Insights

Niche Focus Small team profile with 0-1 employees suggests a lean operation may benefit from outsourced or scalable services, presenting an opportunity to offer governance, compliance, back-office, or tech-enabled solutions to support growth.

Capital Markets Entry As a Denver-based capital markets firm with limited disclosed revenue, there is potential to position market data, analytics, or workflow automation tools tailored for boutique investment managers seeking efficiency and cost control.

Tech Stack Fit Current tech stack includes iCIMS, Drupal, Mautic, PHP, and web security/hosting components, indicating openness to vendor integrations, CRM enhancements, content management, marketing automation, and secure hosting services.

Growth Signals Low revenue (<$1M) combined with exposure to larger peers in the market implies potential for scalable services such as regulatory/compliance platforms, risk analytics, or outsourced IT to enable faster growth.

Competitive Landscape Presence near a cluster of established asset managers signals a competitive market; offering differentiated solutions like cost-effective cloud-based infrastructure, data feeds, or bespoke portfolio tooling could address pain points of boutique managers.

Similar companies to Helm Investment Management, LLC

Helm Investment Management, LLC Tech Stack

Helm Investment Management, LLC uses 8 technology products and services including iCIMS, Drupal, Mautic, and more. Explore Helm Investment Management, LLC's tech stack below.

  • Applicant Tracking Systems
  • Content Management System
  • Marketing Automation
  • PHP
    Programming Languages
  • X-Content-Type-Options
    Web & Portal Technology
  • Web Analytics
  • GoDaddy
    Web Hosting
  • Nginx
    Web Servers

Helm Investment Management, LLC's Email Address Formats

Helm Investment Management, LLC uses at least 1 email format:
Helm Investment Management, LLC Email FormatsExamplePercentage
FLast@helminvest.comJDoe@helminvest.com
100%

Frequently Asked Questions

What is Helm Investment Management, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Helm Investment Management, LLC'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 Helm Investment Management, LLC's official website and social media links?

Minus sign iconPlus sign icon
Helm Investment Management, LLC's official website is helminvest.com and has social profiles on LinkedIn.

How much revenue does Helm Investment Management, LLC generate?

Minus sign iconPlus sign icon
As of November 2026, Helm Investment Management, LLC's annual revenue is estimated to be <$1M.

What is Helm Investment Management, LLC's SIC code and NAICS code?

Minus sign iconPlus sign icon
Helm Investment Management, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities.

How many employees does Helm Investment Management, LLC have currently?

Minus sign iconPlus sign icon
As of November 2026, Helm Investment Management, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Principal, Chief Investment Officer: P. Q. and Principal: J. M. Explore Helm Investment Management, LLC's employee directory with LeadIQ.

What industry does Helm Investment Management, LLC belong to?

Minus sign iconPlus sign icon
Helm Investment Management, LLC operates in the Capital Markets industry.

What technology does Helm Investment Management, LLC use?

Minus sign iconPlus sign icon
Helm Investment Management, LLC's tech stack includes iCIMS, Drupal, Mautic, PHP, X-Content-Type-Options, Piwik PRO Core, GoDaddy and Nginx.

What is Helm Investment Management, LLC's email format?

Minus sign iconPlus sign icon
Helm Investment Management, LLC's email format typically follows the pattern of FLast@helminvest.com. Find more Helm Investment Management, LLC email formats with LeadIQ.
Helm Investment Management, LLC logo

Helm Investment Management, LLC

Capital MarketsColorado, United States0-1 Employees

Helm Investment Management, LLC operates in the capital markets sector and is based in Denver, Colorado. The company description places its operations at 1600 Broadway in the Denver area. Its staff size is described as 0-1, indicating a very small operation. The available information does not specify the firm’s products, services, or target customers. There are no details on its client base or market focus within capital markets. Overall, the profile portrays Helm Investment Management as a small, Colorado-based entity within the capital markets landscape.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Employees
0-1

Section iconFunding & Financials

  • <$1M

    Helm Investment Management, LLC's revenue is estimated to be in the range of <$1M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.