Windsor Private Wealth Revenue

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

Windsor Private Wealth revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Windsor Private Wealth

Juli Rahill

Director Of Client Service & Operations

Company overview

Headquarters	125 High St, Suite 220, Boston, Massachusetts 02110, US
Phone number	+18573225630
Websites	windsorprivatewealth.com windsorpw.com
NAICS	5231
Founded	2020
Employees	1-10
Socials

Windsor Private Wealth Email Formats

Windsor Private Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@windsorprivatewealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@windsorprivatewealth.com	66.7%
{first name}.{last name}	john.doe@windsorprivatewealth.com	33.3%

About Windsor Private Wealth

At Windsor Private Wealth, we specialize in providing personalized wealth management and concierge services tailored to the unique needs of each client. Our team combines strategic financial expertise with an unwavering commitment to exceptional service, empowering individuals and families to achieve their financial goals while enjoying confidence and clarity for the future. We begin by developing a deep, nuanced understanding of each family’s challenges, needs, and aspirations. With this insight, we craft and implement highly customized, comprehensive wealth management strategies that integrate every facet of their financial world. Our services, including personalized cash flow modeling, portfolio optimization, liability management, philanthropy strategies, risk management, lifestyle management, and detailed reporting, are meticulously coordinated to ensure every decision aligns with our clients' long-term goals and enhances the quality of their lives. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Windsor Private Wealth and any other entity listed herein are not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosure 857-328-1100 125 High Street Ste 220 Boston, MA 02110 https://www.windsorprivatewealth.com/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Partner

Funding Data

Windsor Private Wealth has never raised funding before.

Windsor Private Wealth Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Windsor Private Wealth is located in Boston, Massachusetts, US.

You can reach Windsor Private Wealth at +18573225630.

Windsor Private Wealth generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Windsor Private Wealth has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Windsor Private Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Windsor Private Wealth

Juli Rahill

Director Of Client Service & Operations

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