Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Shepherd Financial Partners Logo
Shepherd Financial Partners CB Rank
891436
Heat Score
31
Shepherd Financial Partners provides portfolio management and wealth planning solutions.
Founded
obfuscation
Private Winchester, Massachusetts, United States11-50 www.shepherdfinancialpartners.com
Consulting
Finance
Financial Services
Sustainability
Wealth Management
Overview

Shepherd Financial Partners
Heat Score
31

Growth Score
pts
in past quarter
Heat Score 31
-2 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 >
See more interactive data and historical milestones on desktop for the best experience

About Shepherd Financial Partners

CB Rank
891436
Shepherd Financial Partners provides portfolio management and wealth planning solutions.
Founded
obfuscation
Private Winchester, Massachusetts, United States11-50 www.shepherdfinancialpartners.com
Consulting
Finance
Financial Services
Sustainability
Wealth Management

Key People

Details

Legal Name Shepherd Financial Partners, LLC.
Operating Status Active
Company Type For Profit
Founders  Mark Shepherd
About the Company
Shepherd Financial Partners is a financial management solution. Their services include financial planning, investment management, institutional services, sustainable investing, and young professionals' experience, wealth transition, divorce, retirement, special needs planning, and business transitions.
Phone Number +1 781 756 1804
Contact Email sfp@shepherdfinancialpartners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that creates customized wealth management strategies based on clients' current situations and goals to guide their financial decisions.
Investment Management
A service that manages client portfolios using an in-house research process aligned with their financial goals and risk management principles.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 21

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

807
472.34%
 in past month

Interest Signals

TopicSurge Score
App Store Logo
App Store
89
Oracle ERP Cloud Logo
Oracle ERP Cloud
89
Retail Therapy Logo
Retail Therapy
88

Active Website Tech Count

1Shepherd Financial Partners is actively using the technology AddThis for its website, according to BuiltWith.

Total IP

1Shepherd Financial Partners has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Shepherd Financial Partners's headquarters? Shepherd Financial Partners is located in Winchester, Massachusetts, United States.Who are Shepherd Financial Partners's competitors? Alternatives and possible competitors to Shepherd Financial Partners may include Cerity Partners, HighTower Advisors, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(6339647 1)
|