Insights

Niche Financial Planning Established player with a long history since 1972 focused on personal and business financial planning, presenting an opportunity to offer advisory services tailored to mid-market clients seeking comprehensive planning.

Mid-Sized Firm Small to mid-sized firm size (11-50 employees) suggests agility and potential for integrated technology, outsourced CFO style services, or outsourced investment and retirement planning solutions for growing client bases.

Revenue Growth Revenue in the range of 25M to 50M indicates stable cash flow with room for scalable services such as financial analytics, portfolio optimization, or enhanced client engagement platforms to drive AUM.

Tech Stack Current tech includes AWS, Drupal, and various front-end libraries, signaling openness to modern cloud-based client portals, data integration, and digital marketing enhancements to attract and service clients.

Industry Position Operating in a competitive landscape with larger incumbents, offering differentiated planning approaches and partnerships to deliver personalized services could unlock opportunities for white-label solutions, advisor training, or compliance tooling.

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Capital Analysts of New England, Inc. Tech Stack

Capital Analysts of New England, Inc. uses 8 technology products and services including Amazon Web Services, Google Hosted Libraries, Drupal, and more. Explore Capital Analysts of New England, Inc.'s tech stack below.

Amazon Web Services
Cloud Hosting
Google Hosted Libraries
Content Delivery Network
Drupal
Content Management System
Microsoft PowerPoint
Editors
Lightbox
Javascript Libraries
Underscore.js
Javascript Libraries
Orbit Slider
Web Tools And Plugins
AddToAny
Widgets

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

Capital Analysts of New England, Inc. uses at least 3 email formats:

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

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.

How much revenue does Capital Analysts of New England, Inc. generate?

As of September 2026, Capital Analysts of New England, Inc.'s annual revenue is estimated to be $25M - $50M.

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 September 2026, Capital Analysts of New England, Inc. has approximately 33 employees across 1 continents, including North America. Key team members include Partner: S. D., Executive Director Of Operations: A. H. and Certified Financial Planner: B. S. 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 Services, Google Hosted Libraries, Drupal, Microsoft PowerPoint, Lightbox, Underscore.js, Orbit Slider and AddToAny.

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

Capital Analysts of New England, Inc. is a financial services firm founded in 1972 that focuses on personal and business financial planning. The company emphasizes listening to clients to understand their unique circumstances, building plans that reflect individual needs rather than applying a one-size-fits-all approach. Located in Quincy, Massachusetts, it positions itself as an innovative provider within the financial planning field, aiming to support clients through tailored guidance and planning.
Based in the New England region, the firm serves a client base that seeks comprehensive financial planning solutions. Its approach centers on developing strategies that address both personal and business objectives, underscoring a commitment to attentive, customized service within the broader financial services industry.