Loring Wolcott and Coolidge Trust Revenue and Competitors
Estimated Revenue & Valuation
- Loring Wolcott and Coolidge Trust's estimated annual revenue is currently $27.3M per year.
- Loring Wolcott and Coolidge Trust's estimated revenue per employee is $210,000
Employee Data
- Loring Wolcott and Coolidge Trust has 130 Employees.
- Loring Wolcott and Coolidge Trust grew their employee count by 2% 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 Equity and Fixed Income Trader | Reveal Email/Phone |
4 | Head Fiduciary Services | Reveal Email/Phone |
5 | Head Investment Operations | Reveal Email/Phone |
6 | Managing Director and General Counsel | Reveal Email/Phone |
7 | Tax Manager | 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 | $35.1M | 152 | -8% | N/A | N/A |
#2 | $128.6M | 490 | 6% | N/A | N/A |
#3 | $3.8M | 26 | 136% | $7.5M | N/A |
#4 | $1.4M | 11 | 38% | N/A | N/A |
#5 | $7.9M | 47 | 62% | N/A | N/A |
#6 | $16.8M | 80 | 33% | N/A | N/A |
#7 | $3.2M | 22 | -53% | N/A | N/A |
#8 | $6.9M | 41 | -5% | N/A | N/A |
#9 | $47.1M | 204 | -2% | N/A | N/A |
#10 | $164.9M | 0 | N/A | 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
130
Number of Employees
$27.3M
Revenue (est)
2%
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 | $37.7M | 130 | 21% | N/A |
#2 | $15M | 130 | N/A | N/A |
#3 | $29.5M | 130 | 3% | N/A |
#4 | $1.7M | 130 | 10% | N/A |
#5 | $33.1M | 131 | 7% | N/A |