Mount Yale Capital Group

Finance · Colorado, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1580 N Lincoln St Ste 680, Denver, Color...

Phone Number

(303) 382-2880

Revenue

<$5 Million

Industry

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

About Mount Yale Capital Group

Elevation Point, LLC has acquired Mount Yale Capital Group. The company operates under the name Elevation Point and serves clients through its various offerings. While specific products and services remain unspecified, the acquisition indicates a focus on growth and expansion in the financial sector. Their website provides further information about their operations and mission.Explore more
Mount Yale Capital Group's Social MediaPopular Searchesmount yale capital group LLCMount Yale Capital GroupMount YaleMount Yale Securities LLCMount Yale Portfolio Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Mount Yale Capital Group Org Chart

PhoneEmail
PP
United States flag for contact location.

Senior Vice President

PhoneEmail
EE
United States flag for contact location.

Senior Vice President

PhoneEmail
WR
United States flag for contact location.

Vice President, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
LC
United States flag for contact location.

Executive Assistant

PhoneEmail
DJ
United States flag for contact location.

Administrative Assistant

PhoneEmail

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

Is Mount Yale Capital Group 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 Mount Yale Capital Group

Compare insights from companies similar to Mount Yale Capital Group, 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

Mount Yale Capital Group

<$5M
11-50
Private
-
1999
PP
Paul PrenticeSenior Vice President
$12.5M
11-50
Private
-
-
WM
W. Richard MasonChief Compliance Officer
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
$6.2M
11-50
Private
-
2017
GP
Garrett PhillipsManaging Partner
$5.6M
51-200
Private
-
2016
TO
Tetsuo OchiPartner & CEO
<$5M
11-50
Private
-
2004
BC
Bruno CarvalhoChief Investment Officer
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Mount Yale Capital Group Tech Stack

A closer look at the technologies used by Mount Yale Capital Group

Most Recent Scoops

Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Promotion
Executive Move
Project
A front-line source has indicated that the organization's largest upcoming initiative will focus on revamping the customer relationship management (CRM) software.
CRM, Software
Project
A front-line source in financial planning has indicated that the organization is planning to begin initiatives related to data storage & management within six to nine months. The organization is planning to transition to a cloud-based solution to support these efforts.
Cloud, Storage, Data Management, Financial Planning
Project
CRM, Spending/Investment, Contingent Workforce, Financial Planning, Sales
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Mount Yale Capital Group

What is Mount Yale Capital Group's official website?
Mount Yale Capital Group's official website is www.mtyale.com
What is Mount Yale Capital Group's Revenue?
Mount Yale Capital Group's revenue is <$5 Million
What is Mount Yale Capital Group's SIC code?
Mount Yale Capital Group's SIC: 62,628
What is Mount Yale Capital Group's NAICS code?
Mount Yale Capital Group's NAICS: 52,523
How many employees does Mount Yale Capital Group have?
Mount Yale Capital Group has 11-50 employees
What industry does Mount Yale Capital Group belong to?
Mount Yale Capital Group is in the industry of: Finance, Securities Trading
What is Mount Yale Capital Group competition?
Mount Yale Capital Group top competitors include: MCP Asset Management, J Safra Asset Management, Wellesley Office Park, Madison Investment Holdings
What companies has Mount Yale Capital Group acquired?
Mount Yale Capital Group has acquired the companies: Stonebrook Private, Mount Yale Capital Group
What technology does Mount Yale Capital Group use?
Some of the popular technologies that Mount Yale Capital Group uses are: goo.gl, WordPress.org, PHP, Google Font API
How do I contact Mount Yale Capital Group?
Mount Yale Capital Group contact info: Phone number: (303) 382-2880 Website: www.mtyale.com
What does Mount Yale Capital Group do?

Elevation Point, LLC has acquired Mount Yale Capital Group. The company operates under the name Elevation Point and serves clients through its various offerings. While specific products and services remain unspecified, the acquisition indicates a focus on growth and expansion in the financial sector. Their website provides further information about... their operations and mission.Read More

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

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.