Insights

AUM Growth Revenue scale indicates Bartlett Wealth Management operates with substantial assets under management, suggesting opportunities to cross-sell advanced wealth planning, estate services, and tax optimization solutions to high-net-worth clients and businesses seeking comprehensive financial stewardship.

Business Transition Specialties include retirement planning, selling a business, and family legacy establishment, highlighting a strong foothold for advisory services around business exit planning, succession strategies, and wealth transfer planning for entrepreneurial clients.

Tech Enablement A tech stack featuring Salesforce, DocuSign, Zoom, and WordPress indicates readiness for scalable client onboarding, digital engagement, and performance analytics—presenting opportunities to offer CRM-driven service enhancements and secure, paperless client experiences.

Growth Potential Recent stake purchases in hospitality and infrastructure assets imply a willingness to diversify and explore alternative investments; this signals potential to introduce alternative asset capabilities and tailored investment strategies to existing client cohorts.

Competitive Position Mid to large advisory profile with 51-200 employees and revenue in the multi-hundred million range places Bartlett among scalable rivals; emphasize partnerships, outsourced services, and expanded family office offerings to attract clients evaluating larger platforms.

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Bartlett Wealth Management Tech Stack

Bartlett Wealth Management uses 8 technology products and services including Hotjar, WordPress, Salesforce, and more. Explore Bartlett Wealth Management's tech stack below.

Hotjar
Analytics
WordPress
Content Management System
Salesforce
Customer Relationship Management
Shopify
E-commerce
Microsoft 365
Email
Microsoft Active Directory
Identity And Access Management
DocuSign
Miscellaneous
Zoom
Web Conferencing

Media & News

Bartlett Wealth Management's Email Address Formats

Bartlett Wealth Management uses at least 4 email formats:

Bartlett Wealth Management Email Formats	Example	Percentage
FLast@bartlett1898.com	JDoe@bartlett1898.com	64%
Last@bartlett1898.com	Doe@bartlett1898.com	20%
First@bartlett1898.com	John@bartlett1898.com	15%
F.Last@bartlett1898.com	J.Doe@bartlett1898.com	1%

Frequently Asked Questions

What is Bartlett Wealth Management's phone number?

You can contact Bartlett Wealth Management's main corporate office by phone at

+1-513-621-****

. 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 Bartlett Wealth Management's official website and social media links?

Bartlett Wealth Management's official website is bartlett1898.com and has social profiles on LinkedIn.

How much revenue does Bartlett Wealth Management generate?

As of August 2026, Bartlett Wealth Management's annual revenue is estimated to be $250M - $500M.

What is Bartlett Wealth Management's NAICS code?

Bartlett Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Bartlett Wealth Management have currently?

As of August 2026, Bartlett Wealth Management has approximately 132 employees across 3 continents, including North America, Europe and Oceania. Key team members include Director: A. A., Propositions Manager: A. B. and Technical Manager: M. H. Explore Bartlett Wealth Management's employee directory with LeadIQ.

What industry does Bartlett Wealth Management belong to?

Bartlett Wealth Management operates in the Investment Management industry.

What technology does Bartlett Wealth Management use?

Bartlett Wealth Management's tech stack includes Hotjar, WordPress, Salesforce, Shopify, Microsoft 365, Microsoft Active Directory, DocuSign and Zoom.

What is Bartlett Wealth Management's email format?

Bartlett Wealth Management's email format typically follows the pattern of FLast@bartlett1898.com. Find more Bartlett Wealth Management email formats with LeadIQ.

When was Bartlett Wealth Management founded?

Bartlett Wealth Management was founded in 1898.

Bartlett Wealth Management

Q: How many employees does Bartlett Wealth Management have currently?

Bartlett Wealth Management has approximately 132 employees.

Q: What technology does Bartlett Wealth Management use?

Bartlett Wealth Management's tech stack includes Practifi, eMoney, AOS, Modernizr, Linkedin Sign-in.

Q: What is Bartlett Wealth Management's NAICS code?

Bartlett Wealth Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementOhio, United States51-200 Employees

Bartlett Wealth Management is a mid-sized investment management firm based in Cincinnati, Ohio. It partners with individuals and families to navigate life transitions by designing and executing tailored investment and financial planning strategies aligned with their goals. The firm emphasizes ongoing research and market vigilance to stay ahead of evolving trends and technologies, with client well-being highlighted as a core consideration.

As a registered investment adviser with the Securities and Exchange Commission, Bartlett operates within the investment management industry to provide advisory services. Its offerings encompass retirement planning, planning for a business sale, wealth education for heirs, establishing a family legacy, stock option planning, and estate planning.