Insights

Acquisition Potential The Colony Group has recently acquired HoyleCohen, LLC, Buckingham Strategic Wealth, and Gwwade, showcasing a track record of expanding through strategic acquisitions. This history of merging with other firms presents an opportunity for sales professionals to explore potential collaboration, cross-selling, and partnership opportunities with newly acquired entities.

Expansion of Principals The promotion of ten new principals within The Colony signifies internal growth and an increased focus on diversified leadership. Sales professionals can leverage these new key decision-makers to establish relationships, pitch services, and explore business expansion opportunities within the organization through tailored solutions and strategic partnerships.

High Revenue Potential With reported revenues between $50M - $100M, The Colony Group demonstrates financial stability and substantial earning capacity. This financial health indicates a potential for large-scale investment and high-value partnerships, offering sales professionals an opportunity to pitch premium services, wealth management solutions, and exclusive offerings to cater to their financial capabilities.

Experienced Personnel The departure of Dan Glaser as chairman and the appointment of Michael Nathanson as CEO highlight key personnel changes within The Colony Group. Sales professionals can leverage the expertise of new leadership to tailor sales approaches, pitch innovative solutions, and position their offerings based on the strategic direction set by the senior management team.

Tech-Driven Approach By utilizing tech stack components like Google Cloud, Lua, OpenResty, and Nginx, The Colony Group showcases a tech-driven operational approach. Sales professionals can align their tech solutions, offer complementary technology services, and provide digital transformation solutions that resonate with The Colony's tech-savvy culture, enhancing their sales pitch and value proposition.

Focus Partners Wealth Tech Stack

Focus Partners Wealth uses 4 technology products and services including Google Cloud, Lua, OpenResty, and more. Explore Focus Partners Wealth's tech stack below.

  • Google Cloud
    Infrastructure As A Service
  • Lua
    Programming Languages
  • OpenResty
    Web Servers
  • Nginx
    Web Servers

Media & News

Focus Partners Wealth's Email Address Formats

Focus Partners Wealth uses at least 2 format(s):
Focus Partners Wealth Email FormatsExamplePercentage
FLast@thecolonygroup.comJDoe@thecolonygroup.com
87%
First.Last@thecolonygroup.comJohn.Doe@thecolonygroup.com
9%
First@thecolonygroup.comJohn@thecolonygroup.com
1%
Last@thecolonygroup.comDoe@thecolonygroup.com
1%
FirLast@thecolonygroup.comJohDoe@thecolonygroup.com
1%
FirstL@thecolonygroup.comJohnD@thecolonygroup.com
1%
FLast@focuspartners.comJDoe@focuspartners.com
86%
Last@focuspartners.comDoe@focuspartners.com
11%
First@focuspartners.comJohn@focuspartners.com
2%
FL@focuspartners.comJD@focuspartners.com
1%

Frequently Asked Questions

Where is Focus Partners Wealth's headquarters located?

Minus sign iconPlus sign icon
Focus Partners Wealth's main headquarters is located at 2 Atlantic Avenue Boston, MA 02110 us. The company has employees across 4 continents, including North AmericaAsiaOceania.

What is Focus Partners Wealth's phone number?

Minus sign iconPlus sign icon
You can contact Focus Partners Wealth'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 Focus Partners Wealth's official website and social media links?

Minus sign iconPlus sign icon
Focus Partners Wealth's official website is focuspartners.com and has social profiles on LinkedIn.

How much revenue does Focus Partners Wealth generate?

Minus sign iconPlus sign icon
As of May 2025, Focus Partners Wealth's annual revenue reached $75M.

What is Focus Partners Wealth's NAICS code?

Minus sign iconPlus sign icon
Focus Partners Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Focus Partners Wealth have currently?

Minus sign iconPlus sign icon
As of May 2025, Focus Partners Wealth has approximately 1.1K employees across 4 continents, including North AmericaAsiaOceania. Key team members include Chief Executive Officer: A. B.Chief Planning Officer: J. L.Chief Investment Officer - Family Office Services: F. B.. Explore Focus Partners Wealth's employee directory with LeadIQ.

What industry does Focus Partners Wealth belong to?

Minus sign iconPlus sign icon
Focus Partners Wealth operates in the Financial Services industry.

What technology does Focus Partners Wealth use?

Minus sign iconPlus sign icon
Focus Partners Wealth's tech stack includes Google CloudLuaOpenRestyNginx.

What is Focus Partners Wealth's email format?

Minus sign iconPlus sign icon
Focus Partners Wealth's email format typically follows the pattern of . Find more Focus Partners Wealth email formats with LeadIQ.

When was Focus Partners Wealth founded?

Minus sign iconPlus sign icon
Focus Partners Wealth was founded in 1986.
Focus Partners Wealth

Focus Partners Wealth

Financial ServicesMassachusetts, United States1001-5000 Employees

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.

Section iconCompany Overview

Headquarters
2 Atlantic Avenue Boston, MA 02110 us
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
1001-5000

Section iconFunding & Financials

  • $50M$100M

    Focus Partners Wealth's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Focus Partners Wealth's revenue is in the range of $50M$100M

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.