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Insights

Niche Market Focus Woodridge Capital specializes in wealth management solutions including portfolio management and retirement plans for both individual and corporate clients. This targeted approach indicates opportunities to offer complementary financial products or advanced portfolio analytics services tailored for small to mid-sized advisory firms.

Technological Foundation The company's use of diverse web technologies and reliance on well-known cloud service providers suggests openness to adopting innovative financial technology solutions. There is potential to introduce fintech tools that enhance portfolio monitoring, client engagement, or regulatory compliance tailored for boutique advisory firms.

Regulatory Compliance Operating under SEC guidance with fiduciary responsibility highlights an emphasis on compliance and transparency, providing an entry point for services focused on regulatory technology, audit support, or compliance consulting to strengthen client trust.

Market Positioning With revenue estimates between one to ten million dollars and a relatively small team, Woodridge Capital presents an opportunity for scalable financial services, management tools, or marketing solutions aimed at expanding their portfolio and attracting new clients in the wealth management sector.

Competitive Context Positioned alongside larger industry players with similar revenue ranges, there is potential to introduce niche products or personalized advisory solutions that differentiate Woodridge Capital within a competitive landscape, especially targeting small clients or local market segments.

Woodridge Capital Portfolio Management Tech Stack

Woodridge Capital Portfolio Management uses 8 technology products and services including Twemoji, TweenMax, jQuery Migrate, and more. Explore Woodridge Capital Portfolio Management's tech stack below.

  • Twemoji
    Font Scripts
  • TweenMax
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Select2
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • GoDaddy
    Web Hosting
  • Apache
    Web Servers

Media & News

Woodridge Capital Portfolio Management's Email Address Formats

Woodridge Capital Portfolio Management uses at least 1 format(s):
Woodridge Capital Portfolio Management Email FormatsExamplePercentage
First.Last@woodridge-capital.comJohn.Doe@woodridge-capital.com
38%
Last@woodridge-capital.comDoe@woodridge-capital.com
16%
First.Middle@woodridge-capital.comJohn.Michael@woodridge-capital.com
8%
First.Last@woodridge-capital.comJohn.Doe@woodridge-capital.com
38%

Frequently Asked Questions

Where is Woodridge Capital Portfolio Management's headquarters located?

Minus sign iconPlus sign iconWoodridge Capital Portfolio Management's main headquarters is located at 800 Woodlands Parkway, Suite 201. The company has employees across 1 continents, including North America.

What is Woodridge Capital Portfolio Management's phone number?

Minus sign iconPlus sign icon You can contact Woodridge Capital Portfolio Management's main corporate office by phone at
+1-601-956-****
. 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 Woodridge Capital Portfolio Management's official website and social media links?

Minus sign iconPlus sign iconWoodridge Capital Portfolio Management's official website is woodridge-capital.com and has social profiles on LinkedIn.

What is Woodridge Capital Portfolio Management's SIC code NAICS code?

Minus sign iconPlus sign iconWoodridge Capital Portfolio Management's SIC code is 6719 - Offices of Holding Companies, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Woodridge Capital Portfolio Management have currently?

Minus sign iconPlus sign iconAs of December 2025, Woodridge Capital Portfolio Management has approximately 5 employees across 1 continents, including North America. Key team members include Senior Development Manager: A. L.Senior Csa: A. L.Operations Officer: E. G.. Explore Woodridge Capital Portfolio Management's employee directory with LeadIQ.

What industry does Woodridge Capital Portfolio Management belong to?

Minus sign iconPlus sign iconWoodridge Capital Portfolio Management operates in the Investment Management industry.

What technology does Woodridge Capital Portfolio Management use?

Minus sign iconPlus sign iconWoodridge Capital Portfolio Management's tech stack includes TwemojiTweenMaxjQuery MigrateSelect2Yoast SEOBootstrapGoDaddyApache.

What is Woodridge Capital Portfolio Management's email format?

Minus sign iconPlus sign iconWoodridge Capital Portfolio Management's email format typically follows the pattern of First.Last@woodridge-capital.com. Find more Woodridge Capital Portfolio Management email formats with LeadIQ.

When was Woodridge Capital Portfolio Management founded?

Minus sign iconPlus sign iconWoodridge Capital Portfolio Management was founded in 2006.

Woodridge Capital Portfolio Management

Investment ManagementMississippi, United States2-10 Employees

Woodridge Capital is a locally –owned, registered investment advisory firm based in Ridgeland, Mississippi.   Our firm was founded in June 2006.  We accept fiduciary responsibility on our client advice and are under the regulatory guidance of the Securities Exchange Commission (SEC).  Our business focus is wealth management solutions, which includes portfolio management services, qualified retirement plans(401k's, Profit Sharing, 403(b)s and financial planning.  
Our strategy takes into consideration a changing market environment and uses a relative- strength based, asset allocation system.  This includes a disciplined component designed to keep the portfolio adjusted for varying market conditions.. 
Our primary custodian partners are Raymond James Financial Services and Charles Schwab Co.  Our primary services are:
•	Individual and Corporate portfolio management
•	Individual Financial Planning
•	Employer-sponsored 401(k) retirement plans

Section iconCompany Overview

Headquarters
800 Woodlands Parkway, Suite 201
Phone number
+1-601-956-****
Website
woodridge-capital.com
SIC Code
6719 - Offices of Holding Companies, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
2006
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Woodridge Capital Portfolio Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Woodridge Capital Portfolio Management's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    A. L.
    Senior Development Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. L.
    Senior Csa
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. G.
    Operations Officer
    Phone icon
    Mobile Phone

Employee Directory

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