Insights

Sustainability Focus The Bulfinch Group emphasizes integrity, community involvement, and a culture of giving back, suggesting opportunities to align with socially responsible investing and ESG-focused solutions for high-net-worth clients and business owners.

Growth & Staffing With 51-200 employees and a steady stream of hires since 2020, there is likely ongoing demand for scalable wealth tech, client onboarding automation, and client relationship tools to support onboarding, collaboration, and performance tracking.

Strategic Partnerships Past collaborations with organizations like Women’s Worth and FreedomWorks indicate openness to partner ecosystems; this presents doors for co-marketing, referral arrangements, and bundled services with complementary firms.

Technology Stack Adoption of web and security technologies (Cloudflare CDN, JSON-LD, HSTS, accessibility tools) signals readiness for fintech integrations, data security enhancements, and marketing tech improvements to improve client experience.

Financial Profile Revenue in the mid-market range and Guardian Life affiliation suggest opportunities to offer advanced retirement planning, executive compensation planning, and insurance-linked investment solutions to affluent clients and business owners.

Similar companies to The Bulfinch Group

The Bulfinch Group Tech Stack

The Bulfinch Group uses 8 technology products and services including accessiBe, Hotjar, cdnjs, and more. Explore The Bulfinch Group's tech stack below.

accessiBe
Accessibility
Hotjar
Analytics
cdnjs
Content Delivery Network
Section.io
Content Delivery Network
FMG Suite
Content Marketing
Font Awesome
Font Scripts
JSON-LD
Javascript Frameworks
HSTS
Security

Media & News

The Bulfinch Group's Email Address Formats

The Bulfinch Group uses at least 1 format(s):

The Bulfinch Group Email Formats	Example	Percentage
FirstLast@bulfinchgroup.com	JohnDoe@bulfinchgroup.com	51%
First.Last@bulfinchgroup.com	John.Doe@bulfinchgroup.com	21%
First_Last@bulfinchgroup.com	John_Doe@bulfinchgroup.com	15%
FLast@bulfinchgroup.com	JDoe@bulfinchgroup.com	13%

Frequently Asked Questions

What is The Bulfinch Group's phone number?

You can contact The Bulfinch Group's main corporate office by phone at

+1-781-449-****

. 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 The Bulfinch Group's official website and social media links?

The Bulfinch Group's official website is bulfinchgroup.com and has social profiles on LinkedIn.

How much revenue does The Bulfinch Group generate?

As of July 2026, The Bulfinch Group's annual revenue is estimated to be $100M - $250M.

What is The Bulfinch Group's NAICS code?

The Bulfinch Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Bulfinch Group have currently?

As of July 2026, The Bulfinch Group has approximately 129 employees across 2 continents, including North AmericaEurope. Key team members include Partner And Senior Vice President: J. O.Compliance Officer And Department Head For Investments Area: C. P.Principal: M. L.. Explore The Bulfinch Group's employee directory with LeadIQ.

What industry does The Bulfinch Group belong to?

The Bulfinch Group operates in the Financial Services industry.

What technology does The Bulfinch Group use?

The Bulfinch Group's tech stack includes accessiBeHotjarcdnjsSection.ioFMG SuiteFont AwesomeJSON-LDHSTS.

What is The Bulfinch Group's email format?

The Bulfinch Group's email format typically follows the pattern of FirstLast@bulfinchgroup.com. Find more The Bulfinch Group email formats with LeadIQ.

When was The Bulfinch Group founded?

The Bulfinch Group was founded in 1994.

The Bulfinch Group

Q: What is The Bulfinch Group's official website and social media links?

The Bulfinch Group's official website is bulfinchgroup.com. The Bulfinch Group has social profiles on LinkedIn.

Q: How many employees does The Bulfinch Group have currently?

The Bulfinch Group has approximately 129 employees.

Q: What technology does The Bulfinch Group use?

The Bulfinch Group's tech stack includes Google Tag Manager, accessiBe, JSON-LD, Bentley, Cloudflare.

Q: What is The Bulfinch Group's NAICS code?

The Bulfinch Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesMassachusetts, United States51-200 Employees

The Bulfinch Group is an independent financial services and investment management firm based in Needham, Massachusetts, serving the Greater Boston area since 1994. It provides personalized financial advice and investment management to individuals, families and business owners. The firm operates as an Agency of The Guardian Life Insurance Company of America, with securities, products and advisory services offered through Park Avenue Securities LLC, a Guardian subsidiary; The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance is offered through The Bulfinch Group Insurance Agency, LLC, an affiliate; The Bulfinch Group, LLC is not licensed to sell insurance and is not a registered investment advisor. The company has 51 to 200 employees and is located at 160 Gould Street, Suite 310, Needham, Massachusetts, United States.