Insights

Strong Market Position Barrett Asset Management has a longstanding history since 1937 and caters to high-net-worth and ultra-high-net-worth individuals, indicating a robust client base with complex wealth management needs, presenting opportunities for premium financial technology solutions and advanced wealth management tools.

Recent Acquisition The recent acquisition by CI Financial Corp. for 2.5 billion dollars suggests strong investor confidence and potential for expansion, creating opportunities to offer integrated financial products, strategic partnership services, and scalable wealth tech solutions aligned with growth plans.

Investments Portfolio Barrett has invested in major companies like Ecolab, BlackRock, and State Street, highlighting their focus on diversified, institutional-grade investment services, which could benefit from advanced analytics platforms, risk assessment tools, and investment management software to enhance portfolio performance.

Technology Stack Utilization of tools like Google Analytics, PHP, and Apache indicates openness to digital innovation, suggesting potential value in providing cybersecurity, client portal enhancements, and data-driven engagement platforms tailored to their tech infrastructure.

Revenue & Growth Potential With annual revenues between 25 and 50 million dollars and a relatively small team of up to 50 employees, Barrett presents opportunities for scalable SaaS solutions, workflow automation, and client onboarding systems to support growth without compromising personalized service.

Barrett Asset Management, LLC Tech Stack

Barrett Asset Management, LLC uses 8 technology products and services including Microsoft 365, Twemoji, Google Fonts API, and more. Explore Barrett Asset Management, LLC's tech stack below.

Microsoft 365

Twemoji

Font Scripts

Google Fonts API

Font Scripts

PHP

Programming Languages

Yoast SEO

Search Engines

Google Analytics

Web Analytics

Apache HTTP Server

Web Servers

prettyPhoto

Web Tools And Plugins

Barrett Asset Management, LLC Email Formats	Example	Percentage
FLast@barrettasset.com	JDoe@barrettasset.com	50%
FLast@barrettasset.com	JDoe@barrettasset.com	50%

Barrett Asset Management, LLC Email Formats

Example

Percentage

FLast@barrettasset.com

JDoe@barrettasset.com

50%

FLast@barrettasset.com

JDoe@barrettasset.com

50%

Frequently Asked Questions

Where is Barrett Asset Management, LLC's headquarters located?

Barrett Asset Management, LLC's main headquarters is located at 90 Park Avenue 34th Floor New York, NY 10016 US. The company has employees across 1 continents, including North America.

What is Barrett Asset Management, LLC's phone number?

You can contact Barrett Asset Management, LLC's main corporate office by phone at

+1-212-983-****

. 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 Barrett Asset Management, LLC's official website and social media links?

Barrett Asset Management, LLC's official website is barrettasset.com and has social profiles on LinkedIn.

What is Barrett Asset Management, LLC's NAICS code?

Barrett Asset Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Barrett Asset Management, LLC have currently?

As of March 2021, Barrett Asset Management, LLC has approximately 16 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: M. M.Chief Executive Emeritus, Advisor: P. H. S.President: R. M.. Explore Barrett Asset Management, LLC's employee directory with LeadIQ.

What industry does Barrett Asset Management, LLC belong to?

Barrett Asset Management, LLC operates in the Financial Services industry.

What technology does Barrett Asset Management, LLC use?

Barrett Asset Management, LLC's tech stack includes Microsoft 365TwemojiGoogle Fonts APIPHPYoast SEOGoogle AnalyticsApache HTTP ServerprettyPhoto.

What is Barrett Asset Management, LLC's email format?

Barrett Asset Management, LLC's email format typically follows the pattern of FLast@barrettasset.com. Find more Barrett Asset Management, LLC email formats with LeadIQ.

When was Barrett Asset Management, LLC founded?

Barrett Asset Management, LLC was founded in 1937.

Barrett Asset Management, LLC

Q: What technology does Barrett Asset Management, LLC use?

Barrett Asset Management, LLC's tech stack includes prettyPhoto, jQuery, Twemoji, Google Analytics, Yoast SEO.

Financial ServicesNew York, United States11-50 Employees

Independent. Customized. Focused.

Since 1937, Barrett has been putting its clients first - working to help each of them achieve their goals and aspirations.  Barrett is an independent investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions.  The firm tailors each investment portfolio based on a client's objectives for income and growth through suitable asset allocation and individual investment selections.  Our professionals pride themselves on their accessibility, hold an unwavering commitment to addressing clients' needs and are jointly responsible for portfolio management, wealth planning and client contact.


Important Disclosures: https://www.barrettasset.com/wp-content/uploads/2020/08/SocialMediaDisclosuresAugust2020.pdf

Insights

Similar companies to Barrett Asset Management, LLC

Fidelity Investments

Morgan Stanley Wealth Management

Northern Trust

Raymond James

Edward Jones

Rockefeller Capital Management

Charles Schwab

Vanguard

Goldman Sachs Personal Financial Management