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Windham Financial Services Logo
Windham Financial Services CB Rank
3011754
Heat Score
44
Windham Financial Services is a financial management firm that provides portfolio, equity, fixed-income, and risk management services.
Founded
obfuscation
Private Steamboat Springs, Colorado, United States11-50 www.windhamfinancial.com/
Consulting
Finance
Financial Services
Risk Management
Wealth Management
Overview

Windham Financial Services
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-9 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 Windham Financial Services

CB Rank
3011754
Windham Financial Services is a financial management firm that provides portfolio, equity, fixed-income, and risk management services.
Founded
obfuscation
Private Steamboat Springs, Colorado, United States11-50 www.windhamfinancial.com/
Consulting
Finance
Financial Services
Risk Management
Wealth Management

Details

Legal Name Windham Financial Services, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 802-425-7755
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that manages clients' financial assets to meet their long-term financial goals through personalized investment strategies.
Portfolio Design & Analysis
A service focused on creating and evaluating investment portfolios to optimize asset allocation and performance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50
News
Technology
View Tech Report

IT Spend

$109.2KThis year, Windham Financial Services is projected to spend $109.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Comcast (CMCSA) Logo
Comcast (CMCSA)
67

Active Website Tech Count

2Windham Financial Services is actively using 2 technologies for its website, according to BuiltWith. These include Google Maps, U.S. Server Location, and  OpenResty.
Sub-Organizations
Frequently Asked Questions

Where is Windham Financial Services's headquarters? Windham Financial Services is located in Steamboat Springs, Colorado, United States.Who are Windham Financial Services's competitors? Alternatives and possible competitors to Windham Financial Services may include Morgan Stanley, Hamilton Lane, and  Canterbury Consulting.
Who We Are
What We Do
Helpful Links
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