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Bay Colony Advisors

Bay Colony Advisors

Financial ServicesFlag of USWest Concord, Massachusetts, United States11-20 Employees

Company overview

Headquarters86 Baker Avenue Extension, Suite 310, Greater Boston Area, 01742, US
Phone number+19783697200
Website
NAICS52
SIC628
Keywords
Charitable Planning, Wealth Management, Portfolio Management, Estate Planning, Investment Advisory, Wealth Advisory Services, Financial Advisors
Founded2000
Employees11-20
Socials

Key Contacts at Bay Colony Advisors

Flag of US

John Ohl

Chief Executive Officer

Flag of US

George Ohl

Co Founder

Bay Colony Advisors Email Formats

Bay Colony Advisors uses 2 email formats. The most common is {first initial} (e.g., j@baycolonyadvisors.com), used 69.2% of the time.

FormatExamplePercentage
{first initial}
j@baycolonyadvisors.com
69.2%
{first name}
john@baycolonyadvisors.com
30.8%

About Bay Colony Advisors

Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country. BCA is uniquely positioned to help solve complex back-office, compliance, and technology needs of independent advisors seeking an enterprise solution for their businesses. Partner firms maintain their ownership and operational independence while benefiting from the firm's synergies, and scale. Bay Colony Advisors (BCA) is a top-ranked, national wealth advisory firm with locations across the United States. BCA helps advisors operationalize their business by providing a complete ecosystem of scaled solutions and value-added services needed for their clients including marketing, branding, outsourced institutional money management with full compliance support. Member firms benefit from advisor collaboration, and access to a complete suite of wealth management specializations to offer their clients. The affordable platform allows advisors to retain complete control and ownership of their business while leaving compliance, back-office infrastructure, and other operational staff expenses to us. Bay Colony provides advisors with an Enterprise platform enabling advisors to deliver an elite client experience with enterprise custodial pricing enabling advisors to scale a competitive business model. The operational platform includes software and services as a Service (PaaS) developed jointly by Black Diamond and our lead custodian which allows Digital access to data to view your clients’ information on-demand — securely and accurately. BCA's operational infrastructure enables advisors to efficiently run their practices and serve their clients. Our operational staff has decades of experience working together. The firm is not affiliated with any banking, investment management, brokerage, consulting, or other such institution.

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Bay Colony Advisors revenue & valuation

Annual revenue$1,625,545
Revenue per employee$86,000
Estimated valuation?$5,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
C-Suite
Intern

Employees by Department

Bay Colony Advisors has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

Bay Colony Advisors has never raised funding before.

Bay Colony Advisors Tech Stack

Discover the technologies and tools that power Bay Colony Advisors's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Node.js

Node.js

Programming languages

Open Graph

Open Graph

Miscellaneous

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Express

Express

Web frameworks

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Bay Colony Advisors is located in West Concord, Massachusetts, US.
You can reach Bay Colony Advisors at +19783697200.
Bay Colony Advisors was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.
Bay Colony Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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