Appleton Partners
Finance · Massachusetts, United States · 51-200 Employees
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Overview
Headquarters
1 Post Office Sq Fl 6, Boston, Massachus...Phone Number
(617) 338-0700Website
www.appletonpartners.comRevenue
$5.7 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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About Appleton Partners
Appleton Partners, Inc. specializes in personalized financial planning and wealth management solutions tailored to meet the unique needs of its clients. The firm emphasizes building strong relationships and offers customized investment strategies, estate planning, and portfolio management. With a commitment to independence and accessibility, Appleton ensures that clients receive dedicated attention and collaboration throughout their financial journey. The company is 100% employee-owned and has been operating since 1986, managing over $12.5 billion in assets.Explore more
Appleton Partners Org Chart
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Activity Insights
Appleton Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Appleton Partners Tech Stack
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Appleton Partners News & Media
Appleton Partners, Inc. completes two years with Arcons Technology's client Portal and billing solutions
SAN CARLOS, Calif., Jan. 28, 2022 /PRNewswire/ -- Arcons Technology announced that Appleton Partners, Inc., headquartered in Boston, MA which manages over $12.5 Billion in assets, has successfully completed 2 years with their client & advisor Portal and the billing platform, billPort....Appleton Partners Announces New Municipal Opportunity Zone Credit Strategy
BOSTON--(BUSINESS WIRE)--#OpportunityZones--Appleton Partners’ new separate account municipal bond investment strategy gives investors the potential to benefit from Economic Opportunity Zones.
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Appleton Partners, Inc. specializes in personalized financial planning and wealth management solutions tailored to meet the unique needs of its clients. The firm emphasizes building strong relationships and offers customized investment strategies, estate planning, and portfolio management. With a commitment to independence and accessibility, Applet... Read More
