Great Diamond Partners
Likely to Engage tag.Highly Engaged Employees

Finance · Maine, United States · 1-10 Employees

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Overview

Headquarters

22 Monument Sq Ste 300, Portland, Maine,...

Phone Number

(207) 274-2500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Great Diamond Partners

Great Diamond Partners is an independent wealth management firm based in Portland, Maine, dedicated to providing comprehensive financial planning and investment strategies. The firm emphasizes a client-focused service approach, fostering a culture of well-being for clients, team members, and the community. With a locally owned and operated model, they offer a personal touch that distinguishes them from larger corporate firms. Their mission is to empower clients to achieve significant goals beyond just wealth accumulation.Explore more
Great Diamond Partners's Social MediaPopular SearchesGreat Diamond Partners LLCGreat Diamond PartnersDiamond Partners LLCGreat Diamond Partners 19SIC Code 62,628NAICS Code 52,523Show more

Great Diamond Partners Org Chart

PhoneEmail
LD
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Client Relationship Manager

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MS
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Brand Manager

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MD
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Portfolio Manager & Trader

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JP
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Founding Partner

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BL
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Client Relationship Specialist

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TV
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Client Relationship Specialist

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WA
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Financial Advisor

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Great Diamond Partners

<$5M
1-10
Private
<$5M
2001
LD
Lisa DemersClient Relationship Manager
<$5M
11-50
Private
-
1998
<$5M
11-50
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-
1989
SF
Sean FitzPatrickManaging Director
<$5M
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-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
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-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
2009
PP
Paul PrescottChief Financial Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Great Diamond Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Great Diamond Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Great Diamond Partners.

Great Diamond Partners financials insights

Gather financial insights about Great Diamond Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Great Diamond Partners Tech Stack

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Most Recent Scoops

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Frequently Asked Questions Regarding Great Diamond Partners

What is Great Diamond Partners's official website?
Great Diamond Partners's official website is www.greatdiamondpartners.com
What is Great Diamond Partners's Revenue?
Great Diamond Partners's revenue is <$5 Million
What is Great Diamond Partners's SIC code?
Great Diamond Partners's SIC: 62,628
What is Great Diamond Partners's NAICS code?
Great Diamond Partners's NAICS: 52,523
How many employees does Great Diamond Partners have?
Great Diamond Partners has 1-10 employees
What industry does Great Diamond Partners belong to?
Great Diamond Partners is in the industry of: Finance, Securities Trading
What is Great Diamond Partners competition?
Great Diamond Partners top competitors include: Westover Capital Advisors, O'keeffe Financial Partners, Radnor Financial Advisors, Sandy Cove Advisors
What technology does Great Diamond Partners use?
Some of the popular technologies that Great Diamond Partners uses are: WordPress.org, PHP, Cloudflare Website Optimization, Microsoft 365
How do I contact Great Diamond Partners?
Great Diamond Partners contact info: Phone number: (207) 274-2500 Website: www.greatdiamondpartners.com
What does Great Diamond Partners do?

Great Diamond Partners is an independent wealth management firm based in Portland, Maine, dedicated to providing comprehensive financial planning and investment strategies. The firm emphasizes a client-focused service approach, fostering a culture of well-being for clients, team members, and the community. With a locally owned and operated model, t... hey offer a personal touch that distinguishes them from larger corporate firms. Their mission is to empower clients to achieve significant goals beyond just wealth accumulation.Read More

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

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