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Appleton Partners Logo
Appleton Partners Growth Score
50
CB Rank
272724
Heat Score
71
We take stock in relationships as well as investment performance to meet the individual needs of our clients.
Founded
obfuscation
Private Boston, Massachusetts, United States11-50 www.appletonpartners.com
Overview

Appleton Partners
Growth Score
50
Heat Score
71

Growth Score50
4 pts
in past quarter
Heat Score 71
17 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Appleton Partners

CB Rank
272724
We take stock in relationships as well as investment performance to meet the individual needs of our clients.
Founded
obfuscation
Private Boston, Massachusetts, United States11-50 www.appletonpartners.com

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number 800 338 0745
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Separate Account Management
Customized investment portfolios managed individually to meet specific client tax needs and risk profiles.
Wealth Management
Comprehensive financial planning and investment management services tailored to individual client goals.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Board Members and Advisors 1 Contacts 65

Employee Profiles

Board Members and Advisors

News

News and Press

News•May 7, 2026
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News•May 4, 2026
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News•May 4, 2026
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News•Jan 28, 2022
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,725
640.34%
 in past month

IT Spend

$358KThis year, Appleton Partners is projected to spend $358K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Bounced Email Logo
Bounced Email
100
Product Investment Logo
Product Investment
100
Fixed Income Investment Management Software Logo
Fixed Income Investment Management Software
100

Actively Used Products

21Appleton Partners uses 21 technology products and services including HTML5, Lightbox, and  Google Compute Engine, according to G2 Stack.

Active Website Tech Count

5Appleton Partners is actively using 5 technologies for its website, according to BuiltWith. These include DNSSEC, IPv6, and  GoDaddy.
Sub-Organizations
Frequently Asked Questions

Where is Appleton Partners's headquarters? Appleton Partners is located in Boston, Massachusetts, United States.Who are Appleton Partners's competitors? Alternatives and possible competitors to Appleton Partners may include Advantage Wealth Advisors, Principium Tactical Wealth Management, and  Legacy Wealth Partners.
Who We Are
What We Do
Helpful Links
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