Windhaven Investment Management Revenue

Investment Management • Boston, Massachusetts, United States • 1-10 Employees

Windhaven Investment Management revenue & valuation

Annual revenue	$28,400,000
Revenue per employee	$3,147,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$90,700,000
Total funding	No funding

Key Contact at Windhaven Investment Management

Michael Kelleher

Director

Company overview

Headquarters	One International Place, 33rd Floor, Boston, MA 02110, US
Phone number	+16172418600
Website	windhaveninvestments.com
NAICS	5231
SIC	672
Founded	1994
Employees	1-10
Socials

Windhaven Investment Management Email Formats

Windhaven Investment Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@windhaveninvestments.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@windhaveninvestments.com	100%

About Windhaven Investment Management

Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model. Our mission is to help our clients achieve an attractive rate of return on their investments over the long term while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Head

Funding Data

Windhaven Investment Management has never raised funding before.

Windhaven Investment Management Tech Stack

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

Akamai mPulse

RUM

New Relic

RUM

Drupal

CMS

Optimizely

A/B Testing

Akamai Bot Manager

Security

jQuery

JavaScript libraries

Akamai

CDN

PHP

Programming languages

HSTS

Security

Microsoft Advertising

Advertising

Pinterest Conversion Tag

Analytics

Google Analytics

Analytics

Frequently asked questions

Windhaven Investment Management is located in Boston, Massachusetts, US.

You can reach Windhaven Investment Management at +16172418600.

Windhaven Investment Management generates an estimated annual revenue of $28,320,004. This revenue figure reflects the company's market position and business performance in its industry.

Windhaven Investment Management has an estimated valuation of $90,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Windhaven Investment Management was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

Windhaven Investment Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Windhaven Investment Management

Michael Kelleher

Director

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