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Coppertree, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Coppertree, LLC operates in the financial services sector and is based in Westborough, Massachusetts. The company has merged with Concord Wealth Partners as of January 1, 2022, and its presence now aligns with Concord Wealth Partners’ operations, with the consolidated entity continuing to serve clients in financial matters. While the details provided do not specify client types or service lines, the firm’s positioning appears to revolve around wealth management within the broader financial services landscape, serving professional clients seeking financial guidance and asset management solutions. A recent development noted is Concord Wealth Partners’ expansion efforts in 2026, including the opening of a new location in northeast Tennessee, indicating ongoing geographic growth and a focus on broadening regional accessibility for its wealth advisory services.

Find Coppertree, LLC employees' phone numbers or email addresses

Coppertree, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Coppertree, LLC's Leadership

  • Stylized image of a person
    E. Z.
    Financial Advisor
    Mobile Phone

Coppertree, LLC Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Coppertree, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. Z.
    Financial Advisor
    Mobile Phone
    Jul 07, 2024

Frequently Asked Questions

What is Coppertree, LLC known for?

Minus sign iconPlus sign iconCoppertree, LLC was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-508-719-****
. Explore Coppertree, LLC's company overview page for more information.

What is Coppertree, LLC's most common email format?

Minus sign iconPlus sign iconCoppertree, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coppertree, LLC email formats with LeadIQ.

How many employees does Coppertree, LLC have currently?

Minus sign iconPlus sign iconCoppertree, LLC has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Coppertree, LLC's key employees and leadership?

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As of August 2026, Coppertree, LLC's key employees include:

  • Financial Advisor: E. Z.

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