Beaumont Financial Partners Revenue and Competitors

Needham, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Beaumont Financial Partners's estimated annual revenue is currently $5M per year.(i)
  • Beaumont Financial Partners's estimated revenue per employee is $168,000

Employee Data

  • Beaumont Financial Partners has 30 Employees.(i)
  • Beaumont Financial Partners grew their employee count by 7% last year.

Beaumont Financial Partners's People

NameTitleEmail/Phone
1
Chief Compliance OfficerReveal Email/Phone
2
Director Service and Financial OperationsReveal Email/Phone
3
Relationship and Private Client Portfolio ManagerReveal Email/Phone
4
Portfolio ManagerReveal Email/Phone
5
Relationship ManagerReveal Email/Phone
6
Portfolio ManagerReveal Email/Phone
7
Portfolio ManagerReveal Email/Phone
8
Tax ManagerReveal Email/Phone
9
Relationship ManagerReveal Email/Phone
10
Relationship ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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What Is Beaumont Financial Partners?

Beaumont Financial Partners, LLC (and its predecessor firms) is a fee-based registered investment advisory firm specializing in wealth management for high net worth individuals. We have been delivering a range of wealth management services to affluent individuals and families, small businesses, and nonprofits for over 30 years. The word “partnership” in our name reflects our business philosophy: we treat the people with whom we do business as partners, not simply as clients or customers. This may be why many clients are intergenerational and our work relationships go back decades. While the majority of our business is within greater Boston, we have relationships with people and families all over the world. At Beaumont Financial Partners, we are organized for and strive to build and sustain long-term, multigenerational relationships. We accomplish that by blending our investment management, tax, financial planning and coordination expertise — skills and disciplines that benefit our clients on an ongoing basis. We believe that individuals and families strongly desire, but rarely can identify, a single advisor who can provide objective, sophisticated, tailored, and ongoing wealth management counsel. Beaumont Financial Partners’ mission is to be that advisor.

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Total Funding

30

Number of Employees

$5M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6M30-14%N/A
#2
$6.1M303%N/A
#3
$6.5M303%N/A
#4
$3.5M30N/AN/A
#5
$3.6M31-18%N/A