Insights

Strong Industry Recognition Bartholomew & Company has received multiple prestigious awards including the Barron's Top 1500 Financial Advisors and the Five Star Wealth Manager awards, highlighting its reputation for excellence and client trust within the financial services industry. This recognition provides an opportunity to position high-value, premium service packages aimed at their established client base.

Niche Market Focus The firm operates in a specialized segment of wealth management with a localized base in Worcester, Massachusetts, serving high-net-worth clients seeking personalized financial planning. Targeted outreach could explore offering advanced digital solutions and estate planning tools tailored to affluent regional clients.

Technology Utilization Bartholomew & Company leverages advanced tech stacks including AWS, HubSpot, and Cloudflare, indicating openness to innovative technology. This presents a sales opportunity to introduce cutting-edge financial analytics, cybersecurity enhancements, and customer engagement platforms to further optimize their operations.

Growing Leadership Presence With Thomas J. Bartholomew recognized on Forbes' list of Best-in-State Wealth Advisors and being the CEO, the firm’s leadership actively maintains a high profile. Engaging with executive leadership through exclusive networking or strategic partnership discussions could facilitate tailored service offerings.

Market Position and Potential Despite a modest revenue range of under 1 million dollars, the firm is highly recognized and competitive within its local market, suggesting potential for growth. Introducing scalable financial technology solutions or wealth management platforms could help expand their service capacity and client reach efficiently.

Bartholomew and Company, Inc. Tech Stack

Bartholomew and Company, Inc. uses 8 technology products and services including Varnish, Amazon EC2, Module Federation, and more. Explore Bartholomew and Company, Inc.'s tech stack below.

  • Varnish
    Caching
  • Amazon EC2
    Cloud Infrastructure Computing
  • Module Federation
    Development
  • CodeMirror
    Editors
  • React
    Javascript Frameworks
  • Web Vitals
    Javascript Libraries
  • Acquia Cloud
    Platform As A Service
  • Cloudflare Bot Management
    Security

Media & News

Bartholomew and Company, Inc.'s Email Address Formats

Bartholomew and Company, Inc. uses at least 1 format(s):
Bartholomew and Company, Inc. 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 and Company, Inc.'s headquarters located?

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Bartholomew and Company, Inc.'s main headquarters is located at Worcester, Massachusetts United States. The company has employees across 1 continents, including North America.

What is Bartholomew and Company, Inc.'s phone number?

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You can contact Bartholomew and Company, Inc.'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 and Company, Inc.'s official website and social media links?

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

What is Bartholomew and Company, Inc.'s NAICS code?

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

How many employees does Bartholomew and Company, Inc. have currently?

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As of February 2026, Bartholomew and Company, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Executive Assistant To President: H. K.Aifâ®, Vice President: C. D.: M. N.. Explore Bartholomew and Company, Inc.'s employee directory with LeadIQ.

What industry does Bartholomew and Company, Inc. belong to?

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Bartholomew and Company, Inc. operates in the Financial Services industry.

What technology does Bartholomew and Company, Inc. use?

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Bartholomew and Company, Inc.'s tech stack includes VarnishAmazon EC2Module FederationCodeMirrorReactWeb VitalsAcquia CloudCloudflare Bot Management.

What is Bartholomew and Company, Inc.'s email format?

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

Bartholomew and Company, Inc.

Financial ServicesMassachusetts, United States11-50 Employees

Thomas J. Bartholomew established Bartholomew & Company, Inc. in 1994. After spending nearly two decades in the investment securities business and related field, Tom decided to take his practice to the next level by establishing a firm solely devoted to his clients. Bartholomew & Company quickly attracted several local investment professionals who noticed Tom's philosophies and dedication to his clients and how they could enhance the relationships they had with their clients. For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,ID,IL, IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,NC,NH,NJ,NM,NV,NY,OH,OR,PA,RI,SC,TX,VA,VT,WA,WI,WY. 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. Securities and Advisory Services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Bartholomew & Company, Inc., 370 Main Street, Suite 1000, Worcester, MA 01608. 800.440.8807 or 508.753.8807 Please see our Terms of Use here: www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
Worcester, Massachusetts United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M

    Bartholomew and Company, Inc.'s revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Bartholomew and Company, Inc.'s revenue is estimated to be in the range of $1M

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