Winthrop Wealth Revenue
Financial Services • 
Boston, Massachusetts, United States • 21-50 Employees
Winthrop Wealth revenue & valuation
| Annual revenue | $2,652,205 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,500,000 |
| Total funding | No funding |
Key Contacts at Winthrop Wealth
Michael Banchick
Chief Technology Officer
Alexandra Balukonis
Associate Director, Client Communications And Marketing
Daniel L. Castle
Director, Advanced Planning
Alan Slaughter
Director Of Operations And Client Service
Sajaaa Jay
Hospital Director
Company overview
| Headquarters | 321 Columbus Ave, 3rd Floor, Boston, Massachusetts 02116, US |
| Phone number | +15083666930 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Business Succession Planning, Financial Planning, Retirement Plans, Investment Management, Wealth Planning, Tax And Estate Planning, Institutions And Endowments |
| Founded | 1985 |
| Employees | 21-50 |
| Socials |
Winthrop Wealth Email Formats
Winthrop Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@winthropwealth.com), used 88.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@winthropwealth.com | 88.2% |
{first name}.{last name} | john.doe@winthropwealth.com | 11.8% |
About Winthrop Wealth
Our purpose is to help clients pursue a high level of personal fulfillment and happiness. We support that pursuit by empowering them to become knowledgeable and active stewards of their financial resources. The wealth management strategies we create bring simplicity and confidence to clients' complex financial lives. They are comprehensive, and customized to pursue clients' unique needs. As a multi-generational wealth management firm, some of our advisors bring with them over thirty years of financial industry experience; we cultivate a credentialed team that strives to offer world-class services to our clients each and every day. Our Client-first approach to service delivers the personalized service our clients expect and deserve.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Winthrop Wealth has 6 employees across 5 departments.
Departments
Number of employees
Funding Data
Winthrop Wealth has never raised funding before.
Winthrop Wealth Tech Stack
Discover the technologies and tools that power Winthrop Wealth's digital infrastructure, from frameworks to analytics platforms.
Performance
Security
Security
WordPress plugins
JavaScript libraries
JavaScript libraries
Maps
Analytics
JavaScript libraries
CDN
Video players
SEO
Netherlands
Germany
Israel
Bahrain
Frequently asked questions
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