Insights

Wealth Management Focus Loring, Wolcott & Coolidge Trust specializes in personalized wealth management solutions emphasizing long-term financial planning, legacy building, and philanthropic guidance, indicating a readiness to engage clients seeking comprehensive financial advisory services.

Strategic Asset Investments Recent investments in stakes across healthcare and technology sectors such as Tenet Healthcare and Interface demonstrate the firm's active asset management approach, highlighting potential opportunities for offering tailored investment solutions or portfolio diversification services.

Mid-Sized Market Niche With an employee base of 51-200 and revenues between 100 to 250 million dollars, the company operates in a significant market segment that may be interested in advanced financial products, technology integrations, or operational efficiencies to support growth.

Data-Driven Tools Utilization of sophisticated tech stacks including Bloomberg, FactSet, and SEO tools suggests a technologically savvy firm open to partnerships involving financial analytics, data integration, or digital platform enhancements.

Competitive Positioning As part of a landscape with similar firms of comparable size and revenue, Loring, Wolcott & Coolidge presents opportunities to differentiate through personalized client engagement strategies, innovative investment offerings, and enhanced service models tailored to affluent clients seeking trust-based financial management.

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 Boston, Massachusetts 02110 United States. 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 March 2026, Loring, Wolcott & Coolidge Trust, LLC has approximately 114 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Compliance Officer And Regulatory Counsel: C. S.Chief Compliance Officer: B. O.Chief Fiduciary Officer: T. F.. 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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