What is Seventy2 Capital Wealth Management's email format?

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Seventy2 Capital Wealth Management's email format typically follows the pattern of First.Last@seventy2capital.com. Find more Seventy2 Capital Wealth Management email formats with LeadIQ.

When was Seventy2 Capital Wealth Management founded?

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Seventy2 Capital Wealth Management was founded in 2016.

Seventy2 Capital Wealth Management

Financial ServicesMaryland, United States51-200 Employees

Seventy2 Capital is a client-focused, growth-oriented wealth management practice dedicated to achieving client goals. We offer the benefits of independence with a deep bench of thoughtful, talented team members and the backing of Wells Fargo Advisors Financial Network. We believe this model, paired with our “can do, will do” attitude, enables great service and optimizes client outcomes. 

Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social. 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital Wealth Management is a separate entity from WFAFN. 

This information is intended for use only by residents of (AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, USVI, PR). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. 

Troy Elser: CA Insurance License # 0F85793. Resident State MD. 
Scott Gibson: CA License # 4032840. Resident State: VA. 
Michael Levitsky: CA License #: 0M07318. Resident State DC. 
Craig Gayhardt: CA Insurance License # 0L83108. Resident State MD. Ryan Gutowski: CA Insurance License # 4068827. Resident State MD.

PM-03232027-8418968.1.1

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Seventy2 Capital Wealth Management's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Seventy2 Capital Wealth Management's revenue is estimated to be in the range of $50M$100M

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