Insights

Customer-Centric Approach McDonald Partners emphasizes a highly personalized financial advisory service, creating tailored investment plans for clients. This focus presents opportunities to introduce specialized financial technology solutions that enhance customization and client engagement.

Technology Utilization The firm leverages advanced tools like MySQL, Bootstrap, and Google Tag Manager, indicating openness to integrating innovative technologies. Marketing and sales efforts can highlight complementary data analytics and client relationship management solutions to support their tech-driven environment.

Recent Asset Investments Recent stakes in prominent companies such as Applied Materials and Northrop Grumman suggest a strategic interest in high-growth and defense sectors, providing a potential gateway for offering sector-specific investment products or analytics services.

Growth and Revenue Focus With annual revenues estimated between 25 million and 50 million and a growing asset portfolio, McDonald Partners is positioned for expansion. Tech and service providers can target scaling solutions, compliance platforms, or new investment management tools to support their growth.

Market Positioning Competing with firms of similar size and revenue, McDonald Partners presents opportunities for niche financial services, bespoke investment strategies, and compliance solutions tailored to small and mid-sized advisory firms aiming to differentiate their offerings.

McDonald Partners Tech Stack

McDonald Partners uses 8 technology products and services including MySQL, oEmbed, Twemoji, and more. Explore McDonald Partners's tech stack below.

  • MySQL
    Database
  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • yepnope.js
    Javascript Frameworks
  • Underscore.js
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

McDonald Partners's Email Address Formats

McDonald Partners uses at least 1 format(s):
McDonald Partners Email FormatsExamplePercentage
FLast@mcdonald-partners.comJDoe@mcdonald-partners.com
82%
First.Last@mcdonald-partners.comJohn.Doe@mcdonald-partners.com
12%
FirstL@mcdonald-partners.comJohnD@mcdonald-partners.com
4%
First.MiddleLast@mcdonald-partners.comJohn.MichaelDoe@mcdonald-partners.com
2%

Frequently Asked Questions

Where is McDonald Partners's headquarters located?

Minus sign iconPlus sign icon
McDonald Partners's main headquarters is located at 1301 East 9th Street, Suite 3700. The company has employees across 2 continents, including North AmericaEurope.

What is McDonald Partners's phone number?

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

Minus sign iconPlus sign icon
McDonald Partners's official website is mcdonald-partners.com and has social profiles on LinkedIn.

What is McDonald Partners's SIC code NAICS code?

Minus sign iconPlus sign icon
McDonald Partners's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does McDonald Partners have currently?

Minus sign iconPlus sign icon
As of January 2026, McDonald Partners has approximately 23 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operating Officer: T. A. R. H.Chief Investment Officer: B. H.Partner: T. Z.. Explore McDonald Partners's employee directory with LeadIQ.

What industry does McDonald Partners belong to?

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

What technology does McDonald Partners use?

Minus sign iconPlus sign icon
McDonald Partners's tech stack includes MySQLoEmbedTwemojiyepnope.jsUnderscore.jsModernizrGoogle Tag ManagerBootstrap.

What is McDonald Partners's email format?

Minus sign iconPlus sign icon
McDonald Partners's email format typically follows the pattern of FLast@mcdonald-partners.com. Find more McDonald Partners email formats with LeadIQ.

When was McDonald Partners founded?

Minus sign iconPlus sign icon
McDonald Partners was founded in 2005.

McDonald Partners

Financial ServicesOhio, United States11-50 Employees

Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. We are a full-service brokerage and investment advisory firm, offering comprehensive solutions with a customer-centric focus.

Our specialized approach allows us to create a customized plan based on your financial goals. We have the advantage of utilizing RBC Correspondent Services' suite of services and technology to meet our clients' needs.

To learn more about McDonald Partners, please visit our web page at: www.mcdonald-partners.com 

Copyright © 2020 McDonald Partners / All Rights Reserved

McDonald Partners, LLC is a Member FINRA & SIPC. The content on this website is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by McDonald Partners, LLC.

McDonald Partners LLC is an SEC-registered investment adviser, offering an array of investment strategies. Registration with the SEC does not imply any level of skill or training. McDonald Partners' strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm's Form ADV, which is available at https://adviserinfo.sec.gov/.

McDonald Partners, LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. McDonald Partners, LLC will not accept purchase or sale orders via LinkedIn or its messaging systems. McDonald Partners, LLC is not responsible for content posted by third-parties.

Section iconCompany Overview

Headquarters
1301 East 9th Street, Suite 3700
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    McDonald Partners's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    McDonald Partners's revenue is estimated to be in the range of $25M$50M

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.