Insights

Growing Acquisition Strategy MAI Capital Management's recent acquisitions of LOC Investment Advisers, Lowe Wealth Advisors, and Liberty Private Client demonstrate an active expansion approach. This creates opportunities to offer scalable solutions such as integrated financial technology or onboarding services tailored to diverse client portfolios.

Focused Market Niche With a strong presence in the sports and entertainment industries and a specialized client base, MAI is likely seeking bespoke financial solutions, including advanced estate planning, risk management, and philanthropy services to enhance their high-net-worth client experience.

Technology Adoption MAI leverages a modern tech stack including Google Cloud, SAP, and Microsoft ASP.NET, indicating openness to innovative financial technology solutions. This presents opportunities for sales of cutting-edge client engagement tools, data analytics, or cybersecurity solutions.

Leadership Growth Recent executive hires such as Jay Sanders, David Hou, and Jane Eagle suggest strategic leadership strengthening. Engaging with executive-level decision-makers could facilitate introductions to high-value growth initiatives or enterprise software that supports team coordination and client management.

Financial Stability With revenue estimates between 500 million and 1 billion dollars, MAI exhibits strong financial health, making it a suitable target for premium financial services, investment analytics platforms, or sophisticated asset management solutions to support their expanding operations.

MAI Capital Management Tech Stack

MAI Capital Management uses 8 technology products and services including LinkedIn Ads, HubSpot Analytics, MySQL, and more. Explore MAI Capital Management's tech stack below.

  • LinkedIn Ads
    Advertising
  • HubSpot Analytics
    Analytics
  • MySQL
    Database
  • NetSuite
    E-commerce
  • Google Maps
    Maps
  • Cisco
    Network Hardware
  • Cloudflare Bot Management
    Security
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

MAI Capital Management's Email Address Formats

MAI Capital Management uses at least 1 format(s):
MAI Capital Management Email FormatsExamplePercentage
First.Last@mai.capitalJohn.Doe@mai.capital
73%
FLast@mai.capitalJDoe@mai.capital
21%
FirstLast@mai.capitalJohnDoe@mai.capital
5%
First.MiddleLast@mai.capitalJohn.MichaelDoe@mai.capital
1%

Frequently Asked Questions

Where is MAI Capital Management's headquarters located?

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MAI Capital Management's main headquarters is located at 6050 Oak Tree Boulevard South Cleveland, Ohio 44131 United States. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is MAI Capital Management's phone number?

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You can contact MAI Capital Management'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 MAI Capital Management's official website and social media links?

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MAI Capital Management's official website is mai.capital and has social profiles on LinkedIn.

What is MAI Capital Management's NAICS code?

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MAI Capital Management's NAICS code is 52 - Finance and Insurance.

How many employees does MAI Capital Management have currently?

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As of May 2026, MAI Capital Management has approximately 494 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: T. N.Coo: D. B.COO/Managing Director: M. S.. Explore MAI Capital Management's employee directory with LeadIQ.

What industry does MAI Capital Management belong to?

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MAI Capital Management operates in the Financial Services industry.

What technology does MAI Capital Management use?

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MAI Capital Management's tech stack includes LinkedIn AdsHubSpot AnalyticsMySQLNetSuiteGoogle MapsCiscoCloudflare Bot ManagementX-Content-Type-Options.

What is MAI Capital Management's email format?

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MAI Capital Management's email format typically follows the pattern of First.Last@mai.capital. Find more MAI Capital Management email formats with LeadIQ.

When was MAI Capital Management founded?

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MAI Capital Management was founded in 1973.

MAI Capital Management

Financial ServicesOhio, United States201-500 Employees

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

Section iconCompany Overview

Headquarters
6050 Oak Tree Boulevard South Cleveland, Ohio 44131 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1973
Employees
201-500

Section iconFunding & Financials

  • $500M$1B

    MAI Capital Management's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    MAI Capital Management's revenue is estimated to be in the range of $500M$1B

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