Emerald Asset Management

Investment Management • Rocky Mount, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	2343 Professional Dr, Suite B, Rocky Mount, North Carolina 27804, US
Phone number	+12524437616
Website	emeraldam.com
NAICS	5231
SIC	628
Keywords	Equities, Stocks, Etfs, Asset Allocation, Bonds, Retirement Planning, Fixed Income, Portfolio Management, Financial Planning, Investment Management, Asset Managment
Founded	2013
Employees	1-10
Socials

Key Contact at Emerald Asset Management

James Tharin

President

Emerald Asset Management Email Formats

Emerald Asset Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@emeraldam.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@emeraldam.com	100%

About Emerald Asset Management

Emerald Asset Management is an independent boutique Registered Investment Advisory firm headquartered in Rocky Mount, NC, serving clients from the Triangle to the coast. We provide tailored asset management and financial planning solutions for high-net-worth individuals, families, and businesses. Our approach is centered on building lasting relationships and delivering customized strategies that align with our clients’ financial goals. We recognize that wealth management goes beyond investment advice—it requires a holistic perspective that integrates estate planning, tax efficiency, risk management, and legacy planning. The name “Emerald” was chosen to reflect our North Carolina heritage—the emerald is the state gem—and it represents the clarity and long-term value we aim to provide. With a deep commitment to personalized service, we offer ongoing guidance and support, ensuring that our strategies evolve with our clients’ needs and financial goals.

Emerald Asset Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Emerald Asset Management has never raised funding before.

Emerald Asset Management Tech Stack

Discover the technologies and tools that power Emerald Asset Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Frequently asked questions

Emerald Asset Management is located in Rocky Mount, North Carolina, US.

You can reach Emerald Asset Management at +12524437616.

Emerald Asset Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Emerald Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Emerald Asset Management

James Tharin

President

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