Insights

Experienced Fiduciary Team Plimoth Investment Advisors boasts a highly knowledgeable team of investment and fiduciary specialists with advanced certifications and experience from major financial institutions, highlighting their potential need for premium financial products and tailored advisory services.

Strong Leadership Transition The recent promotion of Louis Sousa to president and CEO signifies active leadership development and strategic growth, offering opportunities to engage with the company during its leadership evolution and explore leadership-focused investment or consulting services.

Growth in Client Custody With revenue between $25 million and $50 million, Plimoth Investment Advisors is positioned as a growing mid-sized firm, potentially seeking scalable technology solutions, assets management platforms, or client relationship tools to support expansion.

Market Alignment Operating in the investment management industry with top competitors like Charles Schwab and Fidelity, there is potential to offer niche financial tools, compliance solutions, or innovative investment products to help differentiate their services.

Technology Stack Usage Their use of cloud and analytics tools such as Salesforce and Google Analytics suggests openness to integrating additional fintech solutions, data analytics, or cybersecurity services to enhance operational efficiency and client engagement.

Similar companies to Plimoth Investment Advisors

Plimoth Investment Advisors Tech Stack

Plimoth Investment Advisors uses 8 technology products and services including RingCentral, cdnjs, Salesforce, and more. Explore Plimoth Investment Advisors's tech stack below.

RingCentral
Contact Center Solutions
cdnjs
Content Delivery Network
Salesforce
Customer Relationship Management
oEmbed
Dev Tools
Font Awesome
Font Scripts
JSON-LD
Javascript Frameworks
jQuery
Javascript Libraries
Google Analytics
Web Analytics

Media & News

Plimoth Investment Advisors's Email Address Formats

Plimoth Investment Advisors uses at least 1 format(s):

Plimoth Investment Advisors Email Formats	Example	Percentage
FLast@plimothinvestmentadvisors.com	JDoe@plimothinvestmentadvisors.com	44%
Last@plimothinvestmentadvisors.com	Doe@plimothinvestmentadvisors.com	6%
FLast@plimothinvestmentadvisors.com	JDoe@plimothinvestmentadvisors.com	44%
Last@plimothinvestmentadvisors.com	Doe@plimothinvestmentadvisors.com	6%

Frequently Asked Questions

Where is Plimoth Investment Advisors's headquarters located?

Plimoth Investment Advisors's main headquarters is located at 38 Resnik Road, Suite 202. The company has employees across 1 continents, including North America.

What is Plimoth Investment Advisors's phone number?

You can contact Plimoth Investment Advisors's main corporate office by phone at

+1-508-747-****

. 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 Plimoth Investment Advisors's official website and social media links?

Plimoth Investment Advisors's official website is plimothinvestmentadvisors.com and has social profiles on LinkedIn.

What is Plimoth Investment Advisors's SIC code NAICS code?

Plimoth Investment Advisors's SIC code is 6036 - Savings Institutions, Not Federally Chartered NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Plimoth Investment Advisors have currently?

As of December 2025, Plimoth Investment Advisors has approximately 18 employees across 1 continents, including North America. Key team members include Vice President & Wealth Management Officer: C. S.President & Chief Executive Officer: L. E. S.Senior Vice President - Chief Investment Officer: M. J. G.. Explore Plimoth Investment Advisors's employee directory with LeadIQ.

What industry does Plimoth Investment Advisors belong to?

Plimoth Investment Advisors operates in the Investment Management industry.

What technology does Plimoth Investment Advisors use?

Plimoth Investment Advisors's tech stack includes RingCentralcdnjsSalesforceoEmbedFont AwesomeJSON-LDjQueryGoogle Analytics.

What is Plimoth Investment Advisors's email format?

Plimoth Investment Advisors's email format typically follows the pattern of FLast@plimothinvestmentadvisors.com. Find more Plimoth Investment Advisors email formats with LeadIQ.

Plimoth Investment Advisors

Q: How many employees does Plimoth Investment Advisors have currently?

Plimoth Investment Advisors has approximately 18 employees.

Q: What technology does Plimoth Investment Advisors use?

Plimoth Investment Advisors's tech stack includes Microsoft Outlook, Cloudflare Bot Management, Fiserv, JSON-LD, jQuery.

Investment ManagementMassachusetts, United States11-50 Employees

It's really all about you...


Few things are more important to an individual than their financial security. That's why Plimoth Investment Advisors has assembled a  knowledgeable team of investment and fiduciary specialists with advanced certifications and degrees. These experts have investment experience from some of the world's largest financial institutions.

While a sound investment discipline is an important component of managing a client's financial affairs, we are committed to building a strong relationship ensuring regular ongoing communication.