Insights

Strategic Partnerships The Bulfinch Group collaborates with Guardian Life and PAS, signaling a favorable channel for cross-sell opportunities in life insurance, wealth management, and advisory services through allied networks.

Mid Market Focus With 51-200 employees and revenue in the 100M-250M range, target mid-market families and business owners for integrated financial planning, retirement strategies, and executive compensation solutions.

Community and Giving Strong culture of giving and community involvement presents opportunities to position ESG and charitable giving programs as value-adds in client advisory services.

Growth and Hiring Frequent hires and expanding team history suggest a dynamic firm open to partnerships, training programs, and co-branded marketing to scale client acquisition.

Technology Enablement Tech stack includes cloud and analytics tools (Datadog, Cloudflare, Warm web tooling) enabling data-driven client experiences; potential for enhanced digital onboarding, client portals, and security-focused service offerings.

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The Bulfinch Group Tech Stack

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

accessiBe
Accessibility
Hotjar
Analytics
Mailgun
Email
Font Awesome
Font Scripts
JSON-LD
Javascript Frameworks
Datadog
Real User Monitoring
Cloudflare Bot Management
Security
Vimeo
Video Players

Media & News

The Bulfinch Group's Email Address Formats

The Bulfinch Group uses at least 4 email formats:

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 August 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 August 2026, The Bulfinch Group has approximately 130 employees across 2 continents, including North America and Europe. Key team members include Partner And Senior Vice President: J. O., Principal: M. L. and Financial Representative: A. B. 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 accessiBe, Hotjar, Mailgun, Font Awesome, JSON-LD, Datadog, Cloudflare Bot Management and Vimeo.

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 130 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.