Insights

Strategic Asset Growth Vic us Capital is actively expanding its investment footprint across multiple asset classes including ETFs and sector-specific indices, suggesting opportunities to offer enhanced research, advisory services, or tailored institutional-grade reporting to support their growing exposure.

Advisor-Centric Model The firm emphasizes partnership with financial advisors and delivers comprehensive wealth strategies, signaling sales opportunities around white-labeling services, co-branded solutions, or technology platforms that streamline advisor workflows and client reporting.

Tech & Security Focus With a documented tech stack including security awareness training (KnowBe4) and web technologies, there is potential to offer cybersecurity risk management, staff training programs, and scalable digital infrastructure enhancements for client-facing portals.

Growth Funding Profile Revenue range and recent asset acquisitions indicate a mid-market growth trajectory, suggesting opportunities for capital advisory, integration services, and performance analytics platforms to optimize portfolio construction and reporting.

National Expansion Description as a national financial services company headquartered in Pennsylvania points to opportunities in regional expansion support, compliance frameworks for multiple states, and localized client acquisition marketing services aligned with advisor networks.

Vicus Capital Tech Stack

Vicus Capital uses 8 technology products and services including FactSet, Amazon S3, React, and more. Explore Vicus Capital's tech stack below.

  • FactSet
    Business Intelligence
  • Amazon S3
    Content Delivery Network
  • React
    Javascript Frameworks
  • Really Simple Discovery
    Miscellaneous
  • Fortinet
    Network Hardware
  • Priority Hints
    Performance
  • Site24x7
    Real User Monitoring
  • Microsoft Sentinel
    Security

Media & News

Vicus Capital's Email Address Formats

Vicus Capital uses at least 1 format(s):
Vicus Capital Email FormatsExamplePercentage
FLast@vicuscapital.comJDoe@vicuscapital.com
97%
FirstLast@vicuscapital.comJohnDoe@vicuscapital.com
3%

Frequently Asked Questions

What is Vicus Capital's phone number?

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

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Vicus Capital's official website is vicuscapital.com and has social profiles on LinkedIn.

How much revenue does Vicus Capital generate?

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

What is Vicus Capital's NAICS code?

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

How many employees does Vicus Capital have currently?

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As of August 2026, Vicus Capital has approximately 36 employees across 1 continents, including North America. Key team members include Investment Management & Research Intern: J. M.Investment Advisor Representative: L. S.Client Relationship Coordinator: K. M.. Explore Vicus Capital's employee directory with LeadIQ.

What industry does Vicus Capital belong to?

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Vicus Capital operates in the Financial Services industry.

What technology does Vicus Capital use?

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Vicus Capital's tech stack includes FactSetAmazon S3ReactReally Simple DiscoveryFortinetPriority HintsSite24x7Microsoft Sentinel.

What is Vicus Capital's email format?

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Vicus Capital's email format typically follows the pattern of FLast@vicuscapital.com. Find more Vicus Capital email formats with LeadIQ.

When was Vicus Capital founded?

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Vicus Capital was founded in 1978.
Vicus Capital logo

Vicus Capital

Financial ServicesPennsylvania, United States11-50 Employees

Vicus Capital is a boutique investment management and advisory firm that designs and implements comprehensive wealth and security strategies for financial advisors and their clients. Its services aim to help investors accumulate, protect, and transfer wealth through professional guidance delivered with a high level of service.
Headquartered in State College, Pennsylvania, the company operates as a national financial services firm focused on understanding the needs of financial advisors and their clients. Vicus Capital positions itself as a partnership-based provider within the financial planning and investment advisory space, offering services through a federally registered investment advisor. Recent activity highlights the firm’s ongoing engagement with various exchange-traded funds and equity assets as part of its investment approach, reflecting a diversified allocation strategy across different asset classes.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1978
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

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

Section iconFunding & Financials

  • $25M - $50M

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

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