Insights

Active Asset Management Spotlight Asset Group demonstrates an active investment approach with recent stakes in diverse companies such as MGIC Investment, British American Tobacco, and Take-Two Interactive Software. This indicates a focus on expanding their portfolio, which may open opportunities for partners offering innovative financial products or research tools to enhance their asset strategies.

Growth in Revenue With revenue estimates between 10 million and 25 million, the company shows steady growth potential in the investment management sector. Selling complementary services like advanced analytics, client engagement platforms, or compliance solutions could support their further expansion and operational efficiency.

Tech-Driven Transparency Spotlight Asset Group prioritizes transparency and technology integration, offering clients 24/7 access to their financial plans and accounts. Vendors providing secure financial technology, digital experience enhancement, or cybersecurity solutions would likely find receptive clients within this innovative and tech-focused environment.

Boutique Investment Focus With a relatively small team of 11-50 employees and personalized investment solutions, Spotlight Asset Group values customized client service. There may be opportunities to collaborate on tailored financial tools, CRM systems, or personalized reporting services that align with their bespoke approach.

Market Expansion Opportunities Being part of a competitive investment management landscape with similar firms, Spotlight's emphasis on transparency and technology positions it well for strategic partnerships that can differentiate their offerings. Outreach to firms specializing in innovative investment strategies, sustainable assets, or client engagement technology could prove mutually beneficial.

Spotlight Asset Group, Inc. Tech Stack

Spotlight Asset Group, Inc. uses 8 technology products and services including Sucuri, MySQL, Font Awesome, and more. Explore Spotlight Asset Group, Inc.'s tech stack below.

  • Sucuri
    Content Delivery Network
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • X-XSS-Protection
    Security

Media & News

Spotlight Asset Group, Inc.'s Email Address Formats

Spotlight Asset Group, Inc. uses at least 1 format(s):
Spotlight Asset Group, Inc. Email FormatsExamplePercentage
Last@spotlightassetgroup.comDoe@spotlightassetgroup.com
50%
Last@spotlightassetgroup.comDoe@spotlightassetgroup.com
50%

Frequently Asked Questions

Where is Spotlight Asset Group, Inc.'s headquarters located?

Minus sign iconPlus sign icon
Spotlight Asset Group, Inc.'s main headquarters is located at 1 Mid-america Plaza, Floor 3. The company has employees across 1 continents, including North America.

What is Spotlight Asset Group, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Spotlight Asset Group, Inc.'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 Spotlight Asset Group, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Spotlight Asset Group, Inc.'s official website is spotlightassetgroup.com and has social profiles on LinkedIn.

What is Spotlight Asset Group, Inc.'s NAICS code?

Minus sign iconPlus sign icon
Spotlight Asset Group, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Spotlight Asset Group, Inc. have currently?

Minus sign iconPlus sign icon
As of December 2025, Spotlight Asset Group, Inc. has approximately 13 employees across 1 continents, including North America. Key team members include Content Coordinator: A. M.Administrative Assistant: K. S.Dean: L. P.. Explore Spotlight Asset Group, Inc.'s employee directory with LeadIQ.

What industry does Spotlight Asset Group, Inc. belong to?

Minus sign iconPlus sign icon
Spotlight Asset Group, Inc. operates in the Investment Management industry.

What technology does Spotlight Asset Group, Inc. use?

Minus sign iconPlus sign icon
Spotlight Asset Group, Inc.'s tech stack includes SucuriMySQLFont AwesomeTwemojijQuerySwiperYoast SEOX-XSS-Protection.

What is Spotlight Asset Group, Inc.'s email format?

Minus sign iconPlus sign icon
Spotlight Asset Group, Inc.'s email format typically follows the pattern of Last@spotlightassetgroup.com. Find more Spotlight Asset Group, Inc. email formats with LeadIQ.

When was Spotlight Asset Group, Inc. founded?

Minus sign iconPlus sign icon
Spotlight Asset Group, Inc. was founded in 2016.

Spotlight Asset Group, Inc.

Investment ManagementIllinois, United States11-50 Employees

At Spotlight Asset Group, an SEC-registered investment adviser, we offer comprehensive financial planning and investment management services, including retirement, tax, and estate planning services. We created Spotlight because we saw a need in the financial services industry to provide clients with complete transparency into their overall financial situation. Our team is dedicated to serving our clients by adhering to three guiding principles: transparency, technology, and total wealth. We do that by offering an easy-to-understand flat fee structure and by using the latest technology to give our clients 24/7 access to up-to-date financial plans and a comprehensive picture of all their accounts, whether they are managed by Spotlight or not. We also provide customized investment solutions for each client rather than forcing our clients into a single model portfolio.

*Registration does not mean that the SEC, or any other agency, has sponsored, recommended, or approved an investment adviser. Being a registered investment adviser does not indicate that an investment adviser has attained a particular level of professional competence, education, or special training.

Section iconCompany Overview

Headquarters
1 Mid-america Plaza, Floor 3
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Spotlight Asset Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Spotlight Asset Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.