Insights

Wealth Management Addicus is a family office with multi-disciplinary services including investment banking, private equity, tax consulting, and risk management. This suggests cross-sell opportunities to existing clients across wealth management, tax efficiency, and strategic investment services.

Strategic Hires Recent leadership additions in investment banking and tax consulting indicate growth and a broadened service capability. This presents a chance to engage through executive-level conversations about expanded advisory offerings and bundled solutions.

Geographic Reach Headquartered in Oxford, MS with a satellite in Birmingham, AL, and a May 2023 expansion note to Europe signals ambition beyond local markets. Sales outreach can target cross-regional and cross-border wealth planning and capital deployment services.

Revenue Opportunity Reported revenue range of 25 to 50 million with a lean employee base implies a mid-market footprint open to scalable, high-margin advisory and financial services, including outsourcing of back-office functions and bespoke investment strategies.

Tech & Security Adopted tech stack elements (reCAPTCHA, GTM, Bootstrap, security headers) show seriousness about digital presence and data protection. Prospects for security, compliance, and client portal enhancements can be positioned as value-added services.

Addicus Tech Stack

Addicus uses 8 technology products and services including Chart.js, DocuSign, Office 365, and more. Explore Addicus's tech stack below.

  • Chart.js
    Javascript Graphics
  • DocuSign
    Miscellaneous
  • Office 365
    Office Suites
  • HSTS
    Security
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology

Addicus's Email Address Formats

Addicus uses at least 2 format(s):
Addicus Email FormatsExamplePercentage
First.Last@addicusadvisors.comJohn.Doe@addicusadvisors.com
92%
FLast@addicusadvisors.comJDoe@addicusadvisors.com
8%
First@weareaddicus.comJohn@weareaddicus.com
70%
FLast@weareaddicus.comJDoe@weareaddicus.com
28%
Middle@weareaddicus.comMichael@weareaddicus.com
2%

Frequently Asked Questions

What is Addicus's phone number?

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You can contact Addicus's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Addicus's official website and social media links?

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Addicus's official website is addicusadvisors.com and has social profiles on LinkedIn.

What is Addicus's NAICS code?

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Addicus's NAICS code is 52 - Finance and Insurance.

How many employees does Addicus have currently?

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As of July 2026, Addicus has approximately 45 employees across 2 continents, including North AmericaEurope. Key team members include Senior Partner: C. B.Managing Director Of Investment Banking: C. L.Materials Director: J. P.. Explore Addicus's employee directory with LeadIQ.

What industry does Addicus belong to?

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Addicus operates in the Financial Services industry.

What technology does Addicus use?

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Addicus's tech stack includes Chart.jsDocuSignOffice 365HSTSreCAPTCHAGoogle Tag ManagerBootstrapX-Content-Type-Options.

What is Addicus's email format?

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Addicus's email format typically follows the pattern of First.Last@addicusadvisors.com. Find more Addicus email formats with LeadIQ.
Addicus logo

Addicus

Financial ServicesMississippi, United States11-50 Employees

Addicus is a financial services firm organized as a family office, offering a range of management services aimed at preserving and growing wealth across generations. Its expertise spans investment banking, private equity, tax consulting, and risk management, with a focus on delivering tailored solutions to entrepreneurial families and wealth creators. The company positions itself as a resource for navigating complex financial landscapes and identifying opportunities for growth, supported by a disciplined approach and deep financial acumen.

Headquartered in Oxford, Mississippi, with a satellite office in Birmingham, Alabama, Addicus serves clients in the United States and operates within the financial services industry. The firm emphasizes comprehensive, long-term wealth management and advisory services through its Addicus Advisory arm, and it has undertaken organizational growth activities in recent years, including leadership appointments and expansion of its facilities. The organization is described as serving clients across generations, with a structure designed to manage diverse aspects of wealth planning and protection.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Addicus's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Addicus's revenue is estimated to be in the range of $50M$100M

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