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Waterford Capital, Inc. Employee Directory

Investment BankingTexas, United States2-10 Employees

Waterford Capital, Inc. is a boutique investment banking firm based in Addison, Texas, focusing on specialized advisory and asset management services. The company concentrates on mergers and acquisitions within the technology sector and designs asset-backed financing structures for specialty finance firms and asset managers, aiming to support complex transactions and tailored investment programs for its clients. Its client base includes families, foundations, and endowments seeking customized asset management solutions and strategic routines for managing wealth and governance across generations. Positioned within the investment banking landscape, Waterford Capital operates as a small firm with NASD and SIPC memberships, signaling compliance with securities industry standards while delivering targeted financial services. The firm appears to maintain a concise local footprint near its Addison office and describes its practice around niche, relationship-driven advisory work rather than broad-market scale.

Find Waterford Capital, Inc. employees' phone numbers or email addresses

Waterford Capital, Inc. Global Highlights

Location
Employees

North America
10

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  • United States Of America
    8
  • Canada
    1
  • Barbados
    1

Waterford Capital, Inc.'s Leadership

  • Stylized image of a person
    A. C.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. A.
    Operations Manager
    Phone icon
    Mobile Phone

Waterford Capital, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Waterford Capital, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. C.
    Vice President
    Phone icon
    Mobile Phone
    CanadaNewfoundland and Labrador
    Oct 22, 2025
  • Stylized image of a person
    E. A.
    Operations Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Waterford Capital, Inc. known for?

Minus sign iconPlus sign iconWaterford Capital, Inc. operates in the Investment Banking industry; you can contact the main corporate office by phone at
+1-214-432-****
. Explore Waterford Capital, Inc.'s company overview page for more information.

What is Waterford Capital, Inc.'s most common email format?

Minus sign iconPlus sign iconWaterford Capital, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waterford Capital, Inc. email formats with LeadIQ.

How many employees does Waterford Capital, Inc. have currently?

Minus sign iconPlus sign iconWaterford Capital, Inc. has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Waterford Capital, Inc.'s key employees and leadership?

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As of July 2026, Waterford Capital, Inc.'s key employees include:

  • Vice President: A. C.
  • Operations Manager: E. A.

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