Insights

High net worth focus Target Verde Capital Management as a strategic partner for ultra and high-net-worth clients, highlighting opportunities to upsell advanced wealth planning, tax strategies, and bespoke estate planning services that align with their fiduciary, goal-based approach.

Real-time portal Leverage Verde Portal capabilities to propose integrated financial planning and performance tracking solutions for client firms seeking enhanced client engagement tools, reporting dashboards, and real-time net worth visualization for families and business owners.

Strategy driven Position value around comprehensive CFO-style advisory and succession planning for business owners, offering scalable financial leadership services, cash flow optimization, and retirement plan design to support growth and continuity.

Tech stack leverage Highlight opportunities to streamline marketing and client onboarding using their tech stack ( Google Ads, Microsoft Advertising, Salesforce, Google Workspace, Webflow, WordPress ), enabling targeted campaigns and improved CRM-driven cross-sell of advisory products.

Growth signals Capitalize on reported revenue range and notable asset stake movements by proposing diversified investment products, alternative investments, and enhanced reporting to support asset growth and risk management for the firm’s expanding client base.

Similar companies to Verde Capital Management

Verde Capital Management Tech Stack

Verde Capital Management uses 8 technology products and services including Google Ads, Microsoft Advertising, Amazon Web Services, and more. Explore Verde Capital Management's tech stack below.

Verde Capital Management's Email Address Formats

Verde Capital Management uses at least 2 email formats:
Verde Capital Management Email FormatsExamplePercentage
FirstLast@verdecm.comJohnDoe@verdecm.com
88%
FirLast@verdecm.comJohDoe@verdecm.com
12%

Frequently Asked Questions

What is Verde Capital Management's phone number?

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

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Verde Capital Management's official website is verdecm.com and has social profiles on LinkedIn.

How much revenue does Verde Capital Management generate?

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As of August 2026, Verde Capital Management's annual revenue is estimated to be $25M - $50M.

What is Verde Capital Management's NAICS code?

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

How many employees does Verde Capital Management have currently?

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As of August 2026, Verde Capital Management has approximately 25 employees across 1 continents, including North America. Key team members include Chief Operations Officer, Compliance Manager, And Executive Assistant: H. L., Financial Advisor: M. B. and Financial Coach: M. K. Explore Verde Capital Management's employee directory with LeadIQ.

What industry does Verde Capital Management belong to?

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Verde Capital Management operates in the Financial Services industry.

What technology does Verde Capital Management use?

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Verde Capital Management's tech stack includes Google Ads, Microsoft Advertising, Amazon Web Services, Duda, WordPress, Salesforce, Google Workspace and Webflow.

What is Verde Capital Management's email format?

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Verde Capital Management's email format typically follows the pattern of FirstLast@verdecm.com. Find more Verde Capital Management email formats with LeadIQ.

When was Verde Capital Management founded?

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Verde Capital Management was founded in 2008.
Verde Capital Management logo

Verde Capital Management

Financial ServicesMichigan, United States11-50 Employees

Verde Capital Management is a financial services firm based in Clarkston, Michigan, that provides personalized wealth management, retirement planning, tax strategies, and investment guidance for high-net-worth individuals, families, and business owners. The firm emphasizes a relationship-driven approach, focusing on understanding clients’ financial goals and life aspirations to develop customized plans designed to grow and protect wealth, with fiduciary responsibility and clear educational support. Clients have access to a real-time, unified view of net worth, investment performance, and financial plans through the Verde Portal, reflecting a commitment to integrated, goal-based guidance supported by advanced financial technology. The company serves a professional market within the broader asset management landscape and positions itself among established financial services providers in the region, offering services that include financial planning, wealth and investment management, tax-smart strategies, and business owner solutions such as retirement plans, succession planning, and CFO-style advisory.” } (Note: The developer instruction asked for 2 short paragraphs; however, the required JSON format needs a single description field. The content above remains within the factual, neutral bounds of the provided information.) } } The final answer is the JSON object containing the neutral overview. (If the trailing parenthetical note is not desired, it can be omitted.) } } } {

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Verde Capital Management's revenue is estimated to be in the range of $25M - $50M

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