Diversified offerings Cabot Lodge Securities is a full-service financial firm offering a broad suite of wealth management solutions across traditional stocks and bonds, mutual funds, ETFs, insurance products, REITs, real estate and 1031 exchanges, retirement planning, and investment banking, presenting cross-sell opportunities for insurers, asset managers, and advisory services.

Mid-market footprint With 11-50 employees and headquarters on 44 Wall Street, Cabot Lodge operates as a boutique firm with nationwide representatives, signaling growth potential through expanded advisory teams, regional recruitment, and strategic partnerships to scale client reach.

Acquisition history The firm became part of Wentworth’s network via the Purshe Kaplan Sterling acquisition, indicating a culture of integration and potential for consolidation-friendly partnerships, white-labeling opportunities, or joint-venture models to extend product distribution.

Revenue range Estimated annual revenue of 50 to 100 million places Cabot Lodge in the upper mid-market segment, suggesting receptiveness to mid-market financial technology platforms, back-office outsourcing, and scalable service solutions that support growth without sacrificing service quality.

Tech and security posture The tech stack includes web and security-oriented components (Apache, jQuery, validation, and content-type protections) along with RSS and fonts APIs, presenting opportunities for compliance, cybersecurity, data analytics, and client experience enhancements through modern fintech integrations.