LeadIQ logo
Learn more at LeadIQ.com

Insights

Boutique scale Small to mid-sized firm with 11-50 employees represents a client segment with potentially more personalized service needs and opportunities for premium advisory products.

Valuation focus Valuation-centric investment approach suggests a potential fit for advanced analytics, risk management tools, and performance reporting enhancements.

Tech stack Existing use of Bloomberg, FactSet, Azure and PHP indicates openness to data integrations, cloud-based solutions, and modern analytics platforms to streamline portfolio workflows.

Revenue signal Mid-range revenue band implies a growth-oriented firm likely exploring scale-focused services, client onboarding efficiency, and scalable compliance or governance solutions.

Competitive context Operate alongside large incumbents in a crowded market; opportunity to position differentiated offerings such as specialized research, boutique risk analytics, or bespoke client reporting.

VELA Investment Management, LLC Tech Stack

VELA Investment Management, LLC uses 8 technology products and services including Bloomberg, FactSet, Font Awesome, and more. Explore VELA Investment Management, LLC's tech stack below.

  • Bloomberg
    Accounting And Finance
  • FactSet
    Business Intelligence
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Microsoft Azure
    Platform As A Service
  • PHP
    Programming Languages
  • AddToAny Share Buttons
    Web Platform Extensions
  • Apache
    Web Servers

VELA Investment Management, LLC's Email Address Formats

VELA Investment Management, LLC uses at least 1 format(s):
VELA Investment Management, LLC Email FormatsExamplePercentage
FLast@vela-im.comJDoe@vela-im.com
100%

Frequently Asked Questions

What is VELA Investment Management, LLC's official website and social media links?

Minus sign iconPlus sign iconVELA Investment Management, LLC's official website is vela-im.com and has social profiles on LinkedIn.

How much revenue does VELA Investment Management, LLC generate?

Minus sign iconPlus sign icon As of August 2026, VELA Investment Management, LLC's annual revenue is estimated to be $25M - $50M.

What is VELA Investment Management, LLC's NAICS code?

Minus sign iconPlus sign iconVELA Investment Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does VELA Investment Management, LLC have currently?

Minus sign iconPlus sign iconAs of August 2026, VELA Investment Management, LLC has approximately 32 employees across 2 continents, including North AmericaAsia. Key team members include Chief Compliance Officer: B. L.Co-Founder: L. W.Director Of Research: B. M.. Explore VELA Investment Management, LLC's employee directory with LeadIQ.

What industry does VELA Investment Management, LLC belong to?

Minus sign iconPlus sign iconVELA Investment Management, LLC operates in the Investment Management industry.

What technology does VELA Investment Management, LLC use?

Minus sign iconPlus sign iconVELA Investment Management, LLC's tech stack includes BloombergFactSetFont AwesomeJSON-LDMicrosoft AzurePHPAddToAny Share ButtonsApache.

What is VELA Investment Management, LLC's email format?

Minus sign iconPlus sign iconVELA Investment Management, LLC's email format typically follows the pattern of FLast@vela-im.com. Find more VELA Investment Management, LLC email formats with LeadIQ.

When was VELA Investment Management, LLC founded?

Minus sign iconPlus sign iconVELA Investment Management, LLC was founded in 2019.
VELA Investment Management, LLC logo

VELA Investment Management, LLC

Investment ManagementOhio, United States11-50 Employees

VELA Investment Management is a privately owned investment management firm based in New Albany, Ohio. The company describes its approach as valuation-centric, assembled from a team with decades of experience in portfolio management. Serving professional investors and other clients seeking disciplined investment oversight, VELA focuses on processes and analysis that support portfolio decisions. The firm operates within the investment management industry, positioning itself as a smaller-scale, focused firm in a field dominated by larger providers. The organization is located at 220 Market Street, Suite 208, in the Columbus metro area, and it maintains a staff size consistent with a boutique practice focused on specialized, experienced guidance.

Section iconCompany Overview

Website
vela-im.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2019
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    VELA Investment Management, LLC's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    VELA Investment Management, LLC's revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Stylized image of a person
    B. L.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. W.
    Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Director Of Research
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Research Analyst
    Phone icon
    Mobile Phone

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.

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.