Insights

Strong Industry Recognition Bartholomew & Company has received multiple industry awards including the Five Star Wealth Manager and Best Places to Work recognitions, indicating a reputable brand with high client satisfaction and employee engagement, which can facilitate trust and credibility in upselling financial solutions.

Leadership Visibility The appointment of Thomas J. Bartholomew as President and CEO, along with his recognition in Forbes’ list of Best-in-State Wealth Advisors, presents an opportunity to promote advanced advisory services, premium offerings, or customized financial solutions leveraging prominent leadership.

Technology Stack Utilization The company's use of advanced tech platforms like Amazon EC2, Google Analytics, and Web Vitals suggests a focus on digital efficiency and client experience, opening pathways to introduce innovative fintech tools, cybersecurity solutions, and data analytics services.

Client-Focused Branding With customized financial planning targeted at various life stages, there is potential to cross-sell specialized investment products, estate planning tools, or financial education resources tailored to their sophisticated client base.

Market Position and Growth Operating with a revenue range of 10 to 25 million and a dedicated team of up to 50 employees, Bartholomew & Company is positioned for growth, providing opportunities for scalable solutions such as CRM systems, cloud services, or compliance management to support expanding operations.

Similar companies to Bartholomew & Company

Bartholomew & Company Tech Stack

Bartholomew & Company uses 8 technology products and services including Linkedin Insight Tag, Amazon EC2, Amazon S3, and more. Explore Bartholomew & Company's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Amazon EC2
    Cloud Infrastructure Computing
  • Amazon S3
    Content Delivery Network
  • Percona
    Database
  • Web Vitals
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Facebook
    Widgets

Media & News

Bartholomew & Company's Email Address Formats

Bartholomew & Company uses at least 1 format(s):
Bartholomew & Company Email FormatsExamplePercentage
First@bartandco.comJohn@bartandco.com
64%
First.Last@bartandco.comJohn.Doe@bartandco.com
27%
Last@bartandco.comDoe@bartandco.com
6%
F.Last@bartandco.comJ.Doe@bartandco.com
3%

Frequently Asked Questions

Where is Bartholomew & Company's headquarters located?

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Bartholomew & Company's main headquarters is located at 370 Main Street, Suite 1000. The company has employees across 3 continents, including North AmericaAfricaEurope.

What is Bartholomew & Company's phone number?

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You can contact Bartholomew & Company'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 Bartholomew & Company's official website and social media links?

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Bartholomew & Company's official website is bartandco.com and has social profiles on LinkedIn.

What is Bartholomew & Company's NAICS code?

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Bartholomew & Company's NAICS code is 52 - Finance and Insurance.

How many employees does Bartholomew & Company have currently?

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As of December 2025, Bartholomew & Company has approximately 24 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Chief Financial Officer: M. G.President & Ceo, Aif®: T. J. B.Senior Vice President, Cio: A. B.. Explore Bartholomew & Company's employee directory with LeadIQ.

What industry does Bartholomew & Company belong to?

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Bartholomew & Company operates in the Financial Services industry.

What technology does Bartholomew & Company use?

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Bartholomew & Company's tech stack includes Linkedin Insight TagAmazon EC2Amazon S3PerconaWeb VitalsBootstrapGoogle AnalyticsFacebook.

What is Bartholomew & Company's email format?

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Bartholomew & Company's email format typically follows the pattern of First@bartandco.com. Find more Bartholomew & Company email formats with LeadIQ.

When was Bartholomew & Company founded?

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Bartholomew & Company was founded in 1994.

Bartholomew & Company

Financial ServicesMassachusetts, United States11-50 Employees

Through our personalized, independent financial planning solutions and investment advice, we help keep you on track through every phase of life. Partner with the Bartholomew & Company team to help propel your financial success with experienced financial guidance that's tailored to your needs.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Review our Terms of Use: www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
370 Main Street, Suite 1000
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Bartholomew & Company's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Bartholomew & Company's revenue is estimated to be in the range of $10M$25M

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