Insights

Private Wealth Expertise St. Germain Investment Management specializes in personalized long-term asset preservation for high net-worth clients, presenting an opportunity to offer tailored wealth advisory and advanced financial planning services.

Recent Growth Activities The acquisition of Gage-Wiley & Co. indicates a strategic expansion, opening potential avenues for cross-selling additional investment solutions and broadening their client base with complementary financial services.

Mid-Sized Market Niche With a revenue range of 50 to 100 million and a relatively small team, St. Germain operates in a niche where bespoke, high-quality investment management services are valued, creating opportunities to introduce innovative tools and platforms to enhance client engagement.

Technology Adoption Utilizing a mix of web analytics, form management, and Python-based tools, there is scope to deepen technological integration—such as advanced CRM or AI-driven investment insights—to improve operational efficiency and client experience.

Competitive Positioning As a privately owned firm with a long heritage since 1924, St. Germain emphasizes relationship management and asset preservation, representing an opportunity to differentiate further through personalized digital solutions and sustainability-focused investment options tailored to affluent clients.

Similar companies to St. Germain Investment Management

St. Germain Investment Management Tech Stack

St. Germain Investment Management uses 8 technology products and services including jQuery, parallax.js, Lightbox, and more. Explore St. Germain Investment Management's tech stack below.

jQuery
Javascript Libraries
parallax.js
Javascript Libraries
Lightbox
Javascript Libraries
Packery
Javascript Libraries
Python
Programming Languages
Google Analytics
Web Analytics
Ninja Forms
Web Platform Extensions
OpenGSE
Web Servers

Media & News

Stgermaininvestments acquires Gage-Wiley & Co., Inc..
St. Germain Investment Management announced its acquisition of brokerage Gage-Wiley & Co. and its affiliate RIA, New England Capital.
Jan 13, 2020 | www.wealthmanagement.com

St. Germain Investment Management's Email Address Formats

St. Germain Investment Management uses at least 1 format(s):

St. Germain Investment Management Email Formats	Example	Percentage
FLast@stgermaininvestments.com	JDoe@stgermaininvestments.com	47%
Last@stgermaininvestments.com	Doe@stgermaininvestments.com	3%
FLast@stgermaininvestments.com	JDoe@stgermaininvestments.com	47%
Last@stgermaininvestments.com	Doe@stgermaininvestments.com	3%

Frequently Asked Questions

Where is St. Germain Investment Management's headquarters located?

St. Germain Investment Management's main headquarters is located at 1500 Main Street, 25th Floor. The company has employees across 2 continents, including North AmericaAsia.

What is St. Germain Investment Management's phone number?

You can contact St. Germain Investment Management's main corporate office by phone at

+1-800-443-****

. 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 St. Germain Investment Management's official website and social media links?

St. Germain Investment Management's official website is stgermaininvestments.com and has social profiles on LinkedIn.

How much revenue does St. Germain Investment Management generate?

As of December 2025, St. Germain Investment Management's annual revenue is estimated to be $500K.

What is St. Germain Investment Management's SIC code NAICS code?

St. Germain Investment Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does St. Germain Investment Management have currently?

As of December 2025, St. Germain Investment Management has approximately 33 employees across 2 continents, including North AmericaAsia. Key team members include Vice President - Portfolio Manager: R. B.Vp Portfolio Manager: T. W.Vice President - Portfolio Manager: R. B.. Explore St. Germain Investment Management's employee directory with LeadIQ.

What industry does St. Germain Investment Management belong to?

St. Germain Investment Management operates in the Investment Management industry.

What technology does St. Germain Investment Management use?

St. Germain Investment Management's tech stack includes jQueryparallax.jsLightboxPackeryPythonGoogle AnalyticsNinja FormsOpenGSE.

What is St. Germain Investment Management's email format?

St. Germain Investment Management's email format typically follows the pattern of FLast@stgermaininvestments.com. Find more St. Germain Investment Management email formats with LeadIQ.

When was St. Germain Investment Management founded?

St. Germain Investment Management was founded in 1924.

St. Germain Investment Management

Q: What technology does St. Germain Investment Management use?

St. Germain Investment Management's tech stack includes YouTube, jQuery, Ninja Forms, oEmbed, SiteGround.

Investment ManagementMassachusetts, United States11-50 Employees

St. Germain's mission is to manage investments based on our clients' goals while delivering exemplary, personalized service regardless of the size or scope of their assets. First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. Our competency is in preserving your assets based on your interests and yours alone. It is a competency that addresses long-term investment opportunities and solutions that benefits you and future generations.