Insights

Client Portfolio Focus Independent investment management firm serving individuals, businesses, foundations, and institutions with diversified portfolios and proprietary mutual funds, presenting a broad target base for advisory services and fund offers.

Growth Opportunity Revenue in the mid-range and employee count under 50 suggest a growing mid-market advisory practice with potential capacity for expanding managed accounts, sponsored retirement plans, and institutional services.

Technology Stack Utilizes common business and CRM/HR systems (QuickBooks, iCIMS, Office 365) and analytics/publishing tools (Piwik PRO Core, WordPress) indicating receptivity to integrated fintech and regtech solutions, marketing automation, and data-driven insights.

Recent Activity Notable Q4 2023 exposure to fixed assets (American Tower) signals active portfolio management and openness to new equity positions, suggesting opportunities around research, analytics, and prime brokerage or custodial services.

Talent and Partnerships Past addition of a research analyst and a founder-level profile imply emphasis on rigorous research capabilities; potential for outsourcing research support, quantitative tools, and retirement-plan consultancy for business clients.

Similar companies to Thompson Investment Management, Inc.

Thompson Investment Management, Inc. Tech Stack

Thompson Investment Management, Inc. uses 8 technology products and services including QuickBooks, iCIMS, WordPress, and more. Explore Thompson Investment Management, Inc.'s tech stack below.

Thompson Investment Management, Inc.'s Email Address Formats

Thompson Investment Management, Inc. uses at least 3 email formats:
Thompson Investment Management, Inc. Email FormatsExamplePercentage
FLast@thompsoninvest.comJDoe@thompsoninvest.com
60%
FirstLast@thompsoninvest.comJohnDoe@thompsoninvest.com
40%
FLast@thompsonim.comJDoe@thompsonim.com
100%

Frequently Asked Questions

What is Thompson Investment Management, Inc.'s phone number?

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You can contact Thompson Investment Management, Inc.'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 Thompson Investment Management, Inc.'s official website and social media links?

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Thompson Investment Management, Inc.'s official website is thompsoninvest.com and has social profiles on LinkedIn.

How much revenue does Thompson Investment Management, Inc. generate?

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As of October 2026, Thompson Investment Management, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Thompson Investment Management, Inc.'s NAICS code?

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Thompson Investment Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Thompson Investment Management, Inc. have currently?

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As of October 2026, Thompson Investment Management, Inc. has approximately 19 employees across 2 continents, including North America and Europe. Key team members include Portfolio Manager: M. M., Is Manager: R. C. and Senior Account Administrator: B. E. Explore Thompson Investment Management, Inc.'s employee directory with LeadIQ.

What industry does Thompson Investment Management, Inc. belong to?

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Thompson Investment Management, Inc. operates in the Investment Management industry.

What technology does Thompson Investment Management, Inc. use?

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Thompson Investment Management, Inc.'s tech stack includes QuickBooks, iCIMS, WordPress, Font Awesome, OWL Carousel, Cisco, Office 365 and Piwik PRO Core.

What is Thompson Investment Management, Inc.'s email format?

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Thompson Investment Management, Inc.'s email format typically follows the pattern of FLast@thompsoninvest.com. Find more Thompson Investment Management, Inc. email formats with LeadIQ.

When was Thompson Investment Management, Inc. founded?

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Thompson Investment Management, Inc. was founded in 2004.
Thompson Investment Management, Inc. logo

Thompson Investment Management, Inc.

Investment ManagementWisconsin, United States11-50 Employees

Thompson Investment Management, Inc. is an independent investment management firm that provides portfolio management services for a diverse client base, including individuals, businesses, foundations, and other institutions. Its offerings encompass managing client accounts and operating proprietary mutual funds, along with advisory guidance on a range of financial concerns. The firm also supports business owners and human resource managers in administering company-sponsored retirement plans. Based in the United States, Thompson Investment Management serves clients seeking professional oversight of investments and retirement planning through a combination of personalized accounts and structured funds. 

In the investment management industry, the company positions itself as an independent, full-service advisor offering both direct portfolio management and fiduciary-style guidance, with a focus on tailoring solutions to the needs of individuals, organizations, and institutions across retirement planning and asset allocation. A recent development includes the firm taking a new position in American Tower in the fourth quarter, reflecting ongoing activity in its investment management operations.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Thompson Investment Management, Inc.'s revenue is estimated to be in the range of $25M - $50M

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