Insights

Niche Market Focus Cornerstone Asset Management Services specializes in active asset management techniques tailored for individual investors, presenting an opportunity to offer customized technological solutions or consulting services that enhance personalized investment strategies.

Technological Sophistication Utilizing advanced tech stack including AWS, React, and Google Analytics, the company emphasizes data-driven decision making, indicating a potential for offering innovative analytics tools, cloud services, or integrations that can further optimize their client management systems.

Recent Acquisition Having been acquired by Waverton Investment Management Ltd., Cornerstone is positioned for strategic growth and expansion, creating opportunities to provide scalable solutions or partnerships that support integration and operational efficiencies during their growth phase.

Growth Potential With a revenue range of 10 to 25 million dollars and a small team, there is significant room for expansion, especially through technology upgrades or outsourced services that can help streamline operations and enhance asset management capabilities.

Market Positioning Operating in a competitive industry with key players like BlackRock and Vanguard, Cornerstone's focus on personalized, active management opens sales avenues for niche financial products, specialized investment tools, or premium service offerings aimed at sophisticated or high-net-worth clients.

Similar companies to Cornerstone Asset Management Services, Inc.

Cornerstone Asset Management Services, Inc. Tech Stack

Cornerstone Asset Management Services, Inc. uses 8 technology products and services including Google Analytics Enhanced eCommerce, Amazon Web Services, Webpack, and more. Explore Cornerstone Asset Management Services, Inc.'s tech stack below.

Google Analytics Enhanced eCommerce
Analytics
Amazon Web Services
Cloud Hosting
Webpack
Development
React
Javascript Frameworks
RequireJS
Javascript Frameworks
Dojo Toolkit
Javascript Libraries
Zepto
Javascript Libraries
Bootstrap
UI Frameworks

Media & News

Waverton Investment Management Ltd. acquired Cornerstoneassetmgmt on Jul 1st '21.
W1M Scotland (formerly Waverton Scotland) was established in 2021 as a result of Waverton's acquisition of Cornerstone Asset Management.
Feb 10, 2026 | www.w1m.com

Cornerstone Asset Management Services, Inc.'s Email Address Formats

Cornerstone Asset Management Services, Inc. uses at least 1 format(s):

Cornerstone Asset Management Services, Inc. Email Formats	Example	Percentage
FLast@cornerstoneassetmgmt.com	JDoe@cornerstoneassetmgmt.com	36%
First@cornerstoneassetmgmt.com	John@cornerstoneassetmgmt.com	20%
Last@cornerstoneassetmgmt.com	Doe@cornerstoneassetmgmt.com	8%
FLast@cornerstoneassetmgmt.com	JDoe@cornerstoneassetmgmt.com	36%

Frequently Asked Questions

Where is Cornerstone Asset Management Services, Inc.'s headquarters located?

Cornerstone Asset Management Services, Inc.'s main headquarters is located at 1000 West Wallings Road d Broadview Heights, Ohio 44147 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Cornerstone Asset Management Services, Inc.'s phone number?

You can contact Cornerstone Asset Management Services, Inc.'s main corporate office by phone at

+1-877-514-****

. 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 Cornerstone Asset Management Services, Inc.'s official website and social media links?

Cornerstone Asset Management Services, Inc.'s official website is cornerstoneassetmgmt.com and has social profiles on LinkedIn.

What is Cornerstone Asset Management Services, Inc.'s SIC code NAICS code?

Cornerstone Asset Management Services, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Cornerstone Asset Management Services, Inc. have currently?

As of February 2026, Cornerstone Asset Management Services, Inc. has approximately 9 employees across 2 continents, including North AmericaAfrica. Key team members include Owner: M. H.Director Of Market Research & Analysis: K. R.Licensed Real Estate Transaction Manager: B. M.. Explore Cornerstone Asset Management Services, Inc.'s employee directory with LeadIQ.

What industry does Cornerstone Asset Management Services, Inc. belong to?

Cornerstone Asset Management Services, Inc. operates in the Investment Management industry.

What technology does Cornerstone Asset Management Services, Inc. use?

Cornerstone Asset Management Services, Inc.'s tech stack includes Google Analytics Enhanced eCommerceAmazon Web ServicesWebpackReactRequireJSDojo ToolkitZeptoBootstrap.

What is Cornerstone Asset Management Services, Inc.'s email format?

Cornerstone Asset Management Services, Inc.'s email format typically follows the pattern of FLast@cornerstoneassetmgmt.com. Find more Cornerstone Asset Management Services, Inc. email formats with LeadIQ.

When was Cornerstone Asset Management Services, Inc. founded?

Cornerstone Asset Management Services, Inc. was founded in 2006.

Cornerstone Asset Management Services, Inc.

Investment ManagementOhio, United States2-10 Employees

Cornerstone Asset Management Services, Inc. is a boutique third-party money manager based in Cleveland, OH.  Cornerstone was formed to bring advanced asset management techniques used everyday on Wall Street, to the average investor on Main Street.  We believe in an active approach to managing investments, and by using computer-based modeling systems, we can actively manage a client's account based on their risk tolerance.  We manage accounts at several different custodians, including several variable annuities.

Company Overview

Headquarters: 1000 West Wallings Road d Broadview Heights, Ohio 44147 United States
Phone number: +1-877-514-****
Website: cornerstoneassetmgmt.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2006
Employees: 2-10