Winthrop Wealth Revenue and Competitors
Estimated Revenue & Valuation
- Winthrop Wealth's estimated annual revenue is currently $3.8M per year.
- Winthrop Wealth's estimated revenue per employee is $147,000
Employee Data
- Winthrop Wealth has 26 Employees.
- Winthrop Wealth grew their employee count by 0% last year.
Winthrop Wealth's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Co-Chief Investment Officer | Reveal Email/Phone |
2 | Chief Technology Officer | Reveal Email/Phone |
3 | Chief Operating Officer / Wealth Advisor | Reveal Email/Phone |
4 | Director, Operations and Client Service | Reveal Email/Phone |
5 | Associate Director, Client Communications and Marketing | Reveal Email/Phone |
6 | Director Operations and Client Service | Reveal Email/Phone |
7 | Director, Advanced Planning | Reveal Email/Phone |
8 | Associate Portfolio Manager | Reveal Email/Phone |
9 | Associate, Operations and Client Service | Reveal Email/Phone |
10 | President, Founding Partner, and Wealth Advisor | Reveal Email/Phone |
Winthrop Wealth 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 Winthrop Wealth?
Our purpose is to help clients pursue a high level of personal fulfillment and happiness. We support that pursuit by empowering them to become knowledgeable and active stewards of their financial resources. The wealth management strategies we create bring simplicity and confidence to clients' complex financial lives. They are comprehensive, and customized to pursue clients' unique needs. As a multi-generational wealth management firm with over thirty years of experience, we bring a credentialed team that is second to none. Our Client-first approach to service delivers the personalized service our clients expect and deserve. Disclosure: Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial. . For a list of states in which the financial consultants affiliated with Winthrop Wealth are registered to do business, please visit www.winthropwealth.com Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Total Funding
26
Number of Employees
$3.8M
Revenue (est)
0%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Boston
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $1.8M | 26 | -24% | $1.1M |
#2 | $1.8M | 26 | 53% | $81.7M |
#3 | $4.6M | 26 | N/A | N/A |
#4 | $3M | 26 | 37% | $44M |
#5 | $3.5M | 26 | 8% | N/A |