Insights

Niche Market Focus Waterford Capital specializes in investment banking activities within the technology sector and offers customized asset management solutions for families, foundations, and endowments, presenting opportunities for firms targeting high-net-worth clients and tech companies seeking tailored financial services.

Mid-Sized Flexibility With revenue ranging from 1 million to 10 million and a small team of 2-10 employees, Waterford Capital offers a flexible, boutique approach, ideal for service providers specializing in personalized financial and technological solutions.

Strategic Structuring Expertise Their focus on structuring asset-backed financings for specialty finance companies indicates potential collaboration opportunities with financial technology firms and lenders seeking innovative financing structures.

Growth and Expansion Opportunities Given their active involvement in mergers and acquisitions within the tech space, there are potential sales prospects for industry service providers supporting M&A advisory, due diligence, and post-deal integration.

Digital Presence Optimization The company's use of multiple digital tools and SEO strategies suggests an openness to digital marketing support, website development, and analytics services to further enhance their online visibility and client engagement.

Waterford Capital, Inc. Tech Stack

Waterford Capital, Inc. uses 8 technology products and services including RSS, WordPress, PHP, and more. Explore Waterford Capital, Inc.'s tech stack below.

RSS

Content Management System

WordPress

Content Management System

PHP

Programming Languages

All in One SEO

Search Engines

Google Analytics

Web Analytics

GoDaddy

Web Hosting

Nginx

Web Servers

Apache

Web Servers

Waterford Capital, Inc. Email Formats	Example	Percentage
First@waterfordcapital.com	John@waterfordcapital.com	80%
LastF@waterfordcapital.com	DoeJ@waterfordcapital.com	20%

Waterford Capital, Inc. Email Formats

Example

Percentage

First@waterfordcapital.com

John@waterfordcapital.com

80%

LastF@waterfordcapital.com

DoeJ@waterfordcapital.com

20%

Frequently Asked Questions

Where is Waterford Capital, Inc.'s headquarters located?

Waterford Capital, Inc.'s main headquarters is located at 14677 Midway Road Suit 205 Addison, Texas 75001 United States. The company has employees across 1 continents, including North America.

What is Waterford Capital, Inc.'s phone number?

You can contact Waterford Capital, Inc.'s main corporate office by phone at

+1-214-432-****

. 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 Waterford Capital, Inc.'s official website and social media links?

Waterford Capital, Inc.'s official website is waterfordcapital.com and has social profiles on LinkedIn.

What is Waterford Capital, Inc.'s NAICS code?

Waterford Capital, Inc.'s NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Waterford Capital, Inc. have currently?

As of May 2026, Waterford Capital, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Chief Financial Officer: O. D.President: D. O.President: D. O.. Explore Waterford Capital, Inc.'s employee directory with LeadIQ.

What industry does Waterford Capital, Inc. belong to?

Waterford Capital, Inc. operates in the Investment Banking industry.

What technology does Waterford Capital, Inc. use?

Waterford Capital, Inc.'s tech stack includes RSSWordPressPHPAll in One SEOGoogle AnalyticsGoDaddyNginxApache.

What is Waterford Capital, Inc.'s email format?

Waterford Capital, Inc.'s email format typically follows the pattern of First@waterfordcapital.com. Find more Waterford Capital, Inc. email formats with LeadIQ.

Waterford Capital, Inc.

Q: How many employees does Waterford Capital, Inc. have currently?

Waterford Capital, Inc. has approximately 7 employees.

Q: What technology does Waterford Capital, Inc. use?

Waterford Capital, Inc.'s tech stack includes Apache HTTP Server, Open Graph, PHP, jQuery Migrate, All in One SEO.

Q: What is Waterford Capital, Inc.'s NAICS code?

Waterford Capital, Inc.'s NAICS code is 52311 (Investment Banking and Securities Dealing).

Investment BankingTexas, United States2-10 Employees

Waterford Capital, Inc. is a boutique investment banking firm based in Addison, Texas, focusing on specialized advisory and asset management services. The company concentrates on mergers and acquisitions within the technology sector and designs asset-backed financing structures for specialty finance firms and asset managers, aiming to support complex transactions and tailored investment programs for its clients. Its client base includes families, foundations, and endowments seeking customized asset management solutions and strategic routines for managing wealth and governance across generations. Positioned within the investment banking landscape, Waterford Capital operates as a small firm with NASD and SIPC memberships, signaling compliance with securities industry standards while delivering targeted financial services. The firm appears to maintain a concise local footprint near its Addison office and describes its practice around niche, relationship-driven advisory work rather than broad-market scale.

Insights

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