Fusion Capital Management
Financial Services • 
9111 Cypress Waters Blvd, Dallas, United States • 11-20 Employees
Company overview
| Headquarters | 9111 Cypress Waters Blvd, Dallas, United States |
| Phone number | +18662544235 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Portfolio Management, Financial Planning, Investment Services, Financial Professional Services |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Key Contacts at Fusion Capital Management
Justin Koehler
Director Of Sales
Bryce Engel
Ceo And Advisory Board Member
Steven Watkins
Managing Director Of Sales
Brayden Engel
Director Of Operations
Fusion Capital Management Email Formats
Fusion Capital Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@fusioncm.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@fusioncm.com | 58.3% |
{first name}.{last name} | john.doe@fusioncm.com | 41.7% |
About Fusion Capital Management
Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and the operations that fit your needs. What We Do: We provide end to end support for IARs and RIAs. We have over 75 direct advisors and institutional clients (RIAs) with more than 300 advisors and over 2500 agents. Our technology allows advisors to grow their firm efficiently, without having to commit more time, human resources, or outside support to their firm. We put the advisors’ growth potential back in their own hands. How We Do It: Our proprietary platform, Fusion Elements, offers advisors and RIAs "Operational Edge". We provide a semi-structured framework for practice management based on our best practice guides, but allow advisors and RIAs to customize these to fit their specific processes and needs. You are at the wheel, but we provide the best navigational route. This allows the advisor to truly own their success while eliminating the need to “Re-invent” the business process wheel. Fusion Elements can connect with over 750 different applications, giving advisors the flexibility to define their own process, but the structure to use that process efficiently. Why We're Different: Our goal is to create technology that advisors will actually want to use. Our simplified, centralized, and intuitive interface is designed to significantly reduce the learning curve required in leveraging technologies like Money Guide Pro, Orion, AdvisoryWorld and Fusion Elements. In addition, Fusion Elements automatically helps advisors integrate and leverage their CRM, Cloud Storage, Proposal and Marketing Tools as part of their overall business practice. Advisors can think of Fusion Elements as the Operating System or “glue” - bringing all of those silos of information together as a single, cohesive practice management tool.
Fusion Capital Management revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Fusion Capital Management has 10 employees across 5 departments.
Departments
Number of employees
Funding Data
Fusion Capital Management has never raised funding before.
Fusion Capital Management Tech Stack
Discover the technologies and tools that power Fusion Capital Management's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Analytics
Hosting
CMS
Tag managers
Miscellaneous
Security
Miscellaneous
JavaScript libraries
JavaScript libraries
Marketing automation
Poland
South Africa
United KingdomFrequently asked questions
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