Insights

Growth and Investment With recent stakes in recognized companies like Hilton Worldwide and Knife River, Bartlett Inc. demonstrates an active approach to asset growth and diversification, presenting opportunities to offer tailored wealth management and investment advisory services.

Mid-Sized Market Focus Operating within the $250M to $500M revenue range, Bartlett Inc. targets the mid-market segment, indicating potential for customized financial solutions that cater to businesses and high-net-worth individuals seeking scalable wealth management.

Technology Integration Utilizing a tech stack that includes Practifi, HubSpot, and Microsoft tools suggests openness to innovative financial planning solutions, opening doors for partnerships in digital wealth management platforms and CRM systems.

Market Engagement Recent investments and client acquisitions, such as the partnership with Teradyne, highlight Bartlett’s active market engagement. This creates opportunities to introduce complementary financial products and strategic alliances to enhance growth.

Competitive Positioning Positioned among firms of similar size like MRA Associates and Snowden Lane Partners, Bartlett Inc. presents a compelling case for tailored sales approaches targeting mid-sized wealth management firms seeking technological upgrades and expanded service offerings.

Similar companies to Bartlett Wealth Management

Bartlett Wealth Management Tech Stack

Bartlett Wealth Management uses 8 technology products and services including Facebook Pixel, Laserfiche, Glyphicons, and more. Explore Bartlett Wealth Management's tech stack below.

Facebook Pixel
Analytics
Laserfiche
Enterprise Content Management
Glyphicons
Font Scripts
Vue.js
Javascript Frameworks
Slick
Javascript Libraries
Adobe Acrobat DC
Rich Text Editors
Facebook
Widgets
Twitter
Widgets

Media & News

Bartlett Wealth Management's Email Address Formats

Bartlett Wealth Management uses at least 1 format(s):

Bartlett Wealth Management Email Formats	Example	Percentage
FLast@bartlett1898.com	JDoe@bartlett1898.com	63%
Last@bartlett1898.com	Doe@bartlett1898.com	21%
First@bartlett1898.com	John@bartlett1898.com	15%
F.Last@bartlett1898.com	J.Doe@bartlett1898.com	1%

Frequently Asked Questions

Where is Bartlett Wealth Management's headquarters located?

Bartlett Wealth Management's main headquarters is located at 600 Vine Street, Suite 2100. The company has employees across 2 continents, including North AmericaEurope.

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 December 2025, Bartlett Wealth Management's annual revenue is estimated to be $12M.

What is Bartlett Wealth Management's SIC code NAICS code?

Bartlett Wealth Management's SIC code is 5153 - Grain and Field Beans NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Bartlett Wealth Management have currently?

As of December 2025, Bartlett Wealth Management has approximately 127 employees across 2 continents, including North AmericaEurope. Key team members include Owner: T. B.Controller: D. C.Property Manager: M. C.. 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 Facebook PixelLaserficheGlyphiconsVue.jsSlickAdobe Acrobat DCFacebookTwitter.

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 127 employees.

Q: What technology does Bartlett Wealth Management use?

Bartlett Wealth Management's tech stack includes eMoney, SS&C, Heroku, X-XSS-Protection, Floating UI.

Investment ManagementOhio, United States51-200 Employees

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives.
 
Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals.

Your well-being is our bottom line.   

The Bartlett team's specialties include:
           •  Planning for retirement
           •  Selling a business
           •  Preparing children for understanding wealth
           •  Establishing a family legacy
           •  Stock option planning
           •  Estate planning