About Loring, Wolcott & Coolidge
Loring, Wolcott & Coolidge is a company based in Boston (United States). It operates as a Professional Services. Loring, Wolcott & Coolidge offers products and services including Wealth Management, Family Office Services, and Asset Management. Loring, Wolcott & Coolidge operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Boston, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Loring, Wolcott & Coolidge
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Products & Services of Loring, Wolcott & Coolidge
Loring, Wolcott & Coolidge offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, and Asset Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Wealth management solutions are tailored for family needs.
Family office services are provided for comprehensive support.
Asset management solutions are designed for family aspirations.
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Legal and Compliance
7 people
Operations Team
6 people
Finance and Accounting
4 people
Fiduciary Team
3 people
Software Development Team
3 people
Leadership Team
3 people
Human Resources and Administration
2 people
Senior Team
1 people
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Funding Insights of Loring, Wolcott & Coolidge
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Loring, Wolcott & Coolidge
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Loring, Wolcott Coolidge
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Loring, Wolcott & Coolidge Comparisons
Competitors of Loring, Wolcott & Coolidge
Loring, Wolcott & Coolidge operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Loring, Wolcott & Coolidge
Where is Loring, Wolcott & Coolidge located?
Loring, Wolcott & Coolidge is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
What does Loring, Wolcott & Coolidge do?
Wealth management solutions are offered by Loring, Wolcott Coolidge to assist families in achieving financial goals across generations. Services including family office support, estate planning, financial advice, tax preparation, and asset management are provided. A focus on trustee relationships and socially responsible investment strategies is maintained. Collaborative approaches are used to tailor solutions to individual family needs and aspirations in the financial sector.
Who are the top competitors of Loring, Wolcott & Coolidge?
Loring, Wolcott & Coolidge's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Loring, Wolcott & Coolidge offer?
Loring, Wolcott & Coolidge offers Wealth Management, Family Office Services, and Asset Management.
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