Choate Investment Advisors Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Choate Investment Advisors's estimated annual revenue is currently $4.3M per year.(i)
  • Choate Investment Advisors's estimated revenue per employee is $158,900

Employee Data

  • Choate Investment Advisors has 27 Employees.(i)
  • Choate Investment Advisors grew their employee count by 50% last year.

Choate Investment Advisors's People

NameTitleEmail/Phone
1
Managing DirectorReveal Email/Phone
2
Managing DirectorReveal Email/Phone
3
Director Portfolio AnalyticsReveal Email/Phone
4
Director ResearchReveal Email/Phone
5
Portfolio ManagerReveal Email/Phone
6
Portfolio ManagerReveal Email/Phone
7
Special Projects AnalystReveal Email/Phone
8
Investment AnalystReveal Email/Phone
9
Investment AnalystReveal Email/Phone
10
Client Service SpecialistReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$17.7M784%N/AN/A
#2
$1.6M12N/AN/AN/A
#3
$42.7M1719%N/AN/A
#4
$12.7M6227%N/AN/A
#5
$4M259%N/AN/A
#6
$0.8M1614%N/AN/A
#7
$328.9M1035-3%N/AN/A
#8
$360.1M11336%N/AN/A
#9
$3.3M21-12%N/AN/A
#10
$4.4M288%N/AN/A
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What Is Choate Investment Advisors?

In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise in all these areas. Choate Investment Advisors work together with other members of the wealth management group and experts across the firm to offer clients professional, holistic advice that will add substantial value over the long term.\n\nOur open architecture model of evaluating and providing access to the best-in-class asset managers allows us to be objective and provide clients with independent, unbiased advice. Our objectives are directly aligned with clients’ best interests.\n\nOur institutional scale allows us to access investment opportunities that are unavailable to most individual retail investors. Our team of seasoned investment professionals helps clients meet their long-term objectives by controlling risk through sophisticated asset allocation, selecting and providing access to best-in-class investment vehicles, and maximizing after-tax returns by managing portfolios in a tax-sensitive manner.\n\nOur experienced investment team listens carefully to clients to understand their unique financial situation and goals. Working together, we develop a customized, integrated investment plan to achieve those goals as efficiently as possible with minimized risk.\n\nhttps://www.choateia.com/disclosures.html

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N/A

Total Funding

27

Number of Employees

$4.3M

Revenue (est)

50%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$2M27-27%$35.1M
#2
$2.5M27-7%N/A
#3
$1.9M2729%$507.3M
#4
$2.7M27N/AN/A
#5
$1.9M27-25%N/A