Insights

SRI interest The firm actively supports Socially Responsible Investment strategies, indicating a potential to upsell ESG integrated advisory services and impact investing solutions to aligned families and endowments.

Boutique scale With a lean team and boutique size, there is a market opportunity to offer high-touch, personalized planning and scalable investment management services to affluent families seeking bespoke attention.

Global access Access to both domestic and international markets through partnerships suggests potential to pitch cross-border investment capabilities, currency diversification, and global asset allocation services.

Custodial independence All client assets are held with outside custodians, highlighting a selling point for clients prioritizing fiduciary independence and transparent custody arrangements alongside existing planning services.

Tech stack Utilizes cloud and digital tools (AWS, WordPress, Google Workspace, Mailchimp) which can be leveraged to enhance client onboarding, digital reporting, and scalable outreach to growth opportunities in family offices and high-net-worth segments.

Similar companies to Washington Square Capital Management

Washington Square Capital Management Tech Stack

Washington Square Capital Management uses 8 technology products and services including Amazon Web Services, WordPress, Google Workspace, and more. Explore Washington Square Capital Management's tech stack below.

Washington Square Capital Management's Email Address Formats

Washington Square Capital Management uses at least 4 email formats:
Washington Square Capital Management Email FormatsExamplePercentage
FLast@wa-cap.comJDoe@wa-cap.com
89%
Last@wa-cap.comDoe@wa-cap.com
10%
First.Last@wa-cap.comJohn.Doe@wa-cap.com
1%
First.Last@wsqcapital.comJohn.Doe@wsqcapital.com
100%

Frequently Asked Questions

What is Washington Square Capital Management's phone number?

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

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Washington Square Capital Management's official website is wsqcapital.com and has social profiles on LinkedIn.

How much revenue does Washington Square Capital Management generate?

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As of September 2026, Washington Square Capital Management's annual revenue is estimated to be $1M - $10M.

What is Washington Square Capital Management's NAICS code?

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

How many employees does Washington Square Capital Management have currently?

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As of September 2026, Washington Square Capital Management has approximately 2 employees across 1 continents, including North America. Key team members include Vice President Transactions Manager: J. O., Assistant Vice President: K. T. and Assistant Vice President: N. M. Explore Washington Square Capital Management's employee directory with LeadIQ.

What industry does Washington Square Capital Management belong to?

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Washington Square Capital Management operates in the Financial Services industry.

What technology does Washington Square Capital Management use?

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Washington Square Capital Management's tech stack includes Amazon Web Services, WordPress, Google Workspace, Mailchimp, Font Awesome, jQuery, WordPress Block Editor and Priority Hints.

What is Washington Square Capital Management's email format?

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Washington Square Capital Management's email format typically follows the pattern of FLast@wa-cap.com. Find more Washington Square Capital Management email formats with LeadIQ.

When was Washington Square Capital Management founded?

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Washington Square Capital Management was founded in 2009.
Washington Square Capital Management logo

Washington Square Capital Management

Financial ServicesNew York, United States2-10 Employees

Washington Square Capital Management is a financial services firm that provides financial planning and investment management for families, focusing on balanced and diversified portfolios aligned with clients’ goals. The firm emphasizes incorporating socially responsible investment strategies, offering clients the option to integrate environmental, human rights, fair trade, and corporate governance considerations into the investment process. Clients are served with global investment reach, leveraging relationships with multiple competitive global securities firms to access both domestic and international markets, while assets are held with outside custodians in separate accounts under a fiduciary obligation. Based in New York City, the company operates with a small professional team and emphasizes independent oversight to avoid conflicts typical of firms with multiple financial service units.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

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

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