Woodstock Corporation Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Woodstock Corporation's estimated annual revenue is currently $5.9M per year.(i)
  • Woodstock Corporation's estimated revenue per employee is $168,000

Employee Data

  • Woodstock Corporation has 35 Employees.(i)
  • Woodstock Corporation grew their employee count by 9% last year.

Woodstock Corporation's People

NameTitleEmail/Phone
1
Chairman & CEOReveal Email/Phone
2
SVP, Porfolio ManagerReveal Email/Phone
3
VP, Investment Operations ManagerReveal Email/Phone
4
SVP- Portfolio ManagerReveal Email/Phone
5
SVP / Portfolio ManagerReveal Email/Phone
6
President - Portfolio ManagerReveal Email/Phone
7
Portfolio Manager/AnalystReveal Email/Phone
8
Portfolio ManagerReveal Email/Phone
9
Executive AssistantReveal Email/Phone
10
Portfolio AdministratorReveal 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 Woodstock Corporation?

Woodstock Corporation is a privately-owned wealth management firm. We provide highly personalized portfolio management services, financial counseling, personal trust and fiduciary services, and investment services to high-net-worth individuals and their families, trustees, corporations, and philanthropic institutions. As one of Boston’s oldest private wealth management firms, Woodstock has a clear and straightforward mission: to create and preserve wealth for our clients. We formulate an investment strategy and provide the asset management services that we believe will best help clients achieve goals and secure their financial future. Woodstock is dedicated to meeting or exceeding expectations, both in terms of investment performance and with the array of financial and advisory services we offer. We are committed to delivering unparalleled service, and as registered investment advisors and fiduciaries, we are required to put our clients’ needs ahead of our own. We provide frequent communication, encouraging the kind of open exchange that builds confidence in us as trusted advisors and that fosters peace of mind for those we serve. As a fee-only firm, our goals are aligned with yours. We invite you to learn more about how we can put our experience to work for you.

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Total Funding

35

Number of Employees

$5.9M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.1M35-36%N/A
#2
$4.1M35-15%N/A
#3
$7M356%$46M
#4
$3.7M35-46%$37.2M
#5
$3.9M35N/AN/A