Insights

Regional Growth Mid-sized financial services firm based in Latham, NY with 51-200 employees and $50M-$100M in revenue presents a compelling prospect for wealth management technology, optimization services, and scale-focused advisory solutions to improve client experience and back-office efficiency.

Partnership Potential Recent collaboration with C2 Design Group signals openness to strategic partnerships and refreshed office experiences; ideal opportunity to propose co-branded marketing systems, client engagement platforms, and joint events that drive local brand prominence.

Technology Enablement Current tech stack includes cloud and analytics tools (Google Analytics, Google Tag Manager, Piwik PRO Core, Cloudflare, jsDelivr, jQuery, Modernizr); a fit for cybersecurity enhancements, data analytics maturation, and marketing automation to scale client acquisition and service delivery.

Advisor Network Access to a network of CPAs, attorneys, pension admins, actuaries, and underwriters presents cross-sell opportunities for integrated financial planning, tax strategy, risk management, and retirement planning services.

Growth Readiness Revenue scale and post-pandemic expansion mindset indicate readiness for onboarding more sophisticated outsourced services, technology upgrades, and compliance/firmwide automation to support growth without sacrificing client experience.

Thoroughbred Advisors Tech Stack

Thoroughbred Advisors uses 8 technology products and services including Amazon S3, Cloudflare, FMG Suite, and more. Explore Thoroughbred Advisors's tech stack below.

  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • FMG Suite
    Content Marketing
  • Modernizr
    Javascript Libraries
  • Choices
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Google Search Console
    Web Analytics
  • Google Analytics
    Web Analytics

Thoroughbred Advisors's Email Address Formats

Thoroughbred Advisors uses at least 1 format(s):
Thoroughbred Advisors Email FormatsExamplePercentage
First@thoroughbredadvisors.comJohn@thoroughbredadvisors.com
83%
First.Last@thoroughbredadvisors.comJohn.Doe@thoroughbredadvisors.com
10%
FLast@thoroughbredadvisors.comJDoe@thoroughbredadvisors.com
7%

Frequently Asked Questions

What is Thoroughbred Advisors's official website and social media links?

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Thoroughbred Advisors's official website is thoroughbredadvisors.com and has social profiles on LinkedIn.

How much revenue does Thoroughbred Advisors generate?

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As of August 2026, Thoroughbred Advisors's annual revenue is estimated to be $50M - $100M.

What is Thoroughbred Advisors's NAICS code?

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Thoroughbred Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Thoroughbred Advisors have currently?

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As of August 2026, Thoroughbred Advisors has approximately 79 employees across 1 continents, including North America. Key team members include Principal: B. C.Agency Bookkeeper: R. V.Financial Planner: J. N.. Explore Thoroughbred Advisors's employee directory with LeadIQ.

What industry does Thoroughbred Advisors belong to?

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Thoroughbred Advisors operates in the Financial Services industry.

What technology does Thoroughbred Advisors use?

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Thoroughbred Advisors's tech stack includes Amazon S3CloudflareFMG SuiteModernizrChoicesGoogle Tag ManagerGoogle Search ConsoleGoogle Analytics.

What is Thoroughbred Advisors's email format?

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Thoroughbred Advisors's email format typically follows the pattern of First@thoroughbredadvisors.com. Find more Thoroughbred Advisors email formats with LeadIQ.
Thoroughbred Advisors logo

Thoroughbred Advisors

Financial ServicesNew York, United States51-200 Employees

Thoroughbred Advisors is a financial services firm based in Latham, New York, founded by Conor Boyd, a former financial advisor and managing director at Northwestern Mutual. The company delivers comprehensive financial planning services backed by a collaborative network of professionals, including CPAs, attorneys, pension administrators, actuaries, and insurance underwriters, to support clients through a consistent planning process. This approach aims to help clients align products, plans, and professional guidance toward financial security and prosperity, guiding them through stages described as entering the starting gate, hitting their stride, and coming down the home stretch. The firm operates within the financial services industry and emphasizes a client-focused planning experience, leveraging its practitioner network to address complex planning needs for individuals and families. A recent development noted is a partnership with C2 Design Group to create a welcoming environment for both advisors and clients in its post-pandemic vision. Thoroughbred Advisors is independently affiliated with Equity Services, Inc., which provides securities and investment advisory services.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Thoroughbred Advisors's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Thoroughbred Advisors's revenue is estimated to be in the range of $50M - $100M

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