Ategenos Capital Email Formats

Financial Services • Tredyffrin, Pennsylvania, United States • 11-20 Employees

Ategenos Capital Email Formats

Ategenos Capital uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@ategenoscapital.com), used 81% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@ategenoscapital.com	81%
{first initial}{last name}	jdoe@ategenoscapital.com	19%

Key Contacts at Ategenos Capital

Jason Moore

Chief Executive Officer

Nicholas Coccio

Director, Senior Wealth Consultant

Todd Mitchell

Director, Senior Wealth Consultant

Bay Wrightnour

Director, Senior Wealth Consultant

Jeff Crosten

Director, Investment Operations

Carrie Connolly

Director Of Client Experience

Company overview

Headquarters	1000 Chesterbrook Blvd, Suite 102, Berwyn, PA 19312, US
Phone number	+18004613205
Website	ategenoscapital.com
NAICS	52
Founded	2022
Employees	11-20
Socials

About Ategenos Capital

Founded in 2022 by industry veterans, Ategenos is an independent and objective investment advisory partner providing solutions and concierge-level service for advisors and their investors. Ategenos is focused on providing personalized support to advisors so they can spend more time with their clients. The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. All research and other information provided on this website has been prepared for informational purposes only and the Adviser assumes no liability or responsibility for any errors or omissions in the content of this website or any linked website. Ategenos is an investment adviser registered with the SEC. SEC registration does not imply any specific level of training or skill.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

C-Suite

Entry

Employees by Department

Ategenos Capital has 11 employees across 5 departments.

Departments

Number of employees

Funding Data

Ategenos Capital has never raised funding before.

Ategenos Capital Tech Stack

Discover the technologies and tools that power Ategenos Capital's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Salesforce Marketing Cloud Account Engagement

Marketing automation

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Google Analytics

Analytics

Cart Functionality

Ecommerce

Frequently asked questions

Ategenos Capital is located in Tredyffrin, Pennsylvania, US.

You can reach Ategenos Capital at +18004613205.

Ategenos Capital was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Ategenos Capital has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Ategenos Capital

Jason Moore

Chief Executive Officer

Nicholas Coccio

Director, Senior Wealth Consultant

Todd Mitchell

Director, Senior Wealth Consultant

Bay Wrightnour

Director, Senior Wealth Consultant

Jeff Crosten

Director, Investment Operations