Waterloo Capital
Waterloo’s dynamic wealth management platform brings together financial & estate planning, public market, private market, and family office services.
We utilize proprietary cutting-edge technology to enhance client portfolios and effectively manage risk. Technology drives our business and our investment decisions are driven by data. We utilize world-class computing techniques, proprietary quantitative models, and financial expertise to make intelligent trading decisions and effectively manage risk. We also offer alternative investment solutions utilizing best-in-class institutional private equity and hedge fund managers. Our vast network of alternative managers and deep research capabilities allow us to source and evaluate the best opportunities in the spectrum of alternative investments. Waterloo Capital understands you are unique, and we believe your financial plan should be as well. Our planning experts work with you to build a personalized and unbiased plan to help you achieve your long-term goals and objectives.
We’re excited to announce Waterloo Capital’s investment in and partnership with Bay Rivers Group Wealth Partners in Williamsburg, Virginia.
Bay Rivers Group Wealth Partners was built around a simple premise: that competent, objective advice is the most durable thing an advisor can offer a family. For nearly three decades, the firm’s advisors have served individuals, business owners, families and successive generations across the Historic Triangle and the greater Hampton Roads region, guiding clients through the accumulation, preservation and transfer of wealth. That local orientation is unchanged — clients will continue to work with the same advisors, in the same office, under a name they recognize.
Please join us in welcoming Charles Lucy, Bruce Lemley, CFP®, Alan Broderick, CFP®, Will Gibson, CFA, and the entire Bay Rivers Group team. We’re proud to build on what they’ve created together.
Read the full announcement: https://www.prnewswire.com/news-releases/waterloo-capital-announces-investment-in-and-partnership-with-bay-rivers-group-wealth-partners-302887975.html
08/31/2026
Intelligent Wealth Solutions, our public market investment platform, ranked #1 on the San Antonio Business Journal's list of Texas firms with the fastest-growing assets under management, 2020 to 2025.
Grateful to our clients and proud of our team in Austin.
https://www.bizjournals.com/sanantonio/news/2026/08/31/wealth-management-competition-client-service.html?csrc=6398&utm_campaign=trueanthem&utm_medium=social&utm_source=linkedin
07/31/2026
10 years changes a lot. 📊
$100 invested in 2016 looks very different today. The market's shifted, the rules around retirement accounts have shifted, and the way people access investments has shifted too. But some things haven't moved an inch: the value of a plan, the importance of starting early, and the power of staying invested through the noise.
2016 vs. 2026: swipe through to see what's changed and what's stayed exactly the same.
Growth isn't just a number, it's a relationship.
In this video, John speaks about what drives growth at Waterloo Capital: not portfolios in a vacuum, but the trust clients place in the team and the conversations that go deeper than the numbers.
The numbers are a reflection of the relationships built over time, not the other way around.
That's the kind of growth Waterloo Capital is proud to be part of.
In this video, Daniel Wilk breaks down capacity constraints in private equity and why more capital doesn't always mean more room to execute.
As funds scale, so does the pressure to deploy that capital wisely, and the middle market makes that balance especially tricky. It's a dynamic that separates managers who can grow with discipline from those who simply grow. 📊
07/01/2026
Two Austin firms, one shared mission.
We're proud to announce that Waterloo Capital has acquired an equity stake in Ironclad Wealth, a respected Austin-based advisory practice. As of July 1, we're joining forces under the Waterloo Capital name.
For Ironclad's clients, that means access to institutional asset management, advanced financial planning, and family office services, with the same trusted relationships they've always known.
For us, it means going even deeper in the city we call home.
Welcome to the family, Ironclad Wealth. And to the advisors out there who put clients first: we're growing, and we'd love to hear from you.
Waterloo Capital Acquires Equity Stake in Austin-Based Ironclad Wealth /PRNewswire/ -- Waterloo Capital, L.P., a registered investment adviser headquartered in Austin and one of the fastest-growing RIAs in the country, today...
In this interview, Paul Lisiak shares insights on the Lower Middle Market and why it continues to present compelling opportunities for growth, value creation, and long-term investment success. He discusses the factors driving opportunity in this sector and what makes it an attractive space for investors, operators, and business leaders.
06/17/2026
If higher interest rates have you rethinking your financial plan, Capital Clarity Radio with Andrew Johnsen is worth a listen.
In the latest episode, "Navigating the New Normal: Higher Interest Rates and Your Retirement," Andrew breaks down what's shifting in the economy, real estate, and retirement planning, and what strategies actually make sense right now. No jargon, no fluff. Just clear, practical insight to help you connect the dots between your finances and the life you want to live.
🎧 Click below to listen:
https://open.spotify.com/show/7nO76pckqbiK59tkzjDkia
In this conversation from Ascend with Waterloo, Kyle Bass speaks with Don Simoneaux about investment decision-making through both a micro and macro lens, as well as his perspective on the differences between private and public markets.
The discussion explores how these frameworks shape how investment advisors think about markets, risk, and opportunity.
What happens when attitude and aptitude collide?
According to John Chatmas, that’s where great culture is built.
In this interview, John shares why culture isn’t just a buzzword, it’s the driving force behind successful teams, strong leadership, and lasting impact.
What qualities do you think are most important in building a strong workplace culture?
Click here to claim your Sponsored Listing.
Category
Contact the business
Website
Address
2700 Vía Fortuna #100
Austin, TX
78746
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |