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Stonehearth Capital Management

Stonehearth Capital Management Revenue

Financial ServicesFlag of US100 Conifer Hill Dr, STE 105, United States1-10 Employees

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Stonehearth Capital Management revenue & valuation

Annual revenue$684,440
Revenue per employee$86,000
Estimated valuation?$2,200,000
Total fundingNo funding

Key Contact at Stonehearth Capital Management

Flag of US

Jamie Upson

President & CEO

Company overview

Headquarters100 Conifer Hill Dr, STE 105, Danvers, Massachusetts 01923, US
Phone number+1019231164
Website
NAICS52
SIC621
Keywords
Tax Planning, Insurance Planning, Investing, Wealth Management, Education Planning, Finance, Financial Planning, Estate Planning, Investment Management
Employees1-10
Socials

Stonehearth Capital Management Email Formats

Stonehearth Capital Management uses 3 email formats. The most common is {first initial} (e.g., j@stonehearthcapital.com), used 75% of the time.

FormatExamplePercentage
{first initial}
j@stonehearthcapital.com
75%
{first name}
john@stonehearthcapital.com
12.5%
{first name}{last name}
johndoe@stonehearthcapital.com
12.5%

About Stonehearth Capital Management

We are active risk managers who build durable, all-weather portfolios to help clients fulfill their long-term financial goals. Our highly experienced investment managers follow sophisticated and strictly disciplined strategies to help you build your wealth, while carefully managing risks in all market environments. While we work with a wide variety of clients, many of our clients come to us for guidance during life’s important financial transitions or those of whom may be tackling financial issues for the first time. When you bring us your challenges and personal financial goals, you can be sure that we’ve worked with clients in your situation before. Schedule a FREE Introductory Call with us to discuss your personal financial situation and how we can help. www.calendly.com/jamieupson/introductorycall 100 Conifer Hill Drive Unit 105 | Danvers, MA | 01923 | (978) 624-3000

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite
Entry
Senior

Employees by Department

Stonehearth Capital Management has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Stonehearth Capital Management has never raised funding before.

Stonehearth Capital Management Tech Stack

Discover the technologies and tools that power Stonehearth Capital Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

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reCAPTCHA

reCAPTCHA

Security

lit-element

lit-element

JavaScript libraries

Google Maps

Google Maps

Maps

lit-html

lit-html

JavaScript libraries

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Adobe Fonts

Adobe Fonts

Font scripts

Squarespace Commerce

Squarespace Commerce

Ecommerce

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

Stonehearth Capital Management is located in 100 Conifer Hill Dr, STE 105, US.
You can reach Stonehearth Capital Management at +1019231164.
Stonehearth Capital Management generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.
Stonehearth Capital Management has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Stonehearth Capital Management has approximately 1-10 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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