Fulcrum Capital

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

1111 3rd Ave Ste 1880, Seattle, Washingt...

Phone Number

(206) 223-9790

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
1
2
2

About Fulcrum Capital

Fulcrum Capital LLC specializes in wealth management, offering tailored strategies that align with clients' goals and values. They provide dynamic solutions for both individual clients and nonprofits, focusing on sustainable investments, charitable giving, and legacy planning. The company emphasizes the importance of understanding clients' perspectives to create meaningful financial plans. Their commitment to delivering insights and custom plans aims to elevate the wealth management experience and ensure stability for the future.Explore more
Fulcrum Capital's Social MediaPopular SearchesFulcrum Capital LLCFulcrum CapitalFulcrum Capital Corporation IncFulcrum I LLCFulcrum Mezzanine Partners LLCSIC Code 62,628NAICS Code 52,523Show more

Fulcrum Capital Org Chart

Michelle Mathieu, Chief Executive Officer at Fulcrum Capital
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Chief Executive Officer

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TP
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Managing Director

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JW
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Principal, Managing Director

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BW
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Managing Director

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DQ
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Vice President

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HK
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Director, Investments

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BR
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Director, Research & Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fulcrum Capital

<$5M
11-50
Private
<$5M
2007
$6.7M
1-10
Private
-
1988
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2013
TW
Tori WatsonFinancial Advisor
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fulcrum Capital financials insights

Gather financial insights about Fulcrum Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Fulcrum Capital Tech Stack

A closer look at the technologies used by Fulcrum Capital

Fulcrum Capital News & Media

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Frequently Asked Questions Regarding Fulcrum Capital

What is Fulcrum Capital's official website?
Fulcrum Capital's official website is www.fulcrumcapllc.com
What is Fulcrum Capital's Revenue?
Fulcrum Capital's revenue is <$5 Million
What is Fulcrum Capital's SIC code?
Fulcrum Capital's SIC: 62,628
What is Fulcrum Capital's NAICS code?
Fulcrum Capital's NAICS: 52,523
How many employees does Fulcrum Capital have?
Fulcrum Capital has 11-50 employees
What industry does Fulcrum Capital belong to?
Fulcrum Capital is in the industry of: Finance, Securities Trading
What is Fulcrum Capital competition?
Fulcrum Capital top competitors include: Phase 2 Wealth Advisors, Fulcrum Wealth Advisors, First Financial Advisors, Westover Capital Advisors
What technology does Fulcrum Capital use?
Some of the popular technologies that Fulcrum Capital uses are: WordPress.org, PHP, Cloudflare Website Optimization, AppRiver
How do I contact Fulcrum Capital?
Fulcrum Capital contact info: Phone number: (206) 223-9790 Website: www.fulcrumcapllc.com
What does Fulcrum Capital do?

Fulcrum Capital LLC specializes in wealth management, offering tailored strategies that align with clients' goals and values. They provide dynamic solutions for both individual clients and nonprofits, focusing on sustainable investments, charitable giving, and legacy planning. The company emphasizes the importance of understanding clients' perspect... ives to create meaningful financial plans. Their commitment to delivering insights and custom plans aims to elevate the wealth management experience and ensure stability for the future.Read More

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

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