Insights

Strong Industry Reputation Shaker Investments has received recognition for excellence, including the PSN Top Guns award and the Best Small Cap Strategy, signaling a high level of industry credibility and a potential interest in advanced analytics and industry-specific solutions to maintain their competitive edge.

Specialized Investment Focus The company's focus on small and mid-cap companies experiencing rapid growth suggests a need for tailored research tools, data analytics platforms, and market intelligence services that support their unique investment strategies.

Emphasis on Research Excellence With a core belief in original research and a highly skilled team, Shaker Investments may be interested in premium research content, financial modeling software, and analytical tools that enhance their analytical capabilities and support superior portfolio management.

Recent Leadership Promotion The recent promotion of Kacie Wick to Chief Compliance Officer indicates an active internal governance framework; compliance tech solutions, risk management systems, and regulatory reporting tools could be valuable offerings to align with their focus on compliance.

Growth and Recognition Opportunities The company’s sizable revenue between 25 to 50 million dollars and its recognition within the investment management space suggest potential for partnerships with service providers in financial technology, operational efficiency, and client engagement platforms to support scaling and performance enhancement.

Shaker Investments Tech Stack

Shaker Investments uses 8 technology products and services including WordPress, Webpack, JSON-LD, and more. Explore Shaker Investments's tech stack below.

  • WordPress
    Content Management System
  • Webpack
    Development
  • JSON-LD
    Javascript Frameworks
  • Clipboard.js
    Javascript Libraries
  • PHP
    Programming Languages
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • prettyPhoto
    Web Tools And Plugins

Shaker Investments's Email Address Formats

Shaker Investments uses at least 1 format(s):
Shaker Investments Email FormatsExamplePercentage
First@shakerinvest.comJohn@shakerinvest.com
35%
First.Last@shakerinvest.comJohn.Doe@shakerinvest.com
24%
Last@shakerinvest.comDoe@shakerinvest.com
6%
First@shakerinvest.comJohn@shakerinvest.com
35%

Frequently Asked Questions

Where is Shaker Investments's headquarters located?

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Shaker Investments's main headquarters is located at 3201 Entrprise Place, Suite 310. The company has employees across 2 continents, including North AmericaAsia.

What is Shaker Investments's phone number?

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You can contact Shaker Investments'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 Shaker Investments's official website and social media links?

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Shaker Investments's official website is shakerinvest.com and has social profiles on LinkedIn.

What is Shaker Investments's SIC code NAICS code?

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Shaker Investments's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Shaker Investments have currently?

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As of December 2025, Shaker Investments has approximately 12 employees across 2 continents, including North AmericaAsia. Key team members include Vice President Of Sales And Client Relations: R. R.Co-Chief Investment Officer: B. H.Director Of Admission: B. R.. Explore Shaker Investments's employee directory with LeadIQ.

What industry does Shaker Investments belong to?

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Shaker Investments operates in the Investment Management industry.

What technology does Shaker Investments use?

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Shaker Investments's tech stack includes WordPressWebpackJSON-LDClipboard.jsPHPHSTSGoogle Tag ManagerprettyPhoto.

What is Shaker Investments's email format?

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Shaker Investments's email format typically follows the pattern of First@shakerinvest.com. Find more Shaker Investments email formats with LeadIQ.

When was Shaker Investments founded?

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Shaker Investments was founded in 1991.

Shaker Investments

Investment ManagementOhio, United States11-50 Employees

We believe there is no substitute for insightful, original research.  An understanding of the dynamics of the financial markets coupled with detailed, company-specific knowledge is the foundation for superior returns.

Shaker Investments was established in 1991 with a clear investment mandate: to manage equity portfolios representing primarily small and mid-cap companies whose attributes favor exceptional, long-term investment performance.

Three attributes in particular are essential. Every company we select has to represent an industry experiencing rapid secular or cyclical growth. The company must possess superior characteristics across a broad range of managerial, operational, product and marketing criteria. And, its stock has to be available at an attractive valuation. We believe that this approach will enable us to achieve consistently competitive investment performance over time. 

Research of this quality and magnitude requires people with high-level analytical skills and strong backgrounds in finance. Since inception, Shaker Investments has focused on assembling a skilled team of research analysts. For a firm of our size, we possess an unusually talented team of individuals with extensive industry-focused expertise and advanced academic degrees.

Section iconCompany Overview

Headquarters
3201 Entrprise Place, Suite 310
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Shaker Investments's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Shaker Investments's revenue is estimated to be in the range of $25M$50M

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