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.
View Top Employees from Fusion Capital ManagementWebsite | http://www.fusioncm.com |
Revenue | $8.2 million |
Employees | 20 (17 on RocketReach) |
Founded | 2011 |
Address | 9111 Cypress Waters Blvd, Dallas, Texas, US |
Phone | (972) 471-9755 |
Technologies |
JavaScript,
HTML,
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Industry | Financial Services, Finance General, Portfolio Management, Finance, Financial Professional Services, Investment Services, Financial Planning |
Web Rank | 10 Million |
Keywords | Fusion Capital Management, Fusion Asset Management |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 5231 Companies, NAICS Code 523 Companies, NAICS Code 52312 Companies, NAICS Code 52 Companies, NAICS Code 523120 Companies |
Looking for a particular Fusion Capital Management employee's phone or email?
The Fusion Capital Management annual revenue was $8.2 million in 2024.
Leibel Sternbach is the CTO of Fusion Capital Management.
17 people are employed at Fusion Capital Management.
Fusion Capital Management is based in Dallas, Texas.
The NAICS codes for Fusion Capital Management are [5231, 523, 52312, 52, 523120].
The SIC codes for Fusion Capital Management are [62, 621].