EPG

Business Services · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

205 Newbury St Ste 403, Framingham, Mass...

Phone Number

(800) 535-4544

Revenue

$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About EPG

EPG, Inc. is a trusted partner to the community banking industry, specializing in comprehensive Asset Liability Management services and client-centered investment advisory. With over 25 years of experience, the company offers tailored strategies that integrate asset liability management with investment portfolio management. EPG focuses on understanding the unique needs of community-based financial institutions, delivering actionable advice to support strategic decision-making. Their services include fixed income investing, equity investing, and investment management, all aimed at ensuring client success in a changing financial landscape.Explore more
EPG's Social MediaPopular SearchesEpg IncEPG CorpSIC Code 87,874NAICS Code 54,541Show more

EPG Org Chart

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Chief Operating Officer

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Chief Operating Officer

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David Thomas, President at EPG
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President

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Senior Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EPG

$5M
11-50
Private
-
1992
DM
Deborah MclaughlinChief Operating Officer
$5.9M
11-50
Private
<$5M
1998
Alicia Dator, President, CCO at Sawgrass Asset Management
Alicia DatorPresident, CCO
<$5M
1-10
Private
-
2010
BH
Bradley HainesChief Investment Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

EPG is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

EPG is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about EPG.

EPG Tech Stack

A closer look at the technologies used by EPG

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Frequently Asked Questions Regarding EPG

What is EPG's official website?
EPG's official website is www.epgadv.com
What is EPG's Revenue?
EPG's revenue is $5 Million
What is EPG's SIC code?
EPG's SIC: 87,874
What is EPG's NAICS code?
EPG's NAICS: 54,541
How many employees does EPG have?
EPG has 11-50 employees
What industry does EPG belong to?
EPG is in the industry of: Business Services, Finance, Project Management
What is EPG competition?
EPG top competitors include: Journey Capital Advisers, Evanson Asset Management, Altman Investment Management, Sawgrass Asset Management
What technology does EPG use?
Some of the popular technologies that EPG uses are: WooCommerce, WordPress.org, PHP, HubSpot Marketing Free
How do I contact EPG?
EPG contact info: Phone number: (800) 535-4544 Website: www.epgadv.com
What does EPG do?

EPG, Inc. is a trusted partner to the community banking industry, specializing in comprehensive Asset Liability Management services and client-centered investment advisory. With over 25 years of experience, the company offers tailored strategies that integrate asset liability management with investment portfolio management. EPG focuses on understan... ding the unique needs of community-based financial institutions, delivering actionable advice to support strategic decision-making. Their services include fixed income investing, equity investing, and investment management, all aimed at ensuring client success in a changing financial landscape.Read More

What are EPG social media links?
EPG Linkedin page
Is EPG a public company?
EPG is private company therefore does not currently have an official ticker symbol
See more information about EPG

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