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Windrose Advisors

windroseadvisor.com
Windrose Advisors is an independent boutique wealth management firm that delivers customized investment advice to families, foundations, and endowments, operating from Waltham, Massachusetts since 2009.
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200911-50 emp
800 South St, Waltham, Massachusetts
$25 Million to 50 Million revenue
Financial Services
NAICS 52
1813•••••00
TECH STACK
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Windrose Advisors campaignconsultative3000 target
Companies like Windrose Advisors — Financial Services, 11-50
“Independent boutique wealth management built for families, foundations, and endowments who want customized investment advice.”
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Companies 29
Decision-makers 30
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Companies like Windrose Advisors — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Windrose Advisorswindroseadvisor.com
Windrose Advisors is an independent boutique wealth management firm that delivers customized investment advice to families, foundaWaltham, Massachusetts11-50
Morgan Stanleymorganstanley.com
JFNAKA
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment bankingNew York, New York5000+
Goldman Sachsgoldmansachs.com
SMJDNC
Goldman Sachs is a 157-year-old global financial institution operating at the center of capital markets, delivering execution acroNew York, New York5000+
Merrill is a wealth management and online investing platform offering personalized investing strategies, financial advice, and guiSan Mateo, California201-1000
Fidelityfidelity.com
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Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Vanguardvanguard.com
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Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
Raymond Jamesraymondjames.com
SBWBMR
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198St. Petersburg, Florida5000+
RHBCPH
MLBEAK
bmo.com is the homepage for Bank of Montreal (BMO) Canada, a major Canadian bank offering personal and business banking services.
SHCUAN
CIBC (Canadian Imperial Bank of Commerce) is a Canadian bank offering personal banking, online and mobile banking, credit cards, s
Northwestern Mutualnorthwesternmutual.com
BCCMEA
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, WisconsinMilwaukee, Wisconsin5000+
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
Citigroupcitigroup.com
ORRTRW
Citi is a global investment bank and financial services firm headquartered in the United States, operating across more than 180 co
Robinhoodrobinhood.com
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with fracMenlo Park, California1001-5000
Barclaysbarclays.com
Barclays is a diversified banking group with a 330+ year history, operating through Barclays Group, Barclays Investment Bank, and New York, New York5000+
Interactive Brokers LLCinteractivebrokers.com
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot Greenwich, Connecticut1001-5000
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm
TD (The Toronto-Dominion Bank) is a Canadian bank serving over 279 million customers globally, with a dedicated innovation banking
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and top 25 U.S. financial holding company offerinDetroit, Michigan5000+
Jpmorganjpmorgan.com
J.P. Morgan is a global financial services firm operating in more than 100 countries, offering commercial banking, global corporatSan Francisco, California1-10
Scotiabankscotiabank.com
Scotiabank is a global financial institution offering personal, business, and commercial banking, wealth management, private banki
Merrill Edgemerrilledge.com
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing serviArizona1001-5000
Desjardinsdesjardins.com
Nationalbanknationalbank.ca
Trowepricetroweprice.com
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
Tdameritradetdameritrade.com
Investment ManagementMuscatine, Iowa5000+
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Windrose Advisors is an independent boutique wealth management firm that delivers customized investment advice to families, foundations, and endowments, operating from Waltham, Mas
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Frequently asked questions about Windrose Advisors

What does Windrose Advisors do?

Windrose Advisors is an independent boutique wealth management firm that delivers customized investment advice to families, foundations, and endowments, operating from Waltham, Massachusetts since 2009.

Who are Windrose Advisors's competitors?

Companies like Windrose Advisors include Morgan Stanley, Goldman Sachs, Merrill, Fidelity, Charles Schwab. See the full list of 24 competitors and alternatives above.

How many employees does Windrose Advisors have?

Windrose Advisors has approximately 11-50 employees and is in the Financial Services industry.

Where is Windrose Advisors headquartered?

Windrose Advisors is headquartered in Waltham, Massachusetts.

What industry is Windrose Advisors in?

Windrose Advisors operates in the Financial Services industry.

Who are the decision-makers at Windrose Advisors?

Key decision-makers and buying contacts at Windrose Advisors are listed above, including leaders across executive, finance, sales and operations.