Courier Capital

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

1114 Delaware Ave, Buffalo, New York, 14...

Phone Number

(716) 883-9595

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Courier Capital

Founded in 1967, Courier Capital is a Western New York investment management firm providing customized investment solutions, retirement planning, and consulting services. The company serves a diverse clientele including individuals, businesses, institutions, and foundations. Courier Capital is committed to delivering independent and objective investment solutions with a client-first approach. As a partner of Financial Institutions, Inc., the company leverages relationships with Five Star Bank, Five Star Investment Services, Five Star Affinity Insurance Agencies, and Scott Danahy Naylon to offer comprehensive financial services across multiple locations in North America.Explore more
Courier Capital's Social MediaPopular SearchesCourier Capital LLCCourier Capital CorpCourier CapitalCapitol Couriers IncCourier CapitaSIC Code 62,628NAICS Code 52,523Show more

Courier Capital Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Courier Capital

$5.1M
11-50
Private
-
1967
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$5.6M
11-50
Private
<$5M
2012
RD
Richard DeFrancescoChief Operating Officer
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2010
WM
Walter MegonigalVice President, Wealth Advisor
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Courier Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Courier Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Courier Capital.

Courier Capital Tech Stack

A closer look at the technologies used by Courier Capital

Most Recent Scoops

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Executive Move
Lateral Move
Executive Move
Mergers & Acquisitions (M&A)
Mergers & Acquisitions (M&A)
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Courier Capital News & Media

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Frequently Asked Questions Regarding Courier Capital

What is Courier Capital's official website?
Courier Capital's official website is www.couriercapital.com
What is Courier Capital's Revenue?
Courier Capital's revenue is $5.1 Million
What is Courier Capital's SIC code?
Courier Capital's SIC: 62,628
What is Courier Capital's NAICS code?
Courier Capital's NAICS: 52,523
How many employees does Courier Capital have?
Courier Capital has 11-50 employees
What industry does Courier Capital belong to?
Courier Capital is in the industry of: Finance, Securities Trading
What is Courier Capital competition?
Courier Capital top competitors include: MoonDance Investment Advisors, LLC, Grand Strategy Capital, O'keeffe Financial Partners, VISTA Wealth Strategies
What companies has Courier Capital acquired?
Courier Capital has acquired the companies: Robshaw & Julian Associates
What technology does Courier Capital use?
Some of the popular technologies that Courier Capital uses are: DocuSign, Drupal, Google Universal Analytics, Drupal 8
How do I contact Courier Capital?
Courier Capital contact info: Phone number: (716) 883-9595 Website: www.couriercapital.com
What does Courier Capital do?

Founded in 1967, Courier Capital is a Western New York investment management firm providing customized investment solutions, retirement planning, and consulting services. The company serves a diverse clientele including individuals, businesses, institutions, and foundations. Courier Capital is committed to delivering independent and objective inves... tment solutions with a client-first approach. As a partner of Financial Institutions, Inc., the company leverages relationships with Five Star Bank, Five Star Investment Services, Five Star Affinity Insurance Agencies, and Scott Danahy Naylon to offer comprehensive financial services across multiple locations in North America.Read More

What are Courier Capital social media links?
Courier Capital Linkedin page
Is Courier Capital a public company?
Courier Capital is private company therefore does not currently have an official ticker symbol
See more information about Courier Capital

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