Northeast Retirement Services Revenue
Financial Services • 
Woburn, Massachusetts, United States • 51-100 Employees
Northeast Retirement Services revenue & valuation
| Annual revenue | $13,000,000 |
| Revenue per employee | $195,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $41,600,000 |
| Total funding | No funding |
Key Contacts at Northeast Retirement Services
Don Doherty
Vice President- Director Of Business Development
Freddie Jacobs
President, Chief Executive Officer
Don Doherty
Director Of Business Development
Charlie R.
Chief Technology Officer
Company overview
| Headquarters | 12 Gill Street, Suite 2600, Woburn, MA 01801, US |
| Phone number | +17819389595 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Third Party Administration, PEP, Endowments And Foundations, Collective Investment Trusts, Transfer Agent, Unitization, Plan Accounting, Directed Trustee Services, Ocio, Donor Advised Funds, Master Trust, Custom Accounting Solutions, Retirement Asset Services, Collective Trust Sponsor, Llc Manager, Target Date Fund Administration, Group Trusts, Cits, Customized Fund Of Funds, Master Feeder Funds, Non-Profit Asset Services, Non-Registered Funds, Proprietary Funds |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
Northeast Retirement Services Email Formats
Northeast Retirement Services uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@nrstpa.com), used 74.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@nrstpa.com | 74.4% |
{first name}{last name} | johndoe@nrstpa.com | 11.6% |
{last name}{last name} | doedoe@nrstpa.com | 11.6% |
{first initial} | j@nrstpa.com | 2.3% |
About Northeast Retirement Services
Northeast Retirement Services (NRS) provides a full range of institutional services to asset managers and asset owners including transfer agency, master trust plan accounting, fund unitization, fund-of-fund solutions, and fiduciary services. NRS combines an unmatched blend of in-depth ERISA expertise, outstanding client service, and proprietary technology to deliver services and solutions to the institutional marketplace. Founded in 1999, and a wholly owned subsidiary of Community Bank System, Inc. (NYSE: CBU), NRS administers over $1.4 trillion (USD) in assets. For more information, please contact Vincent Manning, Chief Development Officer, at 781-970-5051 or vmanning@nrstpa.com.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Northeast Retirement Services has 33 employees across 9 departments.
Departments
Number of employees
Funding Data
Northeast Retirement Services has never raised funding before.
Northeast Retirement Services Tech Stack
Discover the technologies and tools that power Northeast Retirement Services's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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