Insights

Boutique scale Small team size (2-10 employees) combined with revenue in the 25-50 million range suggests Tealwood Asset Management could benefit from scalable, high-touch solutions tailored to independent firms, such as specialized marketing services, white-label investor education, or outsourced compliance tools.

Independent positioning As an independent asset manager with a focus on relationships, Tealwood may value partnerships that enhance client retention and personalized service, including CRM enhancements, client portal improvements, and bespoke advisory or family-office services.

Active asset picks Frequent investment in diverse equities and technology-enabled sectors (Intuitive Machines, Automatic Data Processing, CDK Global, Global Payments) indicates openness to specialist research, due-diligence support, and access to niche data feeds or analytics that aid in portfolio construction.

Digital presence Tech stack shows reliance on WordPress, Shopify, and analytics tools, presenting opportunities for SEO optimization, content marketing services, performance marketing, and website optimization to attract high-net-worth individuals and institutions.

Growth readiness Revenue scale and funding history imply potential for solutions that support growth without overhauling operations, such as scalable compliance tooling, cybersecurity measures, cloud-based collaboration platforms, and workflow automation to accommodate client onboarding and reporting.

Similar companies to Tealwood Asset Management

Tealwood Asset Management Tech Stack

Tealwood Asset Management uses 8 technology products and services including W3 Total Cache, WordPress, Shopify, and more. Explore Tealwood Asset Management's tech stack below.

  • W3 Total Cache
    Caching
  • Content Management System
  • E-commerce
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Yoast SEO
    Search Engines
  • Google Analytics
    Web Analytics

Media & News

Tealwood Asset Management's Email Address Formats

Tealwood Asset Management uses at least 2 email formats:
Tealwood Asset Management Email FormatsExamplePercentage
FLast@tealwood.comJDoe@tealwood.com
95%
First@tealwood.comJohn@tealwood.com
5%

Frequently Asked Questions

What is Tealwood Asset Management's phone number?

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You can contact Tealwood Asset Management'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 Tealwood Asset Management's official website and social media links?

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Tealwood Asset Management's official website is tealwood.com and has social profiles on LinkedIn.

How much revenue does Tealwood Asset Management generate?

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As of August 2026, Tealwood Asset Management's annual revenue is estimated to be $25M - $50M.

What is Tealwood Asset Management's NAICS code?

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

How many employees does Tealwood Asset Management have currently?

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As of August 2026, Tealwood Asset Management has approximately 10 employees across 1 continents, including North America. Key team members include Compliance Officer & Director, Operations: J. Q. and Principal, Senior Wealth Management Advisor: P. M. Explore Tealwood Asset Management's employee directory with LeadIQ.

What industry does Tealwood Asset Management belong to?

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Tealwood Asset Management operates in the Investment Management industry.

What technology does Tealwood Asset Management use?

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Tealwood Asset Management's tech stack includes W3 Total Cache, WordPress, Shopify, Microsoft 365, jQuery, Google Maps, Yoast SEO and Google Analytics.

What is Tealwood Asset Management's email format?

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Tealwood Asset Management's email format typically follows the pattern of FLast@tealwood.com. Find more Tealwood Asset Management email formats with LeadIQ.

When was Tealwood Asset Management founded?

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Tealwood Asset Management was founded in 1987.
Tealwood Asset Management logo

Tealwood Asset Management

Investment ManagementMinnesota, United States2-10 Employees

Tealwood Asset Management is an independent investment management firm founded in 1987 and headquartered in Minneapolis, Minnesota. The company serves individuals and their families, non-profit organizations, and select corporate clients, aiming to build relationships that are tailored to each client’s financial needs and objectives. Its focus lies in managing assets on behalf of these groups, with a history rooted in independent advisory practices that emphasize personalized service. The firm operates in a niche within the investment management industry, distinguishing itself through its independence and direct client emphasis. Recent activity includes stake purchases across several public companies, indicating ongoing participation in diversified asset positions. Based in Minneapolis, Tealwood operates with a relatively small team and concentrates on delivering specialized asset management services to its target markets.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1987
Employees
2-10

Section iconFunding & Financials

  • $25M - $50M

    Tealwood Asset Management's revenue is estimated to be in the range of $25M - $50M

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