Loring, Wolcott & Coolidge Trust
Financial Services • 
Boston, Massachusetts, United States • 101-200 Employees
Company overview
| Headquarters | 230 Congress Street, 12th Floor, Boston, MA 02110, US |
| Phone number | +16175236531 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Family Office, Ancillary Services, Financial Planning, Tax Preparation, Philanthropic Strategies, Estate Planning & Settlement |
| Employees | 101-200 |
| Socials |
Key Contacts at Loring, Wolcott & Coolidge Trust
Qiang Esg
Director Of Esg, Sustainability Group
Jonathan Korb
Managing Director And General Counsel
Loring, Wolcott & Coolidge Trust Email Formats
Loring, Wolcott & Coolidge Trust uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@lwcotrust.com), used 78.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lwcotrust.com | 78.9% |
{first name}{last name} | johndoe@lwcotrust.com | 17.5% |
{first initial} | j@lwcotrust.com | 1.8% |
{second initial}{last name} | odoe@lwcotrust.com | 1.8% |
About Loring, Wolcott & Coolidge Trust
At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.
Loring, Wolcott & Coolidge Trust revenue & valuation
| Annual revenue | $6,321,550 |
| Revenue per employee | $57,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $20,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Loring, Wolcott & Coolidge Trust has 51 employees across 7 departments.
Departments
Number of employees
Funding Data
Loring, Wolcott & Coolidge Trust has never raised funding before.
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