Insights

Strong Industry Recognition Bartholomew & Company has been consistently recognized with prestigious awards like the Five Star Wealth Manager and Best Places to Work, highlighting its reputation for excellence and employee satisfaction, which can be leveraged to build trust with potential clients and partners.

Leadership Visibility With Thomas J. Bartholomew’s recent appointment as President & CEO and his inclusion in Forbes’ list of Best-in-State Wealth Advisors, there is a strong leadership profile that could be key in marketing high-end advisory services and strategic partnerships.

Advanced Tech Adoption Utilizing a diverse tech stack including Amazon EC2, Google Analytics, and Web Vitals suggests the firm is investing in digital infrastructure and data analytics, providing opportunities to offer tailored tech solutions or digital growth services.

Market Focus & Demographics Operating in multiple states with a clear focus on personalized financial services positions the company as a potential client for regional growth plans, compliance technology, or scalable service platforms tailored to established financial advisers.

Financial Scale & Growth Potential With revenues between $10M and $25M and a lean team of 11-50 employees, there is potential to support scalable solutions for operational efficiency, client management, or expanding service offerings to foster further growth.

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 St, Suite 1000 Worcester, Massachusetts 01608, US. The company has employees across 2 continents, including North AmericaAfrica.

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 October 2025, Bartholomew & Company has approximately 23 employees across 2 continents, including North AmericaAfrica. 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 ServicesUnited 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 St, Suite 1000 Worcester, Massachusetts 01608, US
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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