Insights

Sustainable Investment Focus Fulcrum Capital specializes in high-quality sustainable investments, aligning with clients who prioritize environmental, social, and governance (ESG) criteria, presenting opportunities to offer ESG-related financial products and advisory services.

Experienced Professional Team With five investment professionals averaging over 30 years of experience and numerous credentials including MBAs, CFAs, and other designations, Fulcrum values expertise and personalized service, suggesting a need for advanced financial tools and learning resources.

Recent Strategic Investments The company's recent investments in firms like ONEOK, Ares Management, and Genuine Parts indicate an active and diverse investment strategy, creating opportunities to introduce tailored investment analytics and portfolio management solutions.

Boutique and Flexible Model As a nimble, boutique firm with a smaller team, Fulcrum may seek scalable technology and operational efficiencies to manage growth while maintaining personalized client engagement, ideal for proposing innovative wealth management platforms.

Mid-Market Revenue Range Generating between $25 million and $50 million in revenue, Fulcrum represents a mid-market player with potential interest in solutions that enhance client reporting, compliance, and scalable investment processes to support expanding assets under management.

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Fulcrum Capital Tech Stack

Fulcrum Capital uses 8 technology products and services including Bloomberg, Cloudflare CDN, Cloudflare, and more. Explore Fulcrum Capital's tech stack below.

Bloomberg
Accounting And Finance
Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
oEmbed
Dev Tools
jQuery Migrate
Javascript Libraries
Microsoft Office
Office Suites
Bootstrap
UI Frameworks
HTTP/3
Web & Portal Technology

Media & News

Fulcrum Capital's Email Address Formats

Fulcrum Capital uses at least 2 format(s):

Fulcrum Capital Email Formats	Example	Percentage
First@fulcrumcapllc.com	John@fulcrumcapllc.com	82%
Last@fulcrumcapllc.com	Doe@fulcrumcapllc.com	12%
FLast@fulcrumcapllc.com	JDoe@fulcrumcapllc.com	6%
FLast@fulcruminv.com	JDoe@fulcruminv.com	93%
FirstLast@fulcruminv.com	JohnDoe@fulcruminv.com	5%
First.Last@fulcruminv.com	John.Doe@fulcruminv.com	2%

Frequently Asked Questions

Where is Fulcrum Capital's headquarters located?

Fulcrum Capital's main headquarters is located at 800 Fifth Avenue Suite 3800 Seattle, Washington United States. The company has employees across 1 continents, including North America.

What is Fulcrum Capital's phone number?

You can contact Fulcrum Capital's main corporate office by phone at

+1-206-447-****

. 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 Fulcrum Capital's official website and social media links?

Fulcrum Capital's official website is fulcrumcapllc.com and has social profiles on LinkedIn.

What is Fulcrum Capital's NAICS code?

Fulcrum Capital's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Fulcrum Capital have currently?

As of May 2026, Fulcrum Capital has approximately 14 employees across 1 continents, including North America. Key team members include Vice President Of Operations: L. B.Vice President: B. C.Senior Vice President: C. F.. Explore Fulcrum Capital's employee directory with LeadIQ.

What industry does Fulcrum Capital belong to?

Fulcrum Capital operates in the Investment Management industry.

What technology does Fulcrum Capital use?

Fulcrum Capital's tech stack includes BloombergCloudflare CDNCloudflareoEmbedjQuery MigrateMicrosoft OfficeBootstrapHTTP/3.

What is Fulcrum Capital's email format?

Fulcrum Capital's email format typically follows the pattern of First@fulcrumcapllc.com. Find more Fulcrum Capital email formats with LeadIQ.

When was Fulcrum Capital founded?

Fulcrum Capital was founded in 2007.

Fulcrum Capital

Q: What is Fulcrum Capital's official website and social media links?

Fulcrum Capital's official website is fulcrumcapllc.com. Fulcrum Capital has social profiles on LinkedIn.

Q: How many employees does Fulcrum Capital have currently?

Fulcrum Capital has approximately 14 employees.

Q: What technology does Fulcrum Capital use?

Fulcrum Capital's tech stack includes Microsoft, Elementor, Bootstrap, OWL Carousel, Font Awesome.

Q: What is Fulcrum Capital's NAICS code?

Fulcrum Capital's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementWashington, United States11-50 Employees

Fulcrum Capital is a 100% independently owned, wealth management firm founded in 2007.  Fulcrum works with Foundations, Endowments and Individuals seeking investments in high-quality sustainable companies that align with their values.  Fulcrum’s boutique size allows them to be nimble and flexible with their investment strategies, and proactive and responsive with their clients.  

Fulcrum’s five investment professionals average over 30+ years of experience. With four MBA degrees, two CFA designations, one ChFC charter holder, and one CFP designation Fulcrum is well credentialed to manage and grow their client’s wealth.