Baystate Wealth Management

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

1 Marina Park Dr Fl 16, Boston, Massachu...

Phone Number

(617) 982-5200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Baystate Wealth Management

Mariner Managed Account Solutions provides personalized and customized portfolio management services, acting as a fiduciary to both advisors and clients. The company specializes in developing tailored investment strategies for high-net-worth clients, focusing on customized portfolios, asset allocation, risk management, and effective communication. With a commitment to understanding each client's unique needs, Mariner collaborates closely with advisors to achieve investment goals. Established in 2010, the firm emphasizes integrity, professionalism, and a client-first mindset in all its operations.Explore more
Popular SearchesBaystate Wealth Management LLCbaystatewealth.comBaystate Wealth ManagementBaystate Wealth Management 200BaystatewealthSIC Code 62,628NAICS Code 52,523Show more

Baystate Wealth Management Org Chart

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Director, Investment Operations

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Investment Operations Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baystate Wealth Managemen...

<$5M
11-50
Private
-
-
AB
Andrew BrodyDirector, Investment Operations
$6.7M
11-50
Private
-
1999
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Baystate Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Baystate Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Baystate Wealth Management.

Baystate Wealth Management Tech Stack

A closer look at the technologies used by Baystate Wealth Management

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Frequently Asked Questions Regarding Baystate Wealth Management

What is Baystate Wealth Management's official website?
Baystate Wealth Management's official website is www.baystatewealth.com
What is Baystate Wealth Management's Revenue?
Baystate Wealth Management's revenue is <$5 Million
What is Baystate Wealth Management's SIC code?
Baystate Wealth Management's SIC: 62,628
What is Baystate Wealth Management's NAICS code?
Baystate Wealth Management's NAICS: 52,523
How many employees does Baystate Wealth Management have?
Baystate Wealth Management has 11-50 employees
What industry does Baystate Wealth Management belong to?
Baystate Wealth Management is in the industry of: Finance, Securities Trading
What is Baystate Wealth Management competition?
Baystate Wealth Management top competitors include: Evanson Asset Management, Tribeca Financial, Wealth Advisory Services, Pillar Wealth Management
What companies has Baystate Wealth Management acquired?
Baystate Wealth Management has acquired the companies: RTS Private Wealth Management, Savant Investment Group, Patriot Wealth Management, Singer Xenos
What technology does Baystate Wealth Management use?
Some of the popular technologies that Baystate Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Eploy
How do I contact Baystate Wealth Management?
Baystate Wealth Management contact info: Phone number: (617) 982-5200 Website: www.baystatewealth.com
What does Baystate Wealth Management do?

Mariner Managed Account Solutions provides personalized and customized portfolio management services, acting as a fiduciary to both advisors and clients. The company specializes in developing tailored investment strategies for high-net-worth clients, focusing on customized portfolios, asset allocation, risk management, and effective communication.... With a commitment to understanding each client's unique needs, Mariner collaborates closely with advisors to achieve investment goals. Established in 2010, the firm emphasizes integrity, professionalism, and a client-first mindset in all its operations.Read More

Is Baystate Wealth Management a public company?
Baystate Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Baystate Wealth Management

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