Lexington Wealth Management Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Lexington Wealth Management's estimated annual revenue is currently $4.1M per year.(i)
  • Lexington Wealth Management's estimated revenue per employee is $98,800

Employee Data

  • Lexington Wealth Management has 42 Employees.(i)
  • Lexington Wealth Management grew their employee count by 17% last year.

Lexington Wealth Management's People

NameTitleEmail/Phone
1
Co-FounderReveal Email/Phone
2
CEO & Co-FounderReveal Email/Phone
3
Director EducationReveal Email/Phone
4
Director (Education, Investment Tax Strategy)Reveal Email/Phone
5
Managing DirectorReveal Email/Phone
6
Director, Family Wealth & Estate PlanningReveal Email/Phone
7
Managing Director - Advisor ServiceReveal Email/Phone
8
Director Investment Tax StrategyReveal Email/Phone
9
Senior Wealth AdvisorReveal Email/Phone
10
Wealth Management AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$23390M809186%N/A$99.4B
#2
$16M76-5%N/AN/A
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What Is Lexington Wealth Management?

Lexington Wealth is a boutique, fee-only, conflict free investment advisory firm that provides concierge services to meet your all encompasing needs. Established in 1997, the firm is based in Boston and Manhattan and serves clients with a net worth in the $2 to $50 million range. Our practice has come a long way in a decade, growing under the leadership of co-founders Mike Tucci and Kristine Porcaro into a unique independent advisory firm with a specialized focus on personalized attention and innovative investing. Using a novel approach to relationships and portfolios, we develop a comprehensive understanding of clients' lives and then leverage world-class research, a best-in-class reporting package and forward-thinking investment strategies to protect and nurture client wealth down through generations

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N/A

Total Funding

42

Number of Employees

$4.1M

Revenue (est)

17%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Lexington Wealth Management News

2022-04-19 - Bluespring Wealth Partners Completes Sixth Transaction Of 2022 With Acquisition Of $280 Million Joule Financial

Established in 2001, Joule Financial is led by Quint Tatro, Managing Director and CIO, and Daniel Czulno, Managing Director and COO. The firm...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.4M420%N/A
#2
$8.3M428%N/A
#3
$9.1M425%N/A
#4
$5.4M425%N/A
#5
$11M42-38%N/A