Mach7 Capital

Finance · New York, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

277 Park Ave, New York City, New York, 1...

Revenue

<$5 Million

Industry

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

About Mach7 Capital

Mach7 Capital, established in 2016, specializes in creating individual wealth and GSO portfolios tailored to meet long-term financial goals. The company offers services in investment management, tax planning, retirement, and estate planning, guided by a team of credentialed professionals. Following its acquisition by Victory Capital and Charles Schwab in 2019, Mach7 Capital operates as a private Limited Partnership and is currently not accepting new clients. The firm emphasizes a proven approach to investment strategy, focusing on risk tolerance and transparent fee structures.Explore more
Popular SearchesMach7 CapitalSIC Code 62,628NAICS Code 52,523Show more

Mach7 Capital Org Chart

PhoneEmail
JM
United States flag for contact location.

Chairman and Co-Founder

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Mach7 Capital your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Mach7 Capital

Compare insights from companies similar to Mach7 Capital, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mach7 Capital

<$5M
1-10
Private
-
-
JM
Josh McDermottChairman and Co-Founder
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
$5.3M
11-50
Private
-
2001
NW
Nathaniel WalshManaging Principal and Founder, Chief Investment Officer and Chief Compliance Officer
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal Chief Operating Officer Chief Compliance Officer
<$5M
1-10
Private
-
2005
Justin Kobe, Founder & Portfolio Manager & Advisor at Pacificus Capital Management
Justin KobeFounder & Portfolio Manager & Advisor
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mach7 Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mach7 Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mach7 Capital.

Mach7 Capital Tech Stack

A closer look at the technologies used by Mach7 Capital

Top Finance Companies

Frequently Asked Questions Regarding Mach7 Capital

What is Mach7 Capital's official website?
Mach7 Capital's official website is www.mach7capital.com
What is Mach7 Capital's Revenue?
Mach7 Capital's revenue is <$5 Million
What is Mach7 Capital's SIC code?
Mach7 Capital's SIC: 62,628
What is Mach7 Capital's NAICS code?
Mach7 Capital's NAICS: 52,523
How many employees does Mach7 Capital have?
Mach7 Capital has 1-10 employees
What industry does Mach7 Capital belong to?
Mach7 Capital is in the industry of: Finance, Securities Trading
What is Mach7 Capital competition?
Mach7 Capital top competitors include: QVest, Ricketts Financial, KStone Partners, Journey Capital Advisers
What technology does Mach7 Capital use?
Some of the popular technologies that Mach7 Capital uses are: GoCentral, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
What does Mach7 Capital do?

Mach7 Capital, established in 2016, specializes in creating individual wealth and GSO portfolios tailored to meet long-term financial goals. The company offers services in investment management, tax planning, retirement, and estate planning, guided by a team of credentialed professionals. Following its acquisition by Victory Capital and Charles Sch... wab in 2019, Mach7 Capital operates as a private Limited Partnership and is currently not accepting new clients. The firm emphasizes a proven approach to investment strategy, focusing on risk tolerance and transparent fee structures.Read More

Is Mach7 Capital a public company?
Mach7 Capital is private company therefore does not currently have an official ticker symbol
See more information about Mach7 Capital

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.