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Insights

Strategic Partnerships Commonwealth Financial Network has been actively forming strategic partnerships with companies like Succession Link, LLC to enhance M&A and succession planning opportunities. This presents an opportunity for cross-selling services or collaborating on joint ventures with these partnered firms.

Investment Portfolio Expansion Commonwealth has recently expanded its investment portfolio by acquiring stakes in companies like Camtek, Canoo, Triumph Financial, Inc., Axonics, Inc., and Dorian LPG Ltd. This diversification indicates potential investment opportunities for these companies and opens doors for financial advisory services.

Breaches of Fiduciary Duty Lawsuit Despite facing legal challenges, such as the breach of fiduciary duty lawsuit resulting in a $93.3M penalty by the SEC, Commonwealth's financial strength remains resilient. Offering risk management or compliance advisory services to prevent such issues could be a sales angle to explore.

Competitive Edge in Technology Utilizing a tech stack including Bill.com, DocuSign, and Zoom among others, Commonwealth emphasizes technological advancement. Businesses looking to streamline operations, enhance client interactions, or improve security through tech solutions could be potential clients for Commonwealth's services.

Financial Stability With reported annual revenue of $1B, Commonwealth Financial Network demonstrates financial stability and growth potential. Positioning financial products, investment opportunities, or business consulting services to leverage this stability could be a compelling sales strategy.

Similar companies to Commonwealth Financial Network

Commonwealth Financial Network Tech Stack

Commonwealth Financial Network uses 8 technology products and services including Bill.com, SoapUI, Metadata, and more. Explore Commonwealth Financial Network's tech stack below.

  • Bill.com
    Accounting And Finance
  • SoapUI
    Data Management Platforms
  • Metadata
    Marketing Automation
  • DocuSign
    Miscellaneous
  • Linux
    Programming Languages
  • Dynatrace RUM
    Real User Monitoring
  • Zoom
    Web Conferencing
  • Facebook
    Widgets

Media & News

Commonwealth Financial Network's Email Address Formats

Commonwealth Financial Network uses at least 1 format(s):
Commonwealth Financial Network Email FormatsExamplePercentage
FLast@commonwealth.comJDoe@commonwealth.com
91%
First.Last@commonwealth.comJohn.Doe@commonwealth.com
6%
FirstLast@commonwealth.comJohnDoe@commonwealth.com
2%
First@commonwealth.comJohn@commonwealth.com
1%

Frequently Asked Questions

Where is Commonwealth Financial Network's headquarters located?

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Commonwealth Financial Network's main headquarters is located at 29 Sawyer Road Waltham, MA 02453 US. The company has employees across 6 continents, including North AmericaSouth AmericaEurope.

What is Commonwealth Financial Network's phone number?

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You can contact Commonwealth Financial Network'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 Commonwealth Financial Network's official website and social media links?

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Commonwealth Financial Network's official website is commonwealth.com and has social profiles on LinkedIn.

How much revenue does Commonwealth Financial Network generate?

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As of September 2024, Commonwealth Financial Network's annual revenue reached $5B.

What is Commonwealth Financial Network's NAICS code?

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Commonwealth Financial Network's NAICS code is 52 - Finance and Insurance.

How many employees does Commonwealth Financial Network have currently?

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As of September 2024, Commonwealth Financial Network has approximately 1.7K employees across 6 continents, including North AmericaSouth AmericaEurope. Key team members include Chief Executive Officer: B. W.Chief Executive Officer: C. A.Chief People Officer: M. J.. Explore Commonwealth Financial Network's employee directory with LeadIQ.

What industry does Commonwealth Financial Network belong to?

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Commonwealth Financial Network operates in the Financial Services industry.

What technology does Commonwealth Financial Network use?

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Commonwealth Financial Network's tech stack includes Bill.comSoapUIMetadataDocuSignLinuxDynatrace RUMZoomFacebook.

What is Commonwealth Financial Network's email format?

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Commonwealth Financial Network's email format typically follows the pattern of . Find more Commonwealth Financial Network email formats with LeadIQ.

When was Commonwealth Financial Network founded?

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Commonwealth Financial Network was founded in 1979.
Commonwealth Financial Network

Commonwealth Financial Network

Financial ServicesMassachusetts, United States1001-5000 Employees

Who We Serve
Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. 

Your Advantage
The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. 

Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business.

Learn More
Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org

Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
29 Sawyer Road Waltham, MA 02453 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1979
Employees
1001-5000

Section iconFunding & Financials

  • $1B

    Commonwealth Financial Network's revenue is in the range of $1B

Section iconFunding & Financials

  • $1B

    Commonwealth Financial Network's revenue is in the range of $1B

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