Baystate Financial Revenue
Financial Services • 
Boston, Massachusetts, United States • 501-1000 Employees
Baystate Financial revenue & valuation
| Annual revenue | $89,100,000 |
| Revenue per employee | $172,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $285,100,000 |
| Total funding | No funding |
Key Contacts at Baystate Financial
Jake Kochan
Director Of Recruiting
Matt Smith
Recruiting Director
Ashley Harris
Director Of Talent Management
Taylor Livingston
Financial Advisor, Internship Director
Brad Martin
Managing Director
Peter Petri
Managing Director
Tommy Bohanon
Managing Director
Joe Moore
Managing Director
Randy Parker
Managing Sales Director And Financial Advisor
Robert Porack
Senior Managing Director, Financial Advisor
Company overview
| Headquarters | 200 Clarendon Street , 19th Fl., Boston, MA, USA 02116, US |
| Phone number | +12027086875769 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Wealth Management, Disability Insurance, Business Succession, Special Needs Planning, Retirement Planning, Life Insurance, Insurance, Financial Planning, Estate Planning, Financial Products, 401K, Iras, Annunities, Wills / Trusts |
| Founded | 1901 |
| Employees | 501-1000 |
| Socials |
Baystate Financial Email Formats
Baystate Financial uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@baystatefinancial.com), used 49.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@baystatefinancial.com | 49.8% |
{first initial}{last name} | jdoe@baystatefinancial.com | 44.1% |
{last name}{last name} | doedoe@baystatefinancial.com | 2.5% |
{first initial}.{last name} | j.doe@baystatefinancial.com | 1.4% |
About Baystate Financial
For over a century, Baystate Financial has been helping clients gain clarity and financial independence—empowering them to build, protect, and distribute wealth with confidence. Our award-winning firm is built on a foundation of expertise, collaboration, and a deep commitment to client success. Since 1901, we’ve developed the knowledge and experience to guide individuals, families, and businesses through the complexities of financial planning, estate strategies, and retirement solutions. "Baystate Financial's greatest strength is its network of talented people, their passion for their work, and the collaborative culture they embrace. Across New England, our associates make us a best place to work. We are committed to fostering an environment that encourages their best thinking and supports their personal and professional development—so we can bring the best to each other and to our clients every day." — David C. Porter, Managing Partner With 17 offices across New England and Florida and a team dedicated to delivering tailored financial solutions, Baystate Financial is here to help you navigate your financial future with clarity and confidence. 🔗 Learn more: baystatefinancial.com/who-we-are/news/ Securities and investment advisory services through MMLIS member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive, 16th Floor, Boston, MA 02110 617-585-4500. CRN202803-8347822 https://baystatefinancial.com/licensing/ Best Places to Work 2023 | Community Service Awards GOLD WINNER 2023 | Top Work Places 2023 | Top Places to Work 2024 | Corporate Citizenship Award Winner | Best Places to Work Rhode Island
Employees by Management Level
Total employees: 501-1000
Seniority
Employees
Employees by Department
Baystate Financial has 346 employees across 11 departments.
Departments
Number of employees
Funding Data
Baystate Financial has never raised funding before.
Baystate Financial Tech Stack
Discover the technologies and tools that power Baystate Financial's digital infrastructure, from frameworks to analytics platforms.
Performance
Form builders
JavaScript libraries
JavaScript libraries
Maps
JavaScript libraries
Analytics
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Programming languages
Belgium
France
Poland
Frequently asked questions
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