About Rose Capital Advisors
Rose Capital Advisors is a Financial Services company based in Miami Beach (United States) founded in 2012 by Michael Rose. It offers financial planning, wealth advisory, and investment strategies to clients worldwide. It operates on a B2C model. Its website rosecapitaladvisors.com draws about 681 thousand monthly visits. Rose Capital Advisors offers products and services including Financial Planning, Wealth Advisory, and Risk Management Advisory. Its focus areas include Finance, Investment Tech, Wealth Advisory and Personal Financial Planning. Its legal entity is Rose Capital Advisors, LLC. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
Rose Capital Advisors is an SEC registered investment advisor headquartered in Miami, Florida. They assist individuals and families with financial planning, investing, and wealth management services. The firm focuses on a client-first approach, emphasizing collaboration, transparency, and trust in developing personalized strategies. They also handle banking, lending, and risk management advisory, serving clients globally with innovative solutions.
- Headquarters Miami Beach, United States
- Founders Michael Rose
- SectorsFinancial Services
- Email••••••••
- Website rosecapitaladvisors.com
- Social LinkedIn X Facebook Instagram
- Legal Name Rose Capital Advisors, Llc
Products & Services of Rose Capital Advisors
Rose Capital Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Wealth Advisory, and Risk Management Advisory.
Service for creating personalized financial plans and goals.
Advisory on managing investments and wealth strategies.
Guidance on insurance and risk mitigation for clients.
People of Rose Capital Advisors
1 people are tracked at Rose Capital Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Michael Rose | Founder | Leadership |
Complete people profiles for Rose Capital Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Similar companies to Rose Capital Advisors
Rose Capital Advisors has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of Rose Capital Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Rose Capital Advisors
The website of Rose Capital Advisors (rosecapitaladvisors.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Rose Capital Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Rose Capital Advisors
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Rose Capital Advisors (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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Rose Capital Advisors
Complete news archive for Rose Capital Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Rose Capital Advisors
Rose Capital Advisors was founded in 2012.
Rose Capital Advisors is headquartered in Miami Beach, United States. It is registered at Miami Beach, Florida, United States.
Rose Capital Advisors is an SEC registered investment advisor headquartered in Miami, Florida. They assist individuals and families with financial planning, investing, and wealth management services. The firm focuses on a client-first approach, emphasizing collaboration, transparency, and trust in developing personalized strategies. They also handle banking, lending, and risk management advisory, serving clients globally with innovative solutions.
Rose Capital Advisors's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Rose Capital Advisors offers Financial Planning, Wealth Advisory, and Risk Management Advisory.
Rose Capital Advisors operates through Rose Capital Advisors, Llc.
The website of Rose Capital Advisors receives about 681 thousand visits a month.