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The Bulfinch Group Logo
The Bulfinch Group CB Rank
568261
Heat Score
62
The Bulfinch Group is an independent financial services and wealth management firm in Massachusetts.
Founded
obfuscation
Private Needham, Massachusetts, United States101-250 bulfinchgroup.com
Banking
Consulting
Crowdfunding
Financial Services
Overview

The Bulfinch Group
Heat Score
62

Growth Score
pts
in past quarter
Heat Score 62
1 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
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About The Bulfinch Group

CB Rank
568261
The Bulfinch Group is an independent financial services and wealth management firm in Massachusetts.
Founded
obfuscation
Private Needham, Massachusetts, United States101-250 bulfinchgroup.com
Banking
Consulting
Crowdfunding
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number (207) 797-5680
Contact Email moreinfo@bulfinchgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A comprehensive approach to managing financial assets, including investment management, estate planning, tax strategies, retirement planning, and cash flow protection.
Insurance
Strategies to protect against financial risks through personal, liability, and life insurance.

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 101-250 Employee Profiles 1 Contacts 92

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

724
-57.36%
 in past month

Interest Signals

TopicSurge Score
Employee Management Logo
Employee Management
100
Mail Order Logo
Mail Order
98
Transition Planning Logo
Transition Planning
94

Actively Used Products

20The Bulfinch Group uses 20 technology products and services including HTML5, Google Drive, and  Google Fonts, according to G2 Stack.

Active Website Tech Count

24The Bulfinch Group is actively using 24 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Common Crawl.
Sub-Organizations
Frequently Asked Questions

Where is The Bulfinch Group's headquarters? The Bulfinch Group is located in Needham, Massachusetts, United States.Who are The Bulfinch Group's competitors? Alternatives and possible competitors to The Bulfinch Group may include Cerity Partners, Mariner Wealth Advisors, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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