Loring Wolcott and Coolidge Trust Revenue and Competitors
Estimated Revenue & Valuation
- Loring Wolcott and Coolidge Trust's estimated annual revenue is currently $26.7M per year.
- Loring Wolcott and Coolidge Trust's estimated revenue per employee is $210,000
Employee Data
- Loring Wolcott and Coolidge Trust has 127 Employees.
- Loring Wolcott and Coolidge Trust grew their employee count by 5% last year.
Loring Wolcott and Coolidge Trust's People
Name | Title | Email/Phone |
---|---|---|
1 | Head the Sustainability Group | Reveal Email/Phone |
2 | Controller | Reveal Email/Phone |
3 | Head Information Technology | Reveal Email/Phone |
4 | Head Equity and Fixed Income Trader | Reveal Email/Phone |
5 | Head Fiduciary Services | Reveal Email/Phone |
6 | Head Investment Operations | Reveal Email/Phone |
7 | Managing Director and General Counsel | Reveal Email/Phone |
8 | Assistant Portfolio Manager | Reveal Email/Phone |
9 | Manager Business Analysis & Development | Reveal Email/Phone |
10 | Tax Advisor | Reveal Email/Phone |
Loring Wolcott and Coolidge Trust Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
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/AN/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
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA purchased a new stake in Progress Software during the 1st quarter worth approximately...
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA bought a new stake in shares of Airbnb during the 4th quarter worth $25,000.
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 Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $18.4M | 127 | 9% | $46.8M |
#2 | $26.7M | 127 | -1% | N/A |
#3 | $15M | 127 | 34% | N/A |
#4 | $18.6M | 128 | N/A | N/A |
#5 | $28.2M | 128 | 21% | N/A |