Insights

Niche Market Focus Capital Analysts of New England specializes in personalized financial planning for both individual and business clients, indicating a strong potential for upselling digital financial tools and tailored advisory services.

Technology Adoption The company's use of advanced cloud services and digital platforms suggests openness to innovative financial technology solutions, creating opportunities for partnerships with fintech providers.

Mid-sized Growth Opportunity With an estimated revenue of $25M to $50M and a relatively small team, the firm may benefit from scalable solutions and targeted financial products aimed at mid-sized financial advisory firms.

Client-Centric Approach Their emphasis on listening and customizing financial plans based on client needs signals a potential interest in customer relationship management (CRM) enhancements and client engagement platforms.

Market Alignment Operating alongside major financial firms with thousands of employees and billion-dollar revenues, there are growth prospects through strategic collaborations or niche service offerings to differentiate from larger competitors.

Similar companies to Capital Analysts of New England, Inc.

Capital Analysts of New England, Inc. Tech Stack

Capital Analysts of New England, Inc. uses 8 technology products and services including Amazon Web Services, Network Solutions, Microsoft PowerPoint, and more. Explore Capital Analysts of New England, Inc.'s tech stack below.

Amazon Web Services
Cloud Hosting
Network Solutions
Domain Name Services
Microsoft PowerPoint
Editors
jQuery
Javascript Libraries
Google Maps
Maps
Microsoft Word
Office Suites
Nginx
Web Servers
AddToAny
Widgets

Media & News

Capital Analysts of New England, Inc.'s Email Address Formats

Capital Analysts of New England, Inc. uses at least 1 format(s):

Capital Analysts of New England, Inc. Email Formats	Example	Percentage
FLast@capitalanalystsne.com	JDoe@capitalanalystsne.com	93%
FirstLast@capitalanalystsne.com	JohnDoe@capitalanalystsne.com	3%
First@capitalanalystsne.com	John@capitalanalystsne.com	4%

Frequently Asked Questions

Where is Capital Analysts of New England, Inc.'s headquarters located?

Capital Analysts of New England, Inc.'s main headquarters is located at 1266 Furnace Brook Parkway Suite 300 Quincy, Massachusetts 02169 United States. The company has employees across 1 continents, including North America.

What is Capital Analysts of New England, Inc.'s phone number?

You can contact Capital Analysts of New England, Inc.'s main corporate office by phone at

+1-617-786-****

. 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 Capital Analysts of New England, Inc.'s official website and social media links?

Capital Analysts of New England, Inc.'s official website is capitalanalystsne.com and has social profiles on LinkedIn.

What is Capital Analysts of New England, Inc.'s NAICS code?

Capital Analysts of New England, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Capital Analysts of New England, Inc. have currently?

As of April 2026, Capital Analysts of New England, Inc. has approximately 32 employees across 1 continents, including North America. Key team members include President / Retired: N. K.Co-Founder: R. B.Founder: J. M.. Explore Capital Analysts of New England, Inc.'s employee directory with LeadIQ.

What industry does Capital Analysts of New England, Inc. belong to?

Capital Analysts of New England, Inc. operates in the Financial Services industry.

What technology does Capital Analysts of New England, Inc. use?

Capital Analysts of New England, Inc.'s tech stack includes Amazon Web ServicesNetwork SolutionsMicrosoft PowerPointjQueryGoogle MapsMicrosoft WordNginxAddToAny.

What is Capital Analysts of New England, Inc.'s email format?

Capital Analysts of New England, Inc.'s email format typically follows the pattern of FLast@capitalanalystsne.com. Find more Capital Analysts of New England, Inc. email formats with LeadIQ.

When was Capital Analysts of New England, Inc. founded?

Capital Analysts of New England, Inc. was founded in 1972.

Capital Analysts of New England, Inc.

Q: What is Capital Analysts of New England, Inc.'s NAICS code?

Capital Analysts of New England, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMassachusetts, United States11-50 Employees

Welcome to Our Firm

Capital Analysts of New England was founded in 1972 to provide personal and business financial planning for its clients. We were a forerunner of the financial planning movement. Today, we are one of the industry's most innovative providers of diverse financial services.

Our technical skills are matched by a talent for listening. We listen to our clients' opinions about what they need without imposing our own prejudices. We then develop financial plans based upon each client's unique circumstances.

Company Overview

Headquarters: 1266 Furnace Brook Parkway Suite 300 Quincy, Massachusetts 02169 United States
Phone number: +1-617-786-****
Website: capitalanalystsne.com
NAICS Code: 52 - Finance and Insurance
Founded: 1972
Employees: 11-50