Insights

Strong Market Presence Loring, Wolcott & Coolidge Trust operates within the financial services sector with an estimated revenue between $100M and $250M, indicating a significant market presence and potential for high-value financial solutions and asset management services.

Active Investment Strategy The firm has demonstrated recent active investment activity, including stakes in healthcare and technology sectors such as Tenet Healthcare and Interface, suggesting a strategic interest in diversified asset classes that can be further expanded.

Tech-Enabled Operations Utilizing advanced technology tools like Bloomberg, FactSet, and modern web infrastructure indicates an organization open to innovative financial analytics and digital platforms, presenting opportunities for integrated tech solutions and data analytics services.

Client-Centric Services Focused on long-term wealth management, financial planning, and philanthropic guidance, the company likely values personalized advisory services, creating opportunities for tailored financial solutions, estate planning, and family office services.

Growth Potential With a relatively moderate employee base of up to 200 and recent investment activities, the firm appears poised for expansion, making it a prime candidate for consulting services, technology upgrades, and strategic growth initiatives.

Loring, Wolcott & Coolidge Trust, LLC Tech Stack

Loring, Wolcott & Coolidge Trust, LLC uses 8 technology products and services including Bloomberg, FactSet, Microsoft Excel, and more. Explore Loring, Wolcott & Coolidge Trust, LLC's tech stack below.

Bloomberg

Accounting And Finance

FactSet

Business Intelligence

Microsoft Excel

Editors

Font Awesome

Font Scripts

WP Engine

Platform As A Service

PHP

Programming Languages

Yoast SEO

Search Engines

HSTS

Security

Loring, Wolcott & Coolidge Trust, LLC Email Formats	Example	Percentage
FLast@lwcotrust.com	JDoe@lwcotrust.com	50%
FLast@lwcotrust.com	JDoe@lwcotrust.com	50%

Loring, Wolcott & Coolidge Trust, LLC Email Formats

Example

Percentage

FLast@lwcotrust.com

JDoe@lwcotrust.com

50%

FLast@lwcotrust.com

JDoe@lwcotrust.com

50%

Frequently Asked Questions

Where is Loring, Wolcott & Coolidge Trust, LLC's headquarters located?

Loring, Wolcott & Coolidge Trust, LLC's main headquarters is located at 230 Congress Street, 12th Floor. The company has employees across 2 continents, including North AmericaSouth America.

What is Loring, Wolcott & Coolidge Trust, LLC's phone number?

You can contact Loring, Wolcott & Coolidge Trust, LLC's main corporate office by phone at

+1-617-523-****

. 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 Loring, Wolcott & Coolidge Trust, LLC's official website and social media links?

Loring, Wolcott & Coolidge Trust, LLC's official website is lwcotrust.com and has social profiles on LinkedIn.

What is Loring, Wolcott & Coolidge Trust, LLC's SIC code NAICS code?

Loring, Wolcott & Coolidge Trust, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Loring, Wolcott & Coolidge Trust, LLC have currently?

As of December 2025, Loring, Wolcott & Coolidge Trust, LLC has approximately 110 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Information Officer: A. H.Chief Compliance Officer And Regulatory Counsel: C. S.Chief Compliance Officer: B. O.. Explore Loring, Wolcott & Coolidge Trust, LLC's employee directory with LeadIQ.

What industry does Loring, Wolcott & Coolidge Trust, LLC belong to?

Loring, Wolcott & Coolidge Trust, LLC operates in the Financial Services industry.

What technology does Loring, Wolcott & Coolidge Trust, LLC use?

Loring, Wolcott & Coolidge Trust, LLC's tech stack includes BloombergFactSetMicrosoft ExcelFont AwesomeWP EnginePHPYoast SEOHSTS.

What is Loring, Wolcott & Coolidge Trust, LLC's email format?

Loring, Wolcott & Coolidge Trust, LLC's email format typically follows the pattern of FLast@lwcotrust.com. Find more Loring, Wolcott & Coolidge Trust, LLC email formats with LeadIQ.

Loring, Wolcott & Coolidge Trust, LLC

Financial ServicesMassachusetts, United States51-200 Employees

At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits.

Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances.

At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.

Insights

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