Insights

Strategic Merger The recent merger with Greenwood Gearhart Inc., the largest locally owned wealth management firm in Northwest Arkansas, indicates an opportunity to offer comprehensive, locally sensitive wealth management solutions that are tailored to a broader regional client base.

Market Positioning As a smaller firm with revenue between 1M and 10M, Boston Mountain Money Management can position itself as a personalized alternative to larger financial institutions, appealing to clients seeking tailored attention and flexible planning options.

Technology Stack Utilizing advanced tools like AWS, React, and PWA technology underscores a modern approach; this opens avenues to promote digital-first services, online client engagement, and innovative financial planning solutions.

Focused Client Base Targeting successful professionals and entrepreneurs aged 40 to 65, primarily busy with family and career, suggests opportunities to offer flexible, accessible financial advisory services, including estate and tax planning that fits their demanding lifestyles.

Growth Opportunities Given the firm's relatively small team, there is potential for scalable growth by expanding advisory services, leveraging mergers, and strengthening digital engagement strategies to attract more clients in similar demographics.

Boston Mountain Money Management, Inc. Tech Stack

Boston Mountain Money Management, Inc. uses 8 technology products and services including Amazon Web Services, GoDaddy Website Builder, Open Graph, and more. Explore Boston Mountain Money Management, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • GoDaddy Website Builder
    Content Management System
  • Open Graph
    Content Management System
  • React
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • Polyfill
    Javascript Libraries
  • PWA
    Miscellaneous
  • Apache
    Web Servers

Boston Mountain Money Management, Inc.'s Email Address Formats

Boston Mountain Money Management, Inc. uses at least 1 format(s):
Boston Mountain Money Management, Inc. Email FormatsExamplePercentage
First@bostonmmm.comJohn@bostonmmm.com
40%
FirstL@bostonmmm.comJohnD@bostonmmm.com
10%
First@bostonmmm.comJohn@bostonmmm.com
40%
FirstL@bostonmmm.comJohnD@bostonmmm.com
10%

Frequently Asked Questions

Where is Boston Mountain Money Management, Inc.'s headquarters located?

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Boston Mountain Money Management, Inc.'s main headquarters is located at 224 Southeast 2nd Street, Suite 100. The company has employees across 1 continents, including North America.

What is Boston Mountain Money Management, Inc.'s phone number?

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You can contact Boston Mountain Money Management, 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 Boston Mountain Money Management, Inc.'s official website and social media links?

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Boston Mountain Money Management, Inc.'s official website is bostonmmm.com and has social profiles on LinkedIn.

What is Boston Mountain Money Management, Inc.'s NAICS code?

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Boston Mountain Money Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Boston Mountain Money Management, Inc. have currently?

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As of December 2025, Boston Mountain Money Management, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Principal Owner: S. A.Wealth Strategist: S. T. C.. Explore Boston Mountain Money Management, Inc.'s employee directory with LeadIQ.

What industry does Boston Mountain Money Management, Inc. belong to?

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Boston Mountain Money Management, Inc. operates in the Investment Management industry.

What technology does Boston Mountain Money Management, Inc. use?

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Boston Mountain Money Management, Inc.'s tech stack includes Amazon Web ServicesGoDaddy Website BuilderOpen GraphReactRequireJSPolyfillPWAApache.

What is Boston Mountain Money Management, Inc.'s email format?

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Boston Mountain Money Management, Inc.'s email format typically follows the pattern of First@bostonmmm.com. Find more Boston Mountain Money Management, Inc. email formats with LeadIQ.

Boston Mountain Money Management, Inc.

Investment ManagementArkansas, United States0-1 Employees

Our clients are successful professionals and entrepreneurs, typically between the ages of 40 and 65. They are busy with family and career obligations, but bear the responsibility of making financial decisions that can have significant long-term consequences on their family’s needs, goals, and dreams. As such, they seek to understand and evaluate their options, avoid being blindsided by risks and avoid making big mistakes. Perhaps most importantly, they want real advice for real issues to help them visualize and fund their family’s future. They expect their investment, tax & estate planning advisors to create options & flexibility in their plans so they can achieve their goals.

Section iconCompany Overview

Headquarters
224 Southeast 2nd Street, Suite 100
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Employees
0-1

Section iconFunding & Financials

  • $1M$10M

    Boston Mountain Money Management, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Boston Mountain Money Management, Inc.'s revenue is estimated to be in the range of $1M$10M

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