Insights

High-Net Worth Focus Valenta Capital Management specializes in wealth management for high-net worth individuals, indicating an opportunity to offer premium financial products and personalized advisory services tailored to affluent clients seeking tailored asset management options.

Active Portfolio Management The firm employs a Preserve and Participate model emphasizing active management to maximize returns and mitigate market risks, suggesting potential for partnerships with advanced investment technology providers or alternative investment solutions.

Niche Market Targeting By providing both corporate retirement plan services and private wealth management, Valenta is positioned in a niche combining employer-sponsored plans with high-net worth individual needs, creating cross-sell opportunities in employee benefit services and high-end investment solutions.

Growth and Expansion Opportunities With revenue between one and ten million dollars and a small team, there is potential for scaling through strategic partnerships, technology integrations, or geographic expansion targeting similar high-net worth demographics.

Technology and Engagement Utilizing platforms like WordPress, HubSpot, and Gravity Forms indicates a focus on digital engagement and client communication, suggesting prospects in expanding digital advisory tools, client portals, or marketing automation solutions to enhance client experience.

Valenta Capital Management Tech Stack

Valenta Capital Management uses 8 technology products and services including WordPress, Font Awesome, Floating UI, and more. Explore Valenta Capital Management's tech stack below.

  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • Floating UI
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • jQuery Mobile
    Mobile Frameworks
  • WP Engine
    Platform As A Service
  • Vimeo
    Video Players
  • Gravity Forms
    Web Platform Extensions

Media & News

Valenta Capital Management's Email Address Formats

Valenta Capital Management uses at least 1 format(s):
Valenta Capital Management Email FormatsExamplePercentage
FLast@valentacapital.comJDoe@valentacapital.com
50%
FLast@valentacapital.comJDoe@valentacapital.com
50%

Frequently Asked Questions

Where is Valenta Capital Management's headquarters located?

Minus sign iconPlus sign icon
Valenta Capital Management's main headquarters is located at 12245 North Pecos Street Suite 100 Westminster, Colorado 80234 United States. The company has employees across 1 continents, including North America.

What is Valenta Capital Management's phone number?

Minus sign iconPlus sign icon
You can contact Valenta Capital 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 Valenta Capital Management's official website and social media links?

Minus sign iconPlus sign icon
Valenta Capital Management's official website is valentacapital.com and has social profiles on LinkedIn.

What is Valenta Capital Management's NAICS code?

Minus sign iconPlus sign icon
Valenta Capital Management's NAICS code is 52 - Finance and Insurance.

How many employees does Valenta Capital Management have currently?

Minus sign iconPlus sign icon
As of February 2026, Valenta Capital Management has approximately 5 employees across 1 continents, including North America. Key team members include Ceo: M. V.President: C. J. V.Director Of Operations: L. S.. Explore Valenta Capital Management's employee directory with LeadIQ.

What industry does Valenta Capital Management belong to?

Minus sign iconPlus sign icon
Valenta Capital Management operates in the Financial Services industry.

What technology does Valenta Capital Management use?

Minus sign iconPlus sign icon
Valenta Capital Management's tech stack includes WordPressFont AwesomeFloating UIHubSpotjQuery MobileWP EngineVimeoGravity Forms.

What is Valenta Capital Management's email format?

Minus sign iconPlus sign icon
Valenta Capital Management's email format typically follows the pattern of FLast@valentacapital.com. Find more Valenta Capital Management email formats with LeadIQ.

When was Valenta Capital Management founded?

Minus sign iconPlus sign icon
Valenta Capital Management was founded in 1998.

Valenta Capital Management

Financial ServicesColorado, United States2-10 Employees

At Valenta Capital Management it is all about you. Your goals, your future, and your financial freedom are our top priorities, and we reflect this in our custom-tailored financial strategies and plans. 

We are a comprehensive financial services firm based in Denver, CO. We pride ourselves in creating custom financial plans, that are all actively managed using a Preserve and Participate model which is designed to maximize returns while limiting the statistical max drawdown during a market cycle. 

Our specialties include:
	Wealth management for high-net worth individuals 
	401(k) Plan Management Services
	Plan Participant Support
	Income planning for retirement
	Custom financial planning with active management portfolios

Our 401(k) management advisors service corporate retirement plan sponsors through plan assessment, provider search, fee analysis, participant education and co-fiduciary support. 

Our advisors also provide private wealth management to support high net worth individuals' needs for tailored asset management and investment strategies. 

To learn more about our firm, visit www.valentacapital.com or call (303) 951-5975.
------------------------------------------------------------------------------------
Disclosures:

Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Section iconCompany Overview

Headquarters
12245 North Pecos Street Suite 100 Westminster, Colorado 80234 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Valenta Capital Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Valenta Capital Management's revenue is estimated to be in the range of $1M$10M

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.