Niche Market Focus McRay Money Management specializes in goal-based financial planning with a focus on retirement income, private equity, and women investors, indicating opportunities to tailor wealth management solutions for underserved or specific client segments.
Boutique Scale With fewer than one employee, the firm operates as a small or solo practice, presenting potential for scalable technology solutions, operational support, or partnerships to enhance service delivery and growth.
Revenue Potential The company's revenue range of 1 million to 10 million USD suggests a solid client base which could benefit from premium investment products, advanced data analytics, or customized financial planning services.
Competitive Positioning Operating in a market with major players like Fidelity and Vanguard, McRay can leverage its independent and personalized approach to attract clients seeking tailored investment management beyond large institutional services.
Technology Use Utilizing common web and analytics tools like Piwik, Bootstrap, and Facebook integrations, the firm presents opportunities to enhance digital marketing, client engagement platforms, and data-driven client insights to expand its reach.
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$10BMcRay Money Management, L.L.C. uses 8 technology products and services including Open Graph, jQuery UI, SWFObject, and more. Explore McRay Money Management, L.L.C.'s tech stack below.
| McRay Money Management, L.L.C. Email Formats | Percentage |
| First@mcraymoney.com | 50% |
| First@mcraymoney.com | 50% |
Investment ManagementTexas, United States0-1 Employees
Independent Fee Based Portfolio Management Global Macroeconomic Approach to Investments Goal Based Financial Planning Retirement Income, Private Equity, Women Investors More than 20 years experience with background in accounting, finance, energy, global investments, private equity, investment management.
Company Overview
Funding & FinancialsMcRay Money Management, L.L.C.'s revenue is estimated to be in the range of $1M$10M
Funding & FinancialsMcRay Money Management, L.L.C.'s revenue is estimated to be in the range of $1M$10M
1-888-653-2347 
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