Insights

Strategic Partnerships Shadowridge Asset Management collaborates with financial advisors, CFPs, CPAs and other professionals through turnkey asset management programs, presenting a channel for co-marketing, referrals, and expanded client reach.

Tactical Investment Edge With a stated focus on adapting to market conditions to advance in positives and protect in negatives, there is an opportunity to position scalable managed solutions for advisor networks seeking resilient, rules-based strategies.

Smaller Firm Advantage As a small firm with 2-10 employees, Shadowridge may be highly receptive to white-label or partner enablement platforms, offering personalized support, faster onboarding, and flexible fee arrangements to scale through allies.

Digital and Tech Stack Utilizes a mix of CRM, marketing automation, e-commerce and analytics tools (Keap, Zoho, WordPress, Shopify, Vimeo, MonsterInsights), suggesting upsell opportunities in client onboarding automation, PPC/SEO improvements, and data-driven marketing services.

Growth and Outreach Revenue in the million-dollar range and active hiring history indicate growth potential; targeting talent acquisition and advisory network expansion projects can drive cross-sell of additional investment programs and succession planning solutions.

Similar companies to Shadowridge Asset Management

Shadowridge Asset Management Tech Stack

Shadowridge Asset Management uses 8 technology products and services including RSS, WordPress, Keap, and more. Explore Shadowridge Asset Management's tech stack below.

  • RSS
    Content Management System
  • Content Management System
  • Keap
    Customer Relationship Management
  • Customer Relationship Management
  • E-commerce
  • Font Awesome
    Font Scripts
  • Video Players
  • MonsterInsights
    Web Platform Extensions

Shadowridge Asset Management's Email Address Formats

Shadowridge Asset Management uses at least 3 email formats:
Shadowridge Asset Management Email FormatsExamplePercentage
First@shadowridgeinvest.comJohn@shadowridgeinvest.com
40%
FLast@shadowridgeinvest.comJDoe@shadowridgeinvest.com
40%
First.Last@shadowridgeinvest.comJohn.Doe@shadowridgeinvest.com
20%

Frequently Asked Questions

What is Shadowridge Asset Management's official website and social media links?

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Shadowridge Asset Management's official website is shadowridgeinvest.com and has social profiles on LinkedIn.

How much revenue does Shadowridge Asset Management generate?

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As of September 2026, Shadowridge Asset Management's annual revenue is estimated to be $1M - $10M.

What is Shadowridge Asset Management's NAICS code?

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Shadowridge Asset Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Shadowridge Asset Management have currently?

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As of September 2026, Shadowridge Asset Management has approximately 8 employees across 1 continents, including North America. Key team members include Do: N. W. Explore Shadowridge Asset Management's employee directory with LeadIQ.

What industry does Shadowridge Asset Management belong to?

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Shadowridge Asset Management operates in the Investment Management industry.

What technology does Shadowridge Asset Management use?

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Shadowridge Asset Management's tech stack includes RSS, WordPress, Keap, Zoho, Shopify, Font Awesome, Vimeo and MonsterInsights.

What is Shadowridge Asset Management's email format?

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Shadowridge Asset Management's email format typically follows the pattern of First@shadowridgeinvest.com. Find more Shadowridge Asset Management email formats with LeadIQ.

When was Shadowridge Asset Management founded?

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Shadowridge Asset Management was founded in 2012.
Shadowridge Asset Management logo

Shadowridge Asset Management

Investment ManagementTexas, United States2-10 Employees

Shadowridge Asset Management, LLC is an investment management firm and registered investment advisor based in Austin, Texas. It adopts a tactical approach to asset management, aiming to perform positively in favorable market conditions while seeking to protect client capital during downturns. The company targets financial professionals, including advisers, CFPs, and CPAs, offering turnkey asset management programs to help them serve their clients’ financial goals. Established in Austin, the firm markets itself as a partner to financial professionals rather than a consumer-facing advisory, and it operates with a small team focused on managing and delivering its asset management services. A recent staffing update indicates the addition of a new member in early 2019, reflecting ongoing internal growth.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2012
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Shadowridge Asset Management's revenue is estimated to be in the range of $1M - $10M

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