Insights

Acquisition Growth The recent acquisition of Joslin Capital Advisors by Beacon Pointe for $775 million highlights an industry trend of consolidation, presenting opportunities to offer scalable solutions and integration services to firms engaging in or considering mergers and acquisitions.

Mid-Sized Client Base With client assets totaling approximately $775 million, Joslin Capital targets a mid-sized market segment, indicating potential for customized financial technology tools and premium advisory platforms suited for firms with similar asset profiles.

Niche Market Focus Operating as an SEC-registered investment advisor with a small team, Joslin Capital serves a niche client base, suggesting sales opportunities for boutique financial products, specialized compliance solutions, and targeted partnership offerings.

Revenue Potential Generating between one to ten million dollars in revenue with a lean team, there is scope for delivering lean and efficient software or services that can help optimize operational costs and enhance client engagement for similar firms.

Industry Trends The active M&A environment and ongoing industry consolidation indicate a growing need for advisory firms to leverage innovative tools, technology, and strategic partnerships to stay competitive, presenting multiple avenues for tailored business development initiatives.

Similar companies to Joslin Capital Advisors, LLC

Joslin Capital Advisors, LLC Tech Stack

Joslin Capital Advisors, LLC uses 8 technology products and services including Business Catalyst, WordPress, jQuery UI, and more. Explore Joslin Capital Advisors, LLC's tech stack below.

Business Catalyst
Content Management System
WordPress
Content Management System
jQuery UI
Javascript Libraries
Underscore.js
Javascript Libraries
Yoast SEO
Search Engines
Adobe Fonts
Web Fonts
GoDaddy
Web Hosting
Apache
Web Servers

Media & News

Beacon Pointe, LLC acquired Joslincapital for $775M on Jan 1st '24.
Beacon Pointe Advisors, a registered investment advisory firm based in Southern California and overseeing around $36 billion in assets, has acquired Joslin Capital Advisors, an RIA with $775 million in client assets, based in Redmond, Wash.
Jun 04, 2024 | www.wealthmanagement.com

Joslin Capital Advisors, LLC's Email Address Formats

Joslin Capital Advisors, LLC uses at least 1 format(s):

Joslin Capital Advisors, LLC Email Formats	Example	Percentage
FirstL@joslincapital.com	JohnD@joslincapital.com	50%
FirstL@joslincapital.com	JohnD@joslincapital.com	50%

Frequently Asked Questions

Where is Joslin Capital Advisors, LLC's headquarters located?

Joslin Capital Advisors, LLC's main headquarters is located at 11431 Willows Road Northeast Suite 120 Redmond, Washington 98052 United States. The company has employees across 1 continents, including North America.

What is Joslin Capital Advisors, LLC's phone number?

You can contact Joslin Capital Advisors, LLC's main corporate office by phone at

+1-425-688-****

. 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 Joslin Capital Advisors, LLC's official website and social media links?

Joslin Capital Advisors, LLC's official website is joslincapital.com and has social profiles on LinkedIn.

What is Joslin Capital Advisors, LLC's SIC code NAICS code?

Joslin Capital Advisors, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Joslin Capital Advisors, LLC have currently?

As of March 2026, Joslin Capital Advisors, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Chief Operating Officer: H. K.Client Services And Operations Manager: E. L.Operations Associate: L. B.. Explore Joslin Capital Advisors, LLC's employee directory with LeadIQ.

What industry does Joslin Capital Advisors, LLC belong to?

Joslin Capital Advisors, LLC operates in the Financial Services industry.

What technology does Joslin Capital Advisors, LLC use?

Joslin Capital Advisors, LLC's tech stack includes Business CatalystWordPressjQuery UIUnderscore.jsYoast SEOAdobe FontsGoDaddyApache.

What is Joslin Capital Advisors, LLC's email format?

Joslin Capital Advisors, LLC's email format typically follows the pattern of FirstL@joslincapital.com. Find more Joslin Capital Advisors, LLC email formats with LeadIQ.

When was Joslin Capital Advisors, LLC founded?

Joslin Capital Advisors, LLC was founded in 1999.

Joslin Capital Advisors, LLC

Q: How many employees does Joslin Capital Advisors, LLC have currently?

Joslin Capital Advisors, LLC has approximately 2 employees.

Q: What technology does Joslin Capital Advisors, LLC use?

Joslin Capital Advisors, LLC's tech stack includes YouTube, Backbone.js, Adobe Fonts, jQuery, MySQL.

Financial ServicesWashington, United States2-10 Employees

Markets rise and fall.  Investing trends come and go.  We're here to stay, and we're here for you.

Advisory Services are offered by Joslin Capital Advisors, LLC, an SEC Registered Investment Advisor.

Check the background of our investment professionals on the Investment Advisor Public Disclosure website https://www.adviserinfo.sec.gov/IAPD/default.aspx.

Company Overview

Headquarters: 11431 Willows Road Northeast Suite 120 Redmond, Washington 98052 United States
Phone number: +1-425-688-****
Website: joslincapital.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 52 - Finance and Insurance
Founded: 1999
Employees: 2-10