Insights

High net worth focus Verde Capital Management targets high-net-worth individuals, families, and business owners, indicating potential for selling comprehensive wealth management, personalized planning, and tax strategy services to affluent clients seeking fiduciary, goal-based guidance.

Tech-enabled advisory The Verde Portal and advanced financial technology underpin client engagement and real-time tracking, presenting upsell opportunities for digital planning tools, data visualization enhancements, and ongoing digital onboarding services.

Asset interests Recent minority stake acquisition in Commerce Bancshares signals active investment capabilities; potential cross-sell of investment products, strategy services, and diversified portfolios to institutional and premium individual clients.

Growth potential Revenue range indicates a mid-market advisory with scale opportunities; targeted outreach to mid-size business owners and executives could expand advisory services such as CFO-style planning and succession solutions.

Competitive positioning Brand emphasizes fiduciary responsibility and education; leverage this trust angle to differentiate with high-touch consulting packages, fiduciary reviews, and education-driven client engagement to win new assets from competitors.

Similar companies to Verde Capital Management

Verde Capital Management Tech Stack

Verde Capital Management uses 8 technology products and services including Google Ads, Microsoft Advertising, Amazon Web Services, and more. Explore Verde Capital Management's tech stack below.

Verde Capital Management's Email Address Formats

Verde Capital Management uses at least 2 email formats:
Verde Capital Management Email FormatsExamplePercentage
FirstLast@verdecm.comJohnDoe@verdecm.com
88%
FirLast@verdecm.comJohDoe@verdecm.com
12%

Frequently Asked Questions

What is Verde Capital Management's phone number?

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You can contact Verde 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 Verde Capital Management's official website and social media links?

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Verde Capital Management's official website is verdecm.com and has social profiles on LinkedIn.

How much revenue does Verde Capital Management generate?

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

What is Verde Capital Management's NAICS code?

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Verde Capital Management's NAICS code is 52 - Finance and Insurance.

How many employees does Verde Capital Management have currently?

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As of August 2026, Verde Capital Management has approximately 25 employees across 1 continents, including North America. Key team members include Chief Operations Officer, Compliance Manager, And Executive Assistant: H. L., Financial Advisor: M. B. and Financial Coach: M. K. Explore Verde Capital Management's employee directory with LeadIQ.

What industry does Verde Capital Management belong to?

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Verde Capital Management operates in the Financial Services industry.

What technology does Verde Capital Management use?

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Verde Capital Management's tech stack includes Google Ads, Microsoft Advertising, Amazon Web Services, Duda, WordPress, Salesforce, Google Workspace and Webflow.

What is Verde Capital Management's email format?

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Verde Capital Management's email format typically follows the pattern of FirstLast@verdecm.com. Find more Verde Capital Management email formats with LeadIQ.

When was Verde Capital Management founded?

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Verde Capital Management was founded in 2008.
Verde Capital Management logo

Verde Capital Management

Financial ServicesMichigan, United States11-50 Employees

Verde Capital Management is a financial services firm based in Clarkston, Michigan, that provides personalized wealth management, retirement planning, tax strategies, and investment guidance for high-net-worth individuals, families, and business owners. The firm emphasizes a relationship-driven approach, focusing on understanding clients’ financial goals and life aspirations to develop customized plans designed to grow and protect wealth, with fiduciary responsibility and clear educational support. Clients have access to a real-time, unified view of net worth, investment performance, and financial plans through the Verde Portal, reflecting a commitment to integrated, goal-based guidance supported by advanced financial technology. The company serves a professional market within the broader asset management landscape and positions itself among established financial services providers in the region, offering services that include financial planning, wealth and investment management, tax-smart strategies, and business owner solutions such as retirement plans, succession planning, and CFO-style advisory.” } (Note: The developer instruction asked for 2 short paragraphs; however, the required JSON format needs a single description field. The content above remains within the factual, neutral bounds of the provided information.) } } The final answer is the JSON object containing the neutral overview. (If the trailing parenthetical note is not desired, it can be omitted.) } } } {

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

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

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