Insights

Recognized Industry Leadership Bartholomew & Company has been consistently recognized with awards such as the Five Star Wealth Manager and inclusion in Barron's Top 1500 Financial Advisors, highlighting its reputation and credibility within the wealth management sector, which can be leveraged for premium advisory service offerings.

Strong Market Presence Based in Worcester, Massachusetts, with a focused client base across multiple states, the firm demonstrates regional strength and potential for localized or state-specific financial products or services tailored to its client demographic.

robust Technology Stack Utilizing advanced tools like Amazon EC2, Google Analytics, and social media platforms, the company shows openness to digital engagement and technology-driven solutions, presenting opportunities for innovative fintech integrations or digital client engagement tools.

Growing Revenue Range With annual revenues estimated between $10 million and $25 million and a team of 11-50 employees, Bartholomew & Company is positioned as a mid-sized firm that may be interested in scalable solutions for growth, succession planning, or operational efficiencies.

Focus on Employee Excellence Repeated recognition as a top workplace and top wealth manager suggests a strong emphasis on employee engagement and talent retention, ideal for introducing HR solutions, employee benefits platforms, or professional development technologies.

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Bartholomew & Company Tech Stack

Bartholomew & Company uses 8 technology products and services including HubSpot Analytics, Amazon EC2, jQuery CDN, and more. Explore Bartholomew & Company's tech stack below.

  • HubSpot Analytics
    Analytics
  • Amazon EC2
    Cloud Infrastructure Computing
  • jQuery CDN
    Content Delivery Network
  • Percona
    Database
  • jQuery
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Piwik PRO Core
    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 Worcester, Massachusetts 01608 United States. 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 SIC code NAICS code?

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Bartholomew & Company's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Bartholomew & Company have currently?

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As of June 2026, Bartholomew & Company has approximately 30 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Chief Financial Officer: M. G.President & Ceo, Aif®: T. J. B.President And Chief Executive Officer, Aif: T. 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 HubSpot AnalyticsAmazon EC2jQuery CDNPerconajQueryBootstrapPiwik PRO CoreFacebook.

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 Worcester, Massachusetts 01608 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
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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