Winthrop Partners Revenue

Investment Management • Buffalo, New York, United States • 1-10 Employees

Winthrop Partners revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at Winthrop Partners

Keith Saunders

Director

Company overview

Headquarters	835 Washington Street, 118, Buffalo, NY 14203, US
Phone number	+12674547551
Website	winthroppartners.com
NAICS	5231
SIC	628
Keywords	Financial Management, Retirement Planning, Investment Management, Wealth Planning, Financial Planning, Nil Planning
Founded	2015
Employees	1-10
Socials

Winthrop Partners Email Formats

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

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

About Winthrop Partners

Winthrop Partners is an independent, fee-only, employee-owned firm built around one simple principle: always act in the client’s best interest. As fiduciary financial advisors, we are legally and ethically bound to put your goals first—without commissions, hidden incentives, or outside shareholders influencing our advice. Our team provides personalized investment management and retirement planning services tailored to the unique needs of individuals nearing or in retirement. Being employee-owned means we’re fully accountable to the people we serve, not a parent company. We’re free to offer objective guidance based solely on what’s right for each client. Whether it’s helping you build a retirement income strategy, optimize your tax planning, or preserve generational wealth, our mission is clear: deliver smart, transparent, and conflict-free advice that puts you in control of your financial future. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. Past performance is not indicative of future results.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Director

Entry

Employees by Department

Winthrop Partners has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Winthrop Partners has never raised funding before.

Winthrop Partners Tech Stack

Discover the technologies and tools that power Winthrop Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

WP Rocket

Caching

Animate.css

UI frameworks

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

BoldGrid

Blogs

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Winthrop Partners is located in Buffalo, New York, US.

You can reach Winthrop Partners at +12674547551.

Winthrop Partners generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Winthrop Partners has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Winthrop Partners was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Winthrop Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Winthrop Partners

Keith Saunders

Director

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