Insights

Growth Potential With a revenue range of 25 to 50 million dollars and a relatively small team of fewer than 50 employees, Colony Family Offices presents significant growth opportunities through targeted financial and technological services tailored to wealth management firms.

Partnership Opportunities Recent collaborations with major institutions like Fidelity Investments suggest an openness to forming strategic alliances, making them a prime candidate for partnership proposals focused on advanced cybersecurity solutions and digital transformation services.

Security Enhancement Needs Following a reported data breach investigation, Colony Family Offices is actively seeking advanced cybersecurity support, indicating a potential demand for security software, data protection solutions, and incident response services.

Investment Expansion Their recent investment in ETFs, such as the iShares MSCI EAFE ETF, highlights an interest in expanding diversified asset holdings, opening doors for financial technology providers offering innovative investment tools or data analytics.

Digital Engagement Utilizing a tech stack that includes Google Analytics and Tag Manager shows a focus on digital engagement and marketing; this presents an opportunity to offer advanced digital marketing, CRM, or website optimization solutions to enhance client outreach.

Similar companies to Colony Family Offices

Colony Family Offices Tech Stack

Colony Family Offices uses 8 technology products and services including WordPress, Open Graph, MySQL, and more. Explore Colony Family Offices's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Google Fonts API
    Font Scripts
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Colony Family Offices's Email Address Formats

Colony Family Offices uses at least 1 format(s):
Colony Family Offices Email FormatsExamplePercentage
First.Last@colonyfamilyoffices.comJohn.Doe@colonyfamilyoffices.com
40%
Last@colonyfamilyoffices.comDoe@colonyfamilyoffices.com
10%
First.Last@colonyfamilyoffices.comJohn.Doe@colonyfamilyoffices.com
40%
Last@colonyfamilyoffices.comDoe@colonyfamilyoffices.com
10%

Frequently Asked Questions

Where is Colony Family Offices's headquarters located?

Minus sign iconPlus sign icon
Colony Family Offices's main headquarters is located at 4250 Congress Street, Suite 175. The company has employees across 1 continents, including North America.

What is Colony Family Offices's official website and social media links?

Minus sign iconPlus sign icon
Colony Family Offices's official website is colonyfamilyoffices.com and has social profiles on LinkedIn.

What is Colony Family Offices's SIC code NAICS code?

Minus sign iconPlus sign icon
Colony Family Offices's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Colony Family Offices have currently?

Minus sign iconPlus sign icon
As of December 2025, Colony Family Offices has approximately 17 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: M. B.Advisor, Chief Investment Strategist: T. B.Director Of Operations: E. D.. Explore Colony Family Offices's employee directory with LeadIQ.

What industry does Colony Family Offices belong to?

Minus sign iconPlus sign icon
Colony Family Offices operates in the Investment Management industry.

What technology does Colony Family Offices use?

Minus sign iconPlus sign icon
Colony Family Offices's tech stack includes WordPressOpen GraphMySQLGoogle Fonts APIPHPX-XSS-ProtectionGoogle Tag ManagerGoogle Analytics.

What is Colony Family Offices's email format?

Minus sign iconPlus sign icon
Colony Family Offices's email format typically follows the pattern of First.Last@colonyfamilyoffices.com. Find more Colony Family Offices email formats with LeadIQ.

When was Colony Family Offices founded?

Minus sign iconPlus sign icon
Colony Family Offices was founded in 2013.

Colony Family Offices

Investment ManagementNorth Carolina, United States11-50 Employees

Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families of wealth.

Section iconCompany Overview

Headquarters
4250 Congress Street, Suite 175
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Colony Family Offices's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Colony Family Offices's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.