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Windrose Advisors Logo
Windrose Advisors CB Rank
800135
Heat Score
43
Windrose Advisors is an independent boutique wealth management firm that delivers sophisticated, customized investment advice.
Founded
obfuscation
Private Waltham, Massachusetts, United States11-50 windroseadvisor.com/
Financial Services
Wealth Management
Overview

Windrose Advisors
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-19 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Windrose Advisors

CB Rank
800135
Windrose Advisors is an independent boutique wealth management firm that delivers sophisticated, customized investment advice.
Founded
obfuscation
Private Waltham, Massachusetts, United States11-50 windroseadvisor.com/
Financial Services
Wealth Management

Key People

Details

Legal Name Windrose Advisors
Also Known As Windrose Advisors
Operating Status Active
Company Type For Profit
Founders  Dan Fireman, John D. Haase, William A. Heitin
Phone Number 617.421.1750
Contact Email info@windroseadvisor.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Customized Investment Advice
Provides tailored investment strategies based on individual client needs and financial goals.
Wealth Management Services
Offers comprehensive management of client assets including portfolio management and financial planning.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 4 Contacts 30

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

227
-69.61%
 in past month

IT Spend

$274KThis year, Windrose Advisors is projected to spend $274K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Sustainable Business Growth Logo
Sustainable Business Growth
100
SAP Logo
SAP
100
Meta Platforms, Inc. Logo
Meta Platforms, Inc.
96

Actively Used Products

14Windrose Advisors uses 14 technology products and services including HTML5, Wordpress, and  Apache Server, according to G2 Stack.

Active Website Tech Count

3Windrose Advisors is actively using 3 technologies for its website, according to BuiltWith. These include Euro.

Total IP

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

Where is Windrose Advisors's headquarters? Windrose Advisors is located in Waltham, Massachusetts, United States.Who are Windrose Advisors's competitors? Alternatives and possible competitors to Windrose Advisors may include Cresset, Mariner Wealth Advisors, and  Baker Tilly.
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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