Insights

Target Client Base Middleton & Company serves high-net-worth individuals, families, trusts, and charitable foundations, indicating opportunities to offer tailored investment products and personalized financial services aligned with their disciplined investment approach.

Growth Potential With annual revenues between 25 million and 50 million and a dedicated team of up to 50 employees, the firm presents potential for expanding service offerings as they grow their client base and deepen existing relationships.

Technology Integration Utilizing advanced tech tools such as Chart.js, Google Tag Manager, and Apache, Middleton & Company emphasizes digital sophistication, opening avenues for upselling innovative financial analytics, reporting solutions, or customized tech platforms.

Leadership Transition Recent key personnel changes, including the departure of a senior portfolio manager, suggest an opportunity to engage with the firm during its leadership adjustment phase to offer specialized investment management support or strategic consulting.

Market Positioning Operating within a competitive landscape of firms like JLL and Cushman & Wakefield, Middleton & Company can be targeted for strategic partnerships or joint ventures to enhance their service delivery and expand market reach in the investment management sector.

Similar companies to Middleton & Company, Inc.

Middleton & Company, Inc. Tech Stack

Middleton & Company, Inc. uses 8 technology products and services including Chart.js, jQuery Migrate, ProgressBar.js, and more. Explore Middleton & Company, Inc.'s tech stack below.

Chart.js
Javascript Graphics
jQuery Migrate
Javascript Libraries
ProgressBar.js
Javascript Libraries
HSTS
Security
Google Tag Manager
Tag Management
Apache
Web Servers
jQuery Waypoints
Web Tools And Plugins
Shortcodes Ultimate
Web Tools And Plugins

Media & News

Patricia leaves Middleton & Company, Inc as Senior Portfolio Manager.
Patricia joins Fiduciary Trust from Middleton & Company in Boston, where she was a Senior Portfolio Manager.
May 07, 2019 | www.businesswire.com

Middleton & Company, Inc.'s Email Address Formats

Middleton & Company, Inc. uses at least 1 format(s):

Middleton & Company, Inc. Email Formats	Example	Percentage
First.Last@middletonco.com	John.Doe@middletonco.com	45%
FLast@middletonco.com	JDoe@middletonco.com	5%
First.Last@middletonco.com	John.Doe@middletonco.com	45%
FLast@middletonco.com	JDoe@middletonco.com	5%

Frequently Asked Questions

Where is Middleton & Company, Inc.'s headquarters located?

Middleton & Company, Inc.'s main headquarters is located at 600 Atlantic Avenue 18th Floor Boston, Massachusetts 02210 United States. The company has employees across 1 continents, including North America.

What is Middleton & Company, Inc.'s official website and social media links?

Middleton & Company, Inc.'s official website is middletonco.com and has social profiles on LinkedIn.

How much revenue does Middleton & Company, Inc. generate?

As of February 2026, Middleton & Company, Inc.'s annual revenue is estimated to be $3.3M.

What is Middleton & Company, Inc.'s SIC code NAICS code?

Middleton & Company, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Middleton & Company, Inc. have currently?

As of February 2026, Middleton & Company, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Chief Investment Officer: R. B.Chief Compliance Officer: C. M.Chief Investment Officer: E. N. G.. Explore Middleton & Company, Inc.'s employee directory with LeadIQ.

What industry does Middleton & Company, Inc. belong to?

Middleton & Company, Inc. operates in the Investment Management industry.

What technology does Middleton & Company, Inc. use?

Middleton & Company, Inc.'s tech stack includes Chart.jsjQuery MigrateProgressBar.jsHSTSGoogle Tag ManagerApachejQuery WaypointsShortcodes Ultimate.

What is Middleton & Company, Inc.'s email format?

Middleton & Company, Inc.'s email format typically follows the pattern of First.Last@middletonco.com. Find more Middleton & Company, Inc. email formats with LeadIQ.

When was Middleton & Company, Inc. founded?

Middleton & Company, Inc. was founded in 1984.

Middleton & Company, Inc.

Q: How many employees does Middleton & Company, Inc. have currently?

Middleton & Company, Inc. has approximately 12 employees.

Q: What technology does Middleton & Company, Inc. use?

Middleton & Company, Inc.'s tech stack includes jQuery, parallax.js, PHP, X-XSS-Protection, WordPress.

Investment ManagementMassachusetts, United States11-50 Employees

Investment Management • Investment Counsel

Middleton & Company, Inc. is an independent investment counseling firm dedicated to providing objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. 

Commitment to our clients, a passion for the markets and the belief that wise investing can make a difference in people’s lives led to the formation of Middleton & Company in 1984. Our mission is clear; to serve our clients’ investment needs with insight, objectivity and a personalized approach.

Company Overview

Headquarters: 600 Atlantic Avenue 18th Floor Boston, Massachusetts 02210 United States
Website: middletonco.com
SIC Code: 6282 - Investment Advice
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 1984
Employees: 11-50