Insights

High net worth focus Target affluent individuals and family offices in Clarkston and nearby Detroit metro area with tailored wealth management, tax strategies, and estate planning services that align with their goal of wealth preservation and growth.

Technology enabled Leverage Verde Portal and advanced financial technology to offer real time portfolio tracking and goal-based plans as a differentiator to attract clients seeking透明 visibility and proactive financial management.

Boutique scale Position Verde Capital Management as a relationship-driven boutique advisory with fiduciary responsibility to compete with larger firms by emphasizing personalized service, access to senior advisors, and transparent education.

Strategic partnerships Explore co-marketing and referral opportunities with local CPAs, law firms, and mortgage brokers, highlighting comprehensive planning, tax-smart strategies, and business owner solutions like retirement plans and CFO-style advising.

Growth signals Capitalize on a revenue range of mid tens of millions and recent asset investments to pursue mid-market business owner clients and high-net-worth individuals seeking succession planning and investment guidance, while showcasing scalable tech-enabled service offerings.

Verde Capital Management Tech Stack

Verde Capital Management uses 8 technology products and services including Google Ads, DoubleClick Floodlight, gstatic.com, and more. Explore Verde Capital Management's tech stack below.

  • Google Ads
    Advertising
  • DoubleClick Floodlight
    Advertising
  • gstatic.com
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • ClientJS
    Javascript Libraries
  • Preact
    Javascript Libraries
  • Windows Server
    Operating Systems
  • Bootstrap
    UI Frameworks

Verde Capital Management's Email Address Formats

Verde Capital Management uses at least 1 format(s):
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 July 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 July 2026, Verde Capital Management has approximately 24 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.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 AdsDoubleClick Floodlightgstatic.comcdnjsClientJSPreactWindows ServerBootstrap.

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

Section iconFunding & Financials

  • $25M - $50M

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

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