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Stoddard Financial Logo
Stoddard Financial CB Rank
1464324
Heat Score
55
Stoddard Financial provides financial planning, estate management, and risk management services.
Founded
obfuscation
Private Medfield, Massachusetts, United States1-10 www.stoddardfinancial.net
Asset Management
Financial Services
Wealth Management
Overview

Stoddard Financial
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-14 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Stoddard Financial

CB Rank
1464324
Stoddard Financial provides financial planning, estate management, and risk management services.
Founded
obfuscation
Private Medfield, Massachusetts, United States1-10 www.stoddardfinancial.net
Asset Management
Financial Services
Wealth Management

Details

Legal Name Stoddard Financial, LLC
Operating Status Active
Company Type For Profit
Phone Number 617-481-5097
Contact Email kevin@stoddardfinancial.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Provides strategies to help clients plan and manage their finances for retirement and other life goals.
Estate Management Services
Assists clients in organizing and updating estate plans to ensure their assets are managed and transferred according to their wishes.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

IT Spend

$68.1KThis year, Stoddard Financial is projected to spend $68.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Digital Wealth Management Platform Logo
Digital Wealth Management Platform
88
Corporate Financing Logo
Corporate Financing
79
Pivotal Greenplum Logo
Pivotal Greenplum
77

Actively Used Products

17Stoddard Financial uses 17 technology products and services including HTML5, Vimeo, and  Comodo PositiveSSL Certificates, according to G2 Stack.

Active Website Tech Count

31Stoddard Financial is actively using 31 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Stoddard Financial's headquarters? Stoddard Financial is located in Medfield, Massachusetts, United States.Who are Stoddard Financial's competitors? Alternatives and possible competitors to Stoddard Financial may include HighTower Advisors, Cresset, and  LPL Financial.
Who We Are
What We Do
Helpful Links
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