Waterloo Capital
Highly Engaged Employees
Highly Engaged EmployeesFinance · Texas, United States · 11-50 Employees
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Overview
Headquarters
2700 Via Fortuna Ste 100, Austin, Texas,...Phone Number
(512) 777-5900Website
www.waterloocap.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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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
Waterloo Capital Org Chart
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Activity Insights
Waterloo Capital is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Waterloo Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Waterloo Capital.
Waterloo Capital Tech Stack
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Facilities Relocation / Expansion
Waterloo Capital is planning to move offices in January 2025. The move will impact approximately 28 employees at the existing office located at 2700 Vía Fortuna, Suite # 100, Austin, TX.
Facilities Relocation/Expansion
Mergers & Acquisitions (M&A)
Waterloo Capital has acquired Waterloo Sparkling Water.
Mergers & Acquisitions (M&A)
Waterloo Capital News & Media
Waterloo Capital takes equity stake in Allied Portfolio Management
Alongside the acquisition, the firm is recruiting financial advisors to join its team in the Tucson and Scottsdale markets.Waterloo Capital Acquires Equity Stake in Allied Portfolio Management, Expanding Institutional-Grade Wealth Management to Tucson and Scottsdale
Waterloo Capital announced that it is actively recruiting experienced financial advisors to join its growing team in the Tucson and Scottsdale markets. The firm is seeking motivated professionals who are committed to delivering exceptional, holistic financial guidance to high-net-worth...
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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... Read More
