Insights

Niche Market Focus Laurentide Advisory specializes in providing institution-quality asset management and personalized financial planning, presenting an opportunity to offer tailored financial technology solutions and advanced analytics that align with their goal-driven approach.

Growth Potential With a small team and revenue under one million dollars, there is significant room for expansion into new investment strategies, technology enhancements, and client acquisition channels to boost growth and scale operations.

Technology Stack Compatibility Incorporating various web and analytics tools, Laurentide Advisory shows openness to digital solutions, making them a viable target for advanced CRM, data management, and client engagement platforms to improve service delivery.

Market Positioning Operating as an independent RIA in a competitive landscape with larger firms, Laurentide Advisory may benefit from marketing automation, branding solutions, and strategic partnerships to strengthen its market presence and attract high-net-worth clients.

Client-Centric Strategies Their emphasis on personalized solutions and comprehensive planning indicates an opportunity to introduce bespoke advisory software, client portal enhancements, or financial planning tools that enhance client engagement and satisfaction.

Laurentide Advisory Tech Stack

Laurentide Advisory uses 8 technology products and services including Mustache, jQuery, Video.js, and more. Explore Laurentide Advisory's tech stack below.

Mustache

Javascript Frameworks

jQuery

Javascript Libraries

Video.js

Javascript Libraries

Hammer.js

Javascript Libraries

reCAPTCHA

Security

Google Tag Manager

Tag Management

MediaElement.js

Video Players

Google Analytics

Web Analytics

Laurentide Advisory Email Formats	Example	Percentage
FLast@laurentideadvisory.com	JDoe@laurentideadvisory.com	50%
FLast@laurentideadvisory.com	JDoe@laurentideadvisory.com	50%

Laurentide Advisory Email Formats

Example

Percentage

FLast@laurentideadvisory.com

JDoe@laurentideadvisory.com

50%

FLast@laurentideadvisory.com

JDoe@laurentideadvisory.com

50%

Frequently Asked Questions

Where is Laurentide Advisory's headquarters located?

Laurentide Advisory's main headquarters is located at 160 Old Derby Street Suite 223 Hingham, Massachusetts 02043 United States. The company has employees across 1 continents, including North America.

What is Laurentide Advisory's phone number?

You can contact Laurentide Advisory's main corporate office by phone at

+1-781-749-****

. 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 Laurentide Advisory's official website and social media links?

Laurentide Advisory's official website is laurentideadvisory.com and has social profiles on LinkedIn.

What is Laurentide Advisory's SIC code NAICS code?

Laurentide Advisory's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Laurentide Advisory have currently?

As of February 2026, Laurentide Advisory has approximately 2 employees across 1 continents, including North America. Key team members include Financial Advisor And Owner: J. K.. Explore Laurentide Advisory's employee directory with LeadIQ.

What industry does Laurentide Advisory belong to?

Laurentide Advisory operates in the Investment Management industry.

What technology does Laurentide Advisory use?

Laurentide Advisory's tech stack includes MustachejQueryVideo.jsHammer.jsreCAPTCHAGoogle Tag ManagerMediaElement.jsGoogle Analytics.

What is Laurentide Advisory's email format?

Laurentide Advisory's email format typically follows the pattern of FLast@laurentideadvisory.com. Find more Laurentide Advisory email formats with LeadIQ.

When was Laurentide Advisory founded?

Laurentide Advisory was founded in 2015.

Laurentide Advisory

Q: How many employees does Laurentide Advisory have currently?

Laurentide Advisory has approximately 2 employees.

Q: What technology does Laurentide Advisory use?

Laurentide Advisory's tech stack includes Google Analytics, jQuery, Weebly, MediaElement.js, Snowplow.

Investment ManagementMassachusetts, United States2-10 Employees

At Laurentide Advisory, we believe every investor should have access to professionally-managed investment strategies and comprehensive financial planning.  Our mission is to enhance our clients' long term well-being through:

* Institutional-quality asset management
* Independent advice
* Personalized solutions

Laurentide Advisory is an independent, goals-driven Registered Investment Advisor founded by Rob Kania and John Kirby, located in Hingham, Massachusetts.  Collectively, we have over 50 years of experience meeting financial needs of clients.

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