Insights

Niche Market Focus Rockbridge Institutional specializes in serving foundations and endowments, presenting an opportunity to offer tailored investment solutions, reporting tools, and technology platforms that enhance their specific capital management needs.

Growth Potential With an annual revenue ranging between 1 million and 10 million and a small team size, the company may be seeking scalable solutions to expand its operational capacity and improve investment management efficiency.

Leadership Expansion The recent appointment of a new Chief Investment Officer indicates strategic growth and leadership development, creating opportunities to engage with senior decision-makers on innovative investment and management technologies.

Technology Stack Utilizing various web and data management tools such as WordPress, MySQL, and Shopify reveals openness to digital solutions, providing potential for integration, cybersecurity, and analytics services to improve operational effectiveness.

Industry Positioning As a smaller firm within a highly competitive sector dominated by major players like BlackRock and Vanguard, Rockbridge may value partnerships that emphasize cost-effective, responsible investing approaches aligned with their mission of market-based returns and low expenses.

Similar companies to Rockbridge Institutional

Rockbridge Institutional Tech Stack

Rockbridge Institutional uses 8 technology products and services including WP Rocket, Open Graph, WordPress, and more. Explore Rockbridge Institutional's tech stack below.

WP Rocket
Caching
Open Graph
Content Management System
WordPress
Content Management System
OneTrust
Cookie Compliance
oEmbed
Dev Tools
Google Workspace
Email
Web Vitals
Javascript Libraries
Facebook
Widgets

Media & News

Rockbridgeinvest hired Adam C. Gagas as Chief Investment Officer on Aug 9th '23.
SYRACUSE, N.Y., August 9, 2023 (Newswire.com) - Rockbridge Investment Management is pleased to announce the appointment of Adam C. Gagas as its Chief Investment Officer.
Aug 09, 2023 | www.newswire.com

Rockbridge Institutional's Email Address Formats

Rockbridge Institutional uses at least 2 format(s):

Rockbridge Institutional Email Formats	Example	Percentage
FLast@disciplinedcapital.com	JDoe@disciplinedcapital.com	33%
First@disciplinedcapital.com	John@disciplinedcapital.com	34%
Last@disciplinedcapital.com	Doe@disciplinedcapital.com	22%
LFirst@disciplinedcapital.com	DJohn@disciplinedcapital.com	11%
FLast@rockbridgeinvest.com	JDoe@rockbridgeinvest.com	82%
First.Last@rockbridgeinvest.com	John.Doe@rockbridgeinvest.com	7%
First@rockbridgeinvest.com	John@rockbridgeinvest.com	6%
LF@rockbridgeinvest.com	DJ@rockbridgeinvest.com	5%

Frequently Asked Questions

Where is Rockbridge Institutional's headquarters located?

Rockbridge Institutional's main headquarters is located at 220 South Warren Street 9th Floor Syracuse, New York United States. The company has employees across 1 continents, including North America.

What is Rockbridge Institutional's phone number?

You can contact Rockbridge Institutional's main corporate office by phone at

+1-315-476-****

. 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 Rockbridge Institutional's official website and social media links?

Rockbridge Institutional's official website is rockbridgeinvest.com and has social profiles on LinkedIn.

What is Rockbridge Institutional's NAICS code?

Rockbridge Institutional's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Rockbridge Institutional have currently?

As of June 2026, Rockbridge Institutional has approximately 3 employees across 1 continents, including North America. Key team members include Ceo: A. G.Director: H. S.Director Of Informtaion Analysis: R. A.. Explore Rockbridge Institutional's employee directory with LeadIQ.

What industry does Rockbridge Institutional belong to?

Rockbridge Institutional operates in the Investment Management industry.

What technology does Rockbridge Institutional use?

Rockbridge Institutional's tech stack includes WP RocketOpen GraphWordPressOneTrustoEmbedGoogle WorkspaceWeb VitalsFacebook.

What is Rockbridge Institutional's email format?

Rockbridge Institutional's email format typically follows the pattern of FLast@disciplinedcapital.com. Find more Rockbridge Institutional email formats with LeadIQ.

When was Rockbridge Institutional founded?

Rockbridge Institutional was founded in 2015.

Rockbridge Institutional

Q: How many employees does Rockbridge Institutional have currently?

Rockbridge Institutional has approximately 3 employees.

Q: What technology does Rockbridge Institutional use?

Rockbridge Institutional's tech stack includes Google Tag Manager, Optimole, Open Graph, MySQL, OneTrust.

Q: What is Rockbridge Institutional's NAICS code?

Rockbridge Institutional's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNew York, United States2-10 Employees

Rockbridge Institutional is the arm of Rockbridge Investment Management focused exclusively on the unique investing needs of foundations and endowments. 

Our mission is to partner with client organizations in the responsible stewardship of their financial resources. We deliver this through the disciplined application of proven principles of capital management. 

Our goal is to strengthen the financial resources of our partner organizations over time by garnering market-based returns, avoiding uncompensated risk, and keeping expenses low.

Company Overview

Headquarters: 220 South Warren Street 9th Floor Syracuse, New York United States
Phone number: +1-315-476-****
Website: rockbridgeinvest.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2015
Employees: 2-10