About Generation Capital Management
Generation Capital Management is a Financial Services company based in Pittsford (United States) founded in 2003 by Scott Nasca. It provides investment management, financial planning, and retirement services to clients. It operates on a B2C and Fee-based Advisory model. Generation Capital Management has completed 1 acquisition, including BlueGen Water Solutions. Generation Capital Management offers products and services including Investment Services, Financial Planning, and Retirement Plan Services. Its focus areas include FinTech, Investment Tech, Wealth Management and Retirement Planning. Its legal entity is Generation Capital Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Generation Capital Management, LLC, is a fee-only fiduciary firm based in Pittsford, New York, offering investment services, financial planning, and retirement plan support. They use a data-driven approach to manage risks and provide personalized advice without commissions or conflicts of interest. The firm serves individual clients and businesses, focusing on informed decision-making and financial literacy to help achieve optimal outcomes. Their team emphasizes trust and customization in all activities.
- Headquarters Pittsford, United States
- Founders Scott Nasca
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website gencapmgmt.com
- Social X Facebook YouTube
- Legal Name Generation Capital Management, Llc
- Investments & Acquisitions
Products & Services of Generation Capital Management
Generation Capital Management offers a comprehensive portfolio of products and services, including Investment Services, Financial Planning, and Retirement Plan Services.
Informed risk management for client portfolios.
Personalized planning to optimize financial decisions.
Assistance for employee retirement plans and strategies.
Apps and channels of Generation Capital Management
its YouTube channel Generation Capital Management has 55 subscribers and 30 videos.
Videos from Generation Capital Management
The most watched videos on Generation Capital Management's YouTube channel, Generation Capital Management (55 subscribers). Click a video to play it here.
More on Generation Capital Management.
People of Generation Capital Management
5 people are tracked at Generation Capital Management (3 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Scott Nasca | Founder | Leadership |
Mary Anne Dejohn | Director of Compliance & Operations | Leadership |
John Howe | VP, Wealth Management Advisor | Leadership |
Marcy DiGirolamo | Executive Assistant | Team |
Janine Nasca | Human Resources Manager | Team |
Complete people profiles for Generation Capital Management
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Investments & Acquisitions by Generation Capital Management
Generation Capital Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include BlueGen Water Solutions.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
BlueGen Water Solutions is focused on innovative water management technologies. | ges.co.il | Acre, Israel | 1988 | May 2020 | $30M |
Complete acquisition details for Generation Capital Management
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Timeline of Generation Capital Management
2 dated milestones of Generation Capital Management across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Generation Capital Management is founded.
- Acquisition Acquires BlueGen Water Solutions.
Competitors of Generation Capital Management
Generation Capital Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Generation Capital Management
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Web traffic of Generation Capital Management
The website of Generation Capital Management (gencapmgmt.com) receives about 1K visits a month.
- Monthly visits1K
▼ 10.4% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Generation Capital Management (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Generation Capital Management
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Frequently Asked Questions about Generation Capital Management
Generation Capital Management was founded in 2003.
Generation Capital Management is headquartered in Pittsford, United States. It is registered at Pittsford, New York, United States.
Generation Capital Management, LLC, is a fee-only fiduciary firm based in Pittsford, New York, offering investment services, financial planning, and retirement plan support. They use a data-driven approach to manage risks and provide personalized advice without commissions or conflicts of interest. The firm serves individual clients and businesses, focusing on informed decision-making and financial literacy to help achieve optimal outcomes. Their team emphasizes trust and customization in all activities.
Generation Capital Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Generation Capital Management offers Investment Services, Financial Planning, and Retirement Plan Services.
Generation Capital Management has made 1 acquisition, including BlueGen Water Solutions.
Generation Capital Management operates through Generation Capital Management, Llc.