Woodstock

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

101 Arch St Ste 1000, Boston, Massachuse...

Phone Number

(617) 227-0600

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
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1
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About Woodstock

Woodstock Home is an independent private wealth management firm based in Boston, established in 1929, that specializes in serving high-net-worth individuals and multi-generational families. The firm focuses on personalized portfolio management and long-term wealth guidance, helping clients make informed financial decisions that align with their evolving priorities. With a commitment to stewardship across generations, Woodstock emphasizes building strong, long-term relationships with clients while providing customized investment strategies. Their experienced team offers a high level of service, ensuring that each client's unique needs are met with diligence and respect.Explore more
Woodstock's Social MediaPopular SearchesWOODSTOCK CorpWoodstock Ridgewood Development CorpWilliam H DarlingWilliam H Darling CPAWoodstock Services CoSIC Code 62,628NAICS Code 52,523Show more

Woodstock Org Chart

CI
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Chief Executive Officer & Co-Founder

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TS
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Senior Vice President, Portfolio Manager, Ana...

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Portfolio Administrator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Woodstock

<$5M
11-50
Private
-
1929
CI
Chiang IheilungCEO & Co-Founder
$6.4M
11-50
Private
<$5M
2010
N/A
$5M
11-50
Private
<$5M
1967
DC
David CamarilloDirector, Advisory Services
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Woodstock is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Woodstock Tech Stack

A closer look at the technologies used by Woodstock

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Frequently Asked Questions Regarding Woodstock

What is Woodstock's official website?
Woodstock's official website is www.woodstockcorp.com
What is Woodstock's Revenue?
Woodstock's revenue is <$5 Million
What is Woodstock's SIC code?
Woodstock's SIC: 62,628
What is Woodstock's NAICS code?
Woodstock's NAICS: 52,523
How many employees does Woodstock have?
Woodstock has 11-50 employees
What industry does Woodstock belong to?
Woodstock is in the industry of: Finance, Business Services, Securities Trading
What is Woodstock competition?
Woodstock top competitors include: Fountainhead Wealth, Pillar Wealth Management, Radnor Financial Advisors, RPg Family Wealth Advisory
What technology does Woodstock use?
Some of the popular technologies that Woodstock uses are: WordPress.org, PHP, Proofpoint, AppRiver
How do I contact Woodstock?
Woodstock contact info: Phone number: (617) 227-0600 Website: www.woodstockcorp.com
What does Woodstock do?

Woodstock Home is an independent private wealth management firm based in Boston, established in 1929, that specializes in serving high-net-worth individuals and multi-generational families. The firm focuses on personalized portfolio management and long-term wealth guidance, helping clients make informed financial decisions that align with their evo... lving priorities. With a commitment to stewardship across generations, Woodstock emphasizes building strong, long-term relationships with clients while providing customized investment strategies. Their experienced team offers a high level of service, ensuring that each client's unique needs are met with diligence and respect.Read More

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

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