What departments does Xpotential Advisors have?

Xpotential Advisors has employees across 1 departments including Finance.

What is the largest department at Xpotential Advisors?

The largest department at Xpotential Advisors is Finance with 1 employees.

Where are Xpotential Advisors employees located globally?

Xpotential Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Xpotential Advisors's team size changed over time?

Xpotential Advisors's team has remained stable from approximately 3 to 3 employees based on available data.

Xpotential Advisors Employee Directory

Investment ManagementNew Jersey, United States2-10 Employees

Xpotential Advisors is an investment management firm based in New Providence, New Jersey, focused on serving technology professionals. For over two decades, the company has combined investment management with career advisory to help clients align their financial strategies with their tech industry experience, including handling of company stock options and retirement planning. The firm emphasizes a fiduciary, fee-only model with portfolios overseen by professionals holding advanced designations, and it differentiates itself through a tech-focused client base and a specialized risk-management approach designed to shield wealth during periodic market downturns. With a compact team, Xpotential positions itself within the investment management space by offering tailored guidance to employees and executives in the high-tech sector from a practitioner’s perspective. A recent development noted is its ongoing emphasis on dedicated support for tech professionals, leveraging years of industry experience to inform its client advisory and portfolio management.” }#endregion

Xpotential Advisors Global Highlights

North America
4

United States Of America
4

Xpotential Advisors's Leadership

V. S.
Managing Director
Mobile Phone
Email
D. O.
Managing Director
Mobile Phone
Email
L. S.
Assistant To The Managing Director
Mobile Phone
Email
J. L.
Registered Investment Advisor
Mobile Phone
Email

Xpotential Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Xpotential Advisors

Name

Title

Contact Info

Location

Last Update

V. S.
Managing Director
Mobile Phone
Email
United StatesNew York
Jun 08, 2026
D. O.
Managing Director
Mobile Phone
Email
United StatesNew York
Jan 09, 2026
L. S.
Assistant To The Managing Director
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
J. L.
Registered Investment Advisor
Mobile Phone
Email
United StatesFlorida
Jun 02, 2026

Frequently Asked Questions

What is Xpotential Advisors known for?

Xpotential Advisors was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-908-273-****

. Explore Xpotential Advisors's company overview page for more information.

What is Xpotential Advisors's most common email format?

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

How many employees does Xpotential Advisors have currently?

Xpotential Advisors has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Xpotential Advisors's key employees and leadership?

As of July 2026, Xpotential Advisors's key employees include:

Managing Director: V. S.
Managing Director: D. O.
Assistant To The Managing Director: L. S.
Registered Investment Advisor: J. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Xpotential Advisors Employee Directory

Find Xpotential Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead