Fiduciary Wealth Partners

Financial Services • Boston, Massachusetts, United States • 1-10 Employees

Company overview

Headquarters	177 Huntington Avenue, 20th Floor, Boston, MA 02115, US
Phone number	+16176021900
Websites	fwpwealth.com fwp.partners
NAICS	52
Keywords	Family Office, Wealth Management, Fiduciary, Investment Advisory, Trustee
Founded	2015
Employees	1-10
Socials

Key Contacts at Fiduciary Wealth Partners

James K. Cornell

Co-Founder & Managing Partner

Daniel Grenier

Director

Fiduciary Wealth Partners Email Formats

Fiduciary Wealth Partners uses 2 email formats. The most common is {first initial} (e.g., j@fwpwealth.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@fwpwealth.com	75%
{first name}	john@fwpwealth.com	25%

About Fiduciary Wealth Partners

Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner. We do not have any fee sharing arrangements with managers and do not have any broker-dealer conflicts. In addition, you will never see an arbitration clause in our contracts. Everything we do is focused on assisting trustees, institutions and families with investment consulting, management and overall asset planning strategies.

Fiduciary Wealth Partners revenue & valuation

Annual revenue	$4,685,543
Revenue per employee	$469,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$15,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner

Director

Founder/Owner

Employees by Department

Fiduciary Wealth Partners has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Fiduciary Wealth Partners has never raised funding before.

Fiduciary Wealth Partners Tech Stack

Discover the technologies and tools that power Fiduciary Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

reCAPTCHA

Security

lit-element

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Yoast SEO

SEO

Frequently asked questions

Fiduciary Wealth Partners is located in Boston, Massachusetts, US.

You can reach Fiduciary Wealth Partners at +16176021900.

Fiduciary Wealth Partners was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Fiduciary Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Fiduciary Wealth Partners

James K. Cornell

Co-Founder & Managing Partner

Daniel Grenier

Director

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