Bartholomew & Company
Financial Services • 
Hopedale, Massachusetts, United States • 21-50 Employees
Company overview
| Headquarters | 370 Main St, Suite 1000, Worcester, Massachusetts 01608, US |
| Phone number | +15087538807 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Management |
| Founded | 1994 |
| Employees | 21-50 |
| Socials |
Key Contacts at Bartholomew & Company
James Cushman
Vice President,Private Wealth Management; Director Of Business Development
Jonathan Mack
Director Of Retirement Plan Consulting
Kyle Cornell
Director Of Research & Trading, Investment Management Dept.
Nancy Bartholomew
Owner
Bartholomew & Company Email Formats
Bartholomew & Company uses 5 email formats. The most common is {first initial} (e.g., j@bartandco.com), used 26.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bartandco.com | 26.7% |
{first initial}.{last name} | j.doe@bartandco.com | 26.7% |
{first initial}.{last name}{first initial} | j.doej@bartandco.com | 13.3% |
{first name} | john@bartandco.com | 13.3% |
{first name}.{last name} | john.doe@bartandco.com | 13.3% |
About Bartholomew & Company
Through our personalized, independent financial planning solutions and investment advice, we help keep you on track through every phase of life. Partner with the Bartholomew & Company team to help propel your financial success with experienced financial guidance that's tailored to your needs. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Bartholomew & Company revenue & valuation
| Annual revenue | $36,500,000 |
| Revenue per employee | $1,586,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $116,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Bartholomew & Company has 12 employees across 6 departments.
Departments
Number of employees
Funding Data
Bartholomew & Company has never raised funding before.
Bartholomew & Company Tech Stack
Discover the technologies and tools that power Bartholomew & Company's digital infrastructure, from frameworks to analytics platforms.
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Security
Analytics
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PaaS
France
Australia
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