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SOL Capital Management Logo
SOL Capital Management CB Rank
286314
Heat Score
43
SOL Capital Management is an investment advisory company that offers financial services.
Acquired by
Cerity Partners Logo
Cerity Partners
Founded
obfuscation
Private Rockville, Maryland, United States11-50 sol-capital.com/
Advice
Finance
Financial Services
Overview

SOL Capital Management
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About SOL Capital Management

CB Rank
286314
SOL Capital Management is an investment advisory company that offers financial services.
Acquired by
Cerity Partners Logo
Cerity Partners
Founded
obfuscation
Private Rockville, Maryland, United States11-50 sol-capital.com/
Advice
Finance
Financial Services

Key People

Details

Legal Name SOL Capital Management, Inc.
Also Known As SOL
Operating Status Closed
Company Type For Profit
Founders  Rajmiel Odinec, Sam Sandler
Phone Number 1 800-919-3373
Contact Email info@sol-capital.com
Predictions & Insights

Growth Insight

See this Growth Insight
SOL Capital Management is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Services
Provides asset management and financial advisory services tailored to high net worth individuals for long-term wealth preservation and growth.
Multi-Generational Wealth Transfer and Legacy Planning
Assists clients in planning and managing wealth transfers and legacy preservation across multiple generations.

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  • Preview private company insights and predictions
Financials

M&A Details

SOL Capital Management merged with Cerity Partners on
obfuscation
.
Transaction Name 
SOL Capital Management acquired by Cerity Partners Logo
SOL Capital Management acquired by Cerity Partners
Acquired by 
Cerity Partners Logo
Cerity Partners
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 26

Employee Profiles

News

News and Press

News•Jan 9, 2026
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News•Jan 9, 2026
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News•Jan 8, 2026
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News•Jan 8, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$372.3KThis year, SOL Capital Management is projected to spend $372.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Cloud OS Logo
Cloud OS
100
—
100
Pitchbook Logo
Pitchbook
98

Actively Used Products

21SOL Capital Management uses 21 technology products and services including HTML5, Wordpress, and  Matomo (Formerly Piwik), according to G2 Stack.

Active Website Tech Count

7SOL Capital Management is actively using 7 technologies for its website, according to BuiltWith. These include DNSSEC, Gravatar Profiles, and  Microsoft.

Total IP

2SOL Capital Management has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is SOL Capital Management's headquarters? SOL Capital Management is located in Rockville, Maryland, United States.Who are SOL Capital Management's competitors? Alternatives and possible competitors to SOL Capital Management may include Goldman Sachs, HighTower Advisors, and  Cresset.
Who We Are
What We Do
Helpful Links
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