Waterloo Capital
Highly Engaged Employees

Q: What is Waterloo Capital's official website?

Waterloo Capital's official website is www.waterloocap.com

Q: What is Waterloo Capital's Revenue?

Waterloo Capital's revenue is <$5 Million

Q: What is Waterloo Capital's NAICS code?

Waterloo Capital's NAICS: 52,523

Q: How many employees does Waterloo Capital have?

Waterloo Capital has 11-50 employees

Q: What industry does Waterloo Capital belong to?

Waterloo Capital is in the industry of: Finance , Securities Trading

Q: What is Waterloo Capital competition?

Waterloo Capital top competitors include: Woodmont Investment Counsel , Pillar Wealth Management , Granville Capital , Catalyst Financial Partners

Q: What technology does Waterloo Capital use?

Some of the popular technologies that Waterloo Capital uses are: MailChimp, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365

Q: How do I contact Waterloo Capital?

Waterloo Capital contact info: Phone number: (512) 777-5900 Website: www.waterloocap.com

Q: What does Waterloo Capital do?

Waterloo Capital Management is an SEC registered investment advisory firm dedicated to acting in the best interest of its clients. The firm specializes in providing tailored investment solutions and comprehensive wealth management services to high-net-worth individuals and institutional clients. Their offerings include financial planning, family of... fice services, and access to alternative investments, all supported by proprietary technology. Waterloo Capital emphasizes integrity, compassion, and a commitment to helping clients achieve their financial goals. Read More

Q: What are Waterloo Capital social media links?

Waterloo Capital Linkedin page Waterloo Capital Twitter page Waterloo Capital Facebook page

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

2700 Via Fortuna Ste 100, Austin, Texas,...

Phone Number

(512) 777-5900

Website

www.waterloocap.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Waterloo Capital

Waterloo Capital Management is an SEC registered investment advisory firm dedicated to acting in the best interest of its clients. The firm specializes in providing tailored investment solutions and comprehensive wealth management services to high-net-worth individuals and institutional clients. Their offerings include financial planning, family office services, and access to alternative investments, all supported by proprietary technology. Waterloo Capital emphasizes integrity, compassion, and a commitment to helping clients achieve their financial goals.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Waterloo Capital Org Chart

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Layne Grissom

Chief Operating Officer

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Mark McAdams

Director, Family Office Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waterloo Capital

<$5M

11-50

Private

2011

Layne GrissomChief Operating Officer

Catalyst Financial Partne...

<$5M

11-50

Private

2008

Carl BergManaging Member

Granville Capital

<$5M

11-50

Private

2003

Parrish PeddrickChief Operating Officer & Head of Planning

Woodmont Investment Couns...

<$5M

11-50

Private

2000

Grace BennettPrincipal & Chief Strategy Officer

Pillar Wealth Management

<$5M

1-10

Private

2008

N/A

Eppolito Financial Strate...

<$5M

1-10

Private

2017

Shannon AlexanderAdvisor

Karras

<$5M

1-10

Private

1997

N/A

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Waterloo Capital Tech Stack

A closer look at the technologies used by Waterloo Capital

MailChimp

Intuit

Google Cloud Web Serving

Google

Google Cloud Platform

Google

Microsoft 365

Microsoft

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Top Finance Companies

Frequently Asked Questions Regarding Waterloo Capital

What is Waterloo Capital's official website?

Waterloo Capital's official website is www.waterloocap.com

What is Waterloo Capital's Revenue?

Waterloo Capital's revenue is <$5 Million

What is Waterloo Capital's SIC code?

Waterloo Capital's SIC: 62,628

What is Waterloo Capital's NAICS code?

Waterloo Capital's NAICS: 52,523

How many employees does Waterloo Capital have?

Waterloo Capital has 11-50 employees

What industry does Waterloo Capital belong to?

Waterloo Capital is in the industry of: Finance, Securities Trading

What is Waterloo Capital competition?

Waterloo Capital top competitors include: Woodmont Investment Counsel, Pillar Wealth Management, Granville Capital, Catalyst Financial Partners

What technology does Waterloo Capital use?

Some of the popular technologies that Waterloo Capital uses are: MailChimp, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365

How do I contact Waterloo Capital?

Waterloo Capital contact info: Phone number: (512) 777-5900 Website: www.waterloocap.com

What does Waterloo Capital do?

What are Waterloo Capital social media links?

Waterloo Capital Linkedin page Waterloo Capital Twitter page Waterloo Capital Facebook page

Is Waterloo Capital a public company?

Waterloo Capital is private company therefore does not currently have an official ticker symbol

See more information about Waterloo Capital

Waterloo Capital Latest Hires and Their Positions

Waterloo Capital is expanding and recently hired new employees. Here are the latest additions to the team.

Mark McAdams

Director, Family Office Services

Joined May 11, 2026

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Crystal Reed

Wealth Management Advisor

Joined Jan 1, 2026

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