Mayflower Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
265 Franklin St Ste 401, Boston, Massach...Phone Number
(617) 259-1767Website
www.mayfloweradvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
2
2
2
2
About Mayflower Advisors
Mayflower Advisors LLC is an independent Registered Investment Advisor (RIA) firm focused on preserving and growing wealth for individuals, retirement plan sponsors, endowments, and foundations. The firm offers a range of services including financial planning, estate planning, tax-smart investing, and risk management, tailored to meet the unique needs of each client. With a team of over 15 wealth managers, Mayflower Advisors utilizes advanced financial products and strategies to help clients navigate their financial journeys. Their commitment to excellence, honesty, and integrity fosters lifelong relationships with clients across various life stages.Explore more
Mayflower Advisors Org Chart
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Company Profile Activity
Activity Insights
Mayflower Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Mayflower Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mayflower Advisors.
Mayflower Advisors financials insights
Gather financial insights about Mayflower Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Mayflower Advisors Tech Stack
A closer look at the technologies used by Mayflower Advisors
Most Recent Scoops
Project
, according to a mid-level source in Operations Management, is in the midst of initiatives related to accounting and finance software. Mayflower Advisors is currently evaluating vendors to support these efforts. The organization is leveraging separately managed accounts (SMA) software as part of these initiatives.
Accounting, Financial Systems, Software, Financial Reporting, Finance, Operations
Project
, according to a mid-level source in Operations Management, is in the midst of initiatives related to data accessibility. Mayflower Advisors is currently evaluating vendors to support these efforts. The organization is focusing on a customer relationship management (CRM) solution as part of these initiatives.
CRM, Data Management, Data Warehousing, Accessibility, Operations
Project
, according to a mid-level source in Operations Management, is planning to begin initiatives related to digital transformation within three months.
Digital Transformation, Operations
Pain Point
Project
, according to a mid-level source in Operations Management, is planning to remediate challenges related to artificial intelligence and machine learning.
Pain Point, Machine Learning, Artificial Intelligence, Operations
Project
Implementation, Operations
Mayflower Advisors News & Media
Mayflower Advisors Celebrates 15-Year Milestone With Recent Independent RIA Launch
BOSTON, Dec. 2, 2020 /PRNewswire/ -- Mayflower Advisors, a boutique investment and financial advisory practice with $3.75 billion in assets under management, is proud to celebrate 15 years of partnership and collaboration—marking the milestone as a recently launched independent registered...Mayflower Advisors Recognized Among Financial Times' Top Retirement Advisers (FT 401) of 2020
BOSTON, Oct. 22, 2020 /PRNewswire/ -- Mayflower Advisors, a boutique investment and financial advisory group that recently launched as an independent registered investment advisor (RIA), is pleased to announce its inclusion on Financial Times' prestigious "FT 401" ranking of the nation's...Mayflower Advisors Celebrates History & Education with Mayflower Sails 2020 Sponsorship
Mayflower Advisors is proud to sponsor The Mayflower's ambitious restoration and steadfast commitment to education.
Read more news
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Frequently Asked Questions Regarding Mayflower Advisors
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Mayflower Advisors LLC is an independent Registered Investment Advisor (RIA) firm focused on preserving and growing wealth for individuals, retirement plan sponsors, endowments, and foundations. The firm offers a range of services including financial planning, estate planning, tax-smart investing, and risk management, tailored to meet the unique ne... Read More
