Insights

Niche Asset Management Arboretum Investment Advisors specializes in asset-backed financing and non-correlated income strategies, presenting an opportunity to collaborate on tailored investment solutions for clients seeking diversification and stable income streams.

Boutique Service Approach With a focus on personalized client service and a boutique management style, there is potential to offer supplementary financial services or innovative platforms that enhance their high-touch client experience.

Growth and Funding Having secured $25 million in funding and generating revenues between $10 million and $25 million, Arboretum is positioned for expansion—offering a chance to introduce scalable financial products or partnership opportunities to support their growth initiatives.

Technology Stack Utilizing modern tools like Shopify, Yoast SEO, and open source integrations, they are open to digital enhancements—creating opportunities for technology partners to improve their online presence, client engagement, or operational efficiencies.

Market Differentiation Operating in the competitive financial advisory space alongside large firms like Charles Schwab and BlackRock, Arboretum presents opportunities for bespoke services, niche investment products, or innovative fintech collaborations to differentiate their offerings.

Arboretum Investment Advisors Tech Stack

Arboretum Investment Advisors uses 8 technology products and services including Open Graph, RSS, oEmbed, and more. Explore Arboretum Investment Advisors's tech stack below.

  • Open Graph
    Content Management System
  • RSS
    Content Management System
  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • Slick
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Materialize CSS
    UI Frameworks

Media & News

Arboretum Investment Advisors's Email Address Formats

Arboretum Investment Advisors uses at least 2 format(s):
Arboretum Investment Advisors Email FormatsExamplePercentage
FLast@sqnia.comJDoe@sqnia.com
70%
First@sqnia.comJohn@sqnia.com
30%

Frequently Asked Questions

Where is Arboretum Investment Advisors's headquarters located?

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Arboretum Investment Advisors's main headquarters is located at 100 Arboretum Drive Suite 105 Portsmouth, New Hampshire 03801 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Arboretum Investment Advisors's phone number?

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You can contact Arboretum Investment Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Arboretum Investment Advisors's official website and social media links?

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Arboretum Investment Advisors's official website is thearboretumgroup.com and has social profiles on LinkedInCrunchbase.

What is Arboretum Investment Advisors's NAICS code?

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Arboretum Investment Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Arboretum Investment Advisors have currently?

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As of February 2026, Arboretum Investment Advisors has approximately 4 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer / Chief Operating Officer: C. A.Chief Financial Officer: J. Y.Chief Financial Officer: J. Y.. Explore Arboretum Investment Advisors's employee directory with LeadIQ.

What industry does Arboretum Investment Advisors belong to?

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Arboretum Investment Advisors operates in the Financial Services industry.

What technology does Arboretum Investment Advisors use?

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Arboretum Investment Advisors's tech stack includes Open GraphRSSoEmbedShopifySlickOWL CarouselYoast SEOMaterialize CSS.

What is Arboretum Investment Advisors's email format?

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Arboretum Investment Advisors's email format typically follows the pattern of FLast@sqnia.com. Find more Arboretum Investment Advisors email formats with LeadIQ.

How much funding has Arboretum Investment Advisors raised to date?

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As of February 2026, Arboretum Investment Advisors has raised $25M in funding. The last funding round occurred on Dec 06, 2019 for $25M.

When was Arboretum Investment Advisors founded?

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Arboretum Investment Advisors was founded in 2016.

Arboretum Investment Advisors

Financial ServicesNew Hampshire, United States2-10 Employees

The Arboretum Group, LLC family of companies is a group of related, independently operated businesses sharing a strong commitment to service, quality and excellence. Through common ownership, yet separate management teams, we provide the breadth of services and strength of an institutional firm while maintaining a personal boutique approach to anticipating our client’s needs and providing service levels beyond expectation. With over 200 years of industry experience amongst our senior management, let our team help your team grow and prosper. Through our three companies, we are a full-service organization – providing Fund Management, Asset Financing, Servicing and Distribution. 

Arboretum Investment Advisors, LLC is a NH registered investment advisor with a focus on managing funds providing asset-backed financing, dedicated to non-correlated, income producing investment strategies, which are designed to diversify investor portfolios, while striving to create a better investor experience. Arboretum Investment Advisors, LLC currently provides asset management and asset servicing to its own proprietary offerings as well as to third party fund managers.

Section iconCompany Overview

Headquarters
100 Arboretum Drive Suite 105 Portsmouth, New Hampshire 03801 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $25M

    Arboretum Investment Advisors has raised a total of $25M of funding over 1 rounds. Their latest funding round was raised on Dec 06, 2019 in the amount of $25M.

  • $10M$25M

    Arboretum Investment Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $25M

    Arboretum Investment Advisors has raised a total of $25M of funding over 1 rounds. Their latest funding round was raised on Dec 06, 2019 in the amount of $25M.

  • $10M$25M

    Arboretum Investment Advisors's revenue is estimated to be in the range of $10M$25M

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