Insights

Boutique scale A wealth management firm with a small team (2-10 employees) that emphasizes high-touch, individualized service presents an opportunity to offer scalable, technology-driven solutions to expand service capacity and client onboarding efficiency.

Experienced leadership Founding year of 1993 and an average of 30 years of experience among investment professionals signals stability and deep domain expertise, making them receptive to premium advisory tools, training services, and exclusive institutional-grade investment research.

High net worth potential Current client focus includes individuals, endowments, and family offices, suggesting a target for sophisticated portfolio analytics platforms, family office workflows, and ESG or impact investing solutions aligned with complex wealth structures.

Active asset picks News shows stakes in Solventum, iShares MSCI USA Min Vol Factor ETF, iShares Core MSCI EAFE ETF, Covetrus, and Edwards Lifesciences, indicating openness to diversified asset classes and ETF/alternative investment providers – ideal for partnerships in research platforms and trade ideas.

Tech stack fit Utilizes AWS, S3, WordPress, analytics, and monitoring tools; readiness to adopt fintech integrations, CRM enhancements, client portal upgrades, and security/compliance solutions to support growth while maintaining service quality.

M&R Capital Management, Inc. Tech Stack

M&R Capital Management, Inc. uses 8 technology products and services including Amazon Web Services, Amazon S3, Open Graph, and more. Explore M&R Capital Management, Inc.'s tech stack below.

Amazon Web Services

Cloud Hosting

Amazon S3

Content Delivery Network

Open Graph

Content Management System

WordPress

Content Management System

jQuery

Javascript Libraries

OWL Carousel

Javascript Libraries

Datadog

Real User Monitoring

Google Analytics

Web Analytics

M&R Capital Management, Inc. Email Formats	Example	Percentage
FLast@mrcapco.com	JDoe@mrcapco.com	88%
Last@mrcapco.com	Doe@mrcapco.com	4%
F.Last@mrcapco.com	J.Doe@mrcapco.com	4%
LastFirst@mrcapco.com	DoeJohn@mrcapco.com	4%

M&R Capital Management, Inc. Email Formats

Example

Percentage

FLast@mrcapco.com

JDoe@mrcapco.com

88%

Last@mrcapco.com

Doe@mrcapco.com

F.Last@mrcapco.com

J.Doe@mrcapco.com

LastFirst@mrcapco.com

DoeJohn@mrcapco.com

Frequently Asked Questions

What is M&R Capital Management, Inc.'s phone number?

You can contact M&R Capital Management, Inc.'s main corporate office by phone at

+1-212-584-****

. 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 M&R Capital Management, Inc.'s official website and social media links?

M&R Capital Management, Inc.'s official website is mrcapco.com and has social profiles on LinkedIn.

How much revenue does M&R Capital Management, Inc. generate?

As of August 2026, M&R Capital Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is M&R Capital Management, Inc.'s NAICS code?

M&R Capital Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does M&R Capital Management, Inc. have currently?

As of August 2026, M&R Capital Management, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include President: R. D. and Chairman And Chief Executive Officer: L. W. Explore M&R Capital Management, Inc.'s employee directory with LeadIQ.

What industry does M&R Capital Management, Inc. belong to?

M&R Capital Management, Inc. operates in the Investment Management industry.

What technology does M&R Capital Management, Inc. use?

M&R Capital Management, Inc.'s tech stack includes Amazon Web Services, Amazon S3, Open Graph, WordPress, jQuery, OWL Carousel, Datadog and Google Analytics.

What is M&R Capital Management, Inc.'s email format?

M&R Capital Management, Inc.'s email format typically follows the pattern of FLast@mrcapco.com. Find more M&R Capital Management, Inc. email formats with LeadIQ.

When was M&R Capital Management, Inc. founded?

M&R Capital Management, Inc. was founded in 1993.

M&R Capital Management, Inc.

Q: How many employees does M&R Capital Management, Inc. have currently?

M&R Capital Management, Inc. has approximately 5 employees.

Q: What technology does M&R Capital Management, Inc. use?

M&R Capital Management, Inc.'s tech stack includes jQuery, Bootstrap, OWL Carousel, WordPress, Open Graph.

Q: What is M&R Capital Management, Inc.'s NAICS code?

M&R Capital Management, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNew Jersey, United States2-10 Employees

M&R Capital Management, Inc. is a small wealth management firm that provides personalized investment and wealth-management solutions to individuals, endowments, and family offices seeking a customized approach. Its emphasis is on an individualized client experience, supported by investment professionals who bring substantial expertise to designing and implementing client-specific solutions. The firm is based in Summit, New Jersey, and has been operating since 1993.

In the investment management industry, M&R Capital positions itself as a service-oriented adviser that prioritizes attentive, customized guidance over one-size-fits-all offerings. Over nearly three decades, the firm has grown and adapted to changing opportunities and market conditions to better meet client needs. Its client base spans individuals and organizations seeking bespoke wealth-management strategies that align with their goals.

Insights

Similar companies to M&R Capital Management, Inc.