What departments does Waterloo Capital have?

Waterloo Capital has employees across 4 departments including Finance, Operations, Analytics, Marketing.

What is the largest department at Waterloo Capital?

The largest department at Waterloo Capital is Finance with 3 employees.

Where are Waterloo Capital employees located globally?

Waterloo Capital has employees across 2 continents and 3 countries including Sierra Leone, United States Of America, Canada.

How has Waterloo Capital's team size changed over time?

Waterloo Capital's team has decreased from approximately 23 to 22 employees based on available data.

Waterloo Capital Employee Directory

Q: Who are Waterloo Capital's key employees and leadership?

Waterloo Capital's key employees include: Cio: B. W..

Financial ServicesTexas, United States11-50 Employees

Waterloo Capital is an SEC-registered investment advisory firm that operates as a fiduciary, prioritizing clients' best interests. It focuses on helping high-net-worth and institutional clients achieve their specific goals through a collaborative team of experts offering tailored solutions. The company is based in Austin, Texas, and participates in the financial services industry.

It has announced expansions of its offices in Tucson and Scottsdale, Arizona, reflecting a broader footprint and ongoing growth. The expansion is accompanied by active recruitment of experienced financial advisors to support its markets in the region.

Waterloo Capital Global Highlights

North America
41

United States Of America
40
Canada
1

Africa
1

Sierra Leone
1

Waterloo Capital's Leadership

B. W.
Cio
Mobile Phone
Email
B. R.
Financial Advisor- Senior Partner
Mobile Phone
Email
L. A.
Managing Partner
Mobile Phone
Email
N. D.
Investment Operations Manager
Mobile Phone
Email
D. S.
Senior Wealth Advisor
Mobile Phone
Email
M. F.
Principal
Mobile Phone
Email
T. E.
Senior Analyst
Mobile Phone
Email
C. R.
Wealth Management Advisor
Mobile Phone
Email

Waterloo Capital Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other
Community & Social Services

Contact profiles from Waterloo Capital

Name

Title

Contact Info

Location

Last Update

B. W.
Cio
Mobile Phone
Email
United StatesGeorgia
Mar 25, 2026
B. R.
Financial Advisor- Senior Partner
Mobile Phone
Email
Oct 23, 2024
L. A.
Managing Partner
Mobile Phone
Email
Jun 03, 2026
N. D.
Investment Operations Manager
Mobile Phone
Email
United StatesMississippi
Apr 15, 2026
D. S.
Senior Wealth Advisor
Mobile Phone
Email
United StatesMississippi
Apr 15, 2026
M. F.
Principal
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
T. E.
Senior Analyst
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. R.
Wealth Management Advisor
Mobile Phone
Email
Mar 24, 2026
E. K.
Client Associate
Mobile Phone
Email
United States
Jun 26, 2026
A. D.
Executive Assistant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Waterloo Capital known for?

Waterloo Capital was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 2801 Viaduct Fortuna Suite 250 Austin, Texas 78746 United States; you can contact the main corporate office by phone at

+1-512-693-****

. Explore Waterloo Capital's company overview page for more information.

What is Waterloo Capital's most common email format?

Waterloo Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waterloo Capital email formats with LeadIQ.

How many employees does Waterloo Capital have currently?

Waterloo Capital has approximately 30 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Waterloo Capital's key employees and leadership?

As of June 2026, Waterloo Capital's key employees include:

Cio: B. W.
Financial Advisor- Senior Partner: B. R.
Managing Partner: L. A.
Investment Operations Manager: N. D.
Senior Wealth Advisor: D. S.

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Waterloo Capital Employee Directory

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