Insights

Wealth Management Focus Parkwood LLC is a sophisticated family investment office offering comprehensive trust and estate services, presenting potential opportunities for premium financial technology solutions and personalized wealth management platforms.

Strategic Asset Investments The firm actively invests in notable assets such as Fortive, Accenture, and Boston Scientific, indicating openness to portfolio expansion and partnership opportunities in diversified asset classes and institutional investment services.

Leadership Evolution With the appointment of a new CEO in January 2022, there is likely a strategic shift toward modernization and growth, making this an ideal moment to introduce innovative financial products or consulting services aligned with their evolving leadership.

Technology Utilization Employing advanced tech stacks like Bloomberg, Nginx, and JavaScript, Parkwood LLC demonstrates a strong digital infrastructure, suggesting they could be receptive to cutting-edge financial analytics, data security, or client engagement solutions.

Market Niche & Revenue Operating within the high-net-worth family office space with revenues between 25 to 50 million dollars, the company offers targeted opportunities for premium service providers in estate planning, tax advisory, and bespoke financial planning tailored for affluent clients.

Parkwood LLC Tech Stack

Parkwood LLC uses 8 technology products and services including Bloomberg, REST, Cloudflare, and more. Explore Parkwood LLC's tech stack below.

  • Bloomberg
    Accounting And Finance
  • REST
    Api Management
  • Cloudflare
    Content Management System
  • Continuous Delivery
    Continuous Integration
  • Microsoft PowerPoint
    Editors
  • Acumatica
    Enterprise Resource Planning
  • Visual Basic .NET
    Programming
  • Nginx
    Web Servers

Parkwood LLC's Email Address Formats

Parkwood LLC uses at least 2 format(s):
Parkwood LLC Email FormatsExamplePercentage
FLast@parkwd.comJDoe@parkwd.com
95%
Last@parkwd.comDoe@parkwd.com
5%
First@parkwoodcorp.comJohn@parkwoodcorp.com
67%
F.Last@parkwoodcorp.comJ.Doe@parkwoodcorp.com
33%

Frequently Asked Questions

Where is Parkwood LLC's headquarters located?

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Parkwood LLC's main headquarters is located at 1000 Lakeside Avenue Cleveland, Ohio 44114 United States. The company has employees across 1 continents, including North America.

What is Parkwood LLC's phone number?

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You can contact Parkwood LLC'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 Parkwood LLC's official website and social media links?

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Parkwood LLC's official website is parkwoodcorp.com and has social profiles on LinkedIn.

What is Parkwood LLC's SIC code NAICS code?

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Parkwood LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Parkwood LLC have currently?

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As of June 2026, Parkwood LLC has approximately 66 employees across 1 continents, including North America. Key team members include Chief Operating Officer Emeritus: I. B.Vice President And Director Of Investments: J. A.Owner: A. E.. Explore Parkwood LLC's employee directory with LeadIQ.

What industry does Parkwood LLC belong to?

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Parkwood LLC operates in the Financial Services industry.

What technology does Parkwood LLC use?

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Parkwood LLC's tech stack includes BloombergRESTCloudflareContinuous DeliveryMicrosoft PowerPointAcumaticaVisual Basic .NETNginx.

What is Parkwood LLC's email format?

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Parkwood LLC's email format typically follows the pattern of FLast@parkwd.com. Find more Parkwood LLC email formats with LeadIQ.

When was Parkwood LLC founded?

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Parkwood LLC was founded in 1997.

Parkwood LLC

Financial ServicesOhio, United States51-200 Employees

Parkwood LLC and its subsidiary Parkwood Trust Company function as the private wealth office and trust entity for the Mandel family and their charitable foundations. Based in Cleveland, Ohio, with a Delaware office for Parkwood Trust, the firm provides a broad array of services, from investment management and trust administration to charitable planning and multi-generational tax and estate planning, along with accounting, tax return preparation, and legal matters support. The client base is complex, requiring specialized, integrated services beyond what is typical for trust companies. 

Operating in the financial services sector, Parkwood targets a niche market of single-family offices and related philanthropic entities, offering governance and wealth-management solutions across generations. In January 2022, the firm appointed Adam Langsam as chief executive officer, signaling a leadership transition within the organization.

Section iconCompany Overview

Headquarters
1000 Lakeside Avenue Cleveland, Ohio 44114 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Parkwood LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Parkwood LLC's revenue is estimated to be in the range of $25M$50M

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