Loring Wolcott and Coolidge Trust Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Loring Wolcott and Coolidge Trust's estimated annual revenue is currently $26.7M per year.(i)
  • Loring Wolcott and Coolidge Trust's estimated revenue per employee is $210,000

Employee Data

  • Loring Wolcott and Coolidge Trust has 127 Employees.(i)
  • Loring Wolcott and Coolidge Trust grew their employee count by 5% last year.

Loring Wolcott and Coolidge Trust's People

NameTitleEmail/Phone
1
Head the Sustainability GroupReveal Email/Phone
2
ControllerReveal Email/Phone
3
Head Information TechnologyReveal Email/Phone
4
Head Equity and Fixed Income TraderReveal Email/Phone
5
Head Fiduciary ServicesReveal Email/Phone
6
Head Investment OperationsReveal Email/Phone
7
Managing Director and General CounselReveal Email/Phone
8
Assistant Portfolio ManagerReveal Email/Phone
9
Manager Business Analysis & DevelopmentReveal Email/Phone
10
Tax AdvisorReveal 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 Loring Wolcott and Coolidge Trust?

At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits.\r\n\r\nLoring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances.\r\n\r\nAt Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.

keywords:N/A

N/A

Total Funding

127

Number of Employees

$26.7M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Loring Wolcott and Coolidge Trust News

2022-04-20 - Progress Software Co. (NASDAQ:PRGS) Director Sells ...

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA purchased a new stake in Progress Software during the 1st quarter worth approximately...

2022-04-19 - Jeffrey D. Jordan Sells 7000 Shares of Airbnb, Inc. (NASDAQ ...

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA bought a new stake in shares of Airbnb during the 4th quarter worth $25,000.

2022-04-19 - Lindblad Expeditions Holdings, Inc. (NASDAQ:LIND) Director ...

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 60,593 shares of the company's stock worth $945,000 after purchasing an additional...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$18.4M1279%$46.8M
#2
$26.7M127-1%N/A
#3
$15M12734%N/A
#4
$18.6M128N/AN/A
#5
$28.2M12821%N/A