Insights

Growing financial services High revenue band for a mid-sized advisory firm (50-100M) with 51-200 employees indicates strong scale and potential for enterprise-level tech, data, and operations enhancements driving efficiency and client experience.

Tech stack leverage Adoption of diverse technologies (Google Ads, Hotjar, LinkedIn Tag, iCIMS, Calendly, AWS, Datadog, Piwik) suggests openness to vendor partnerships for martech, analytics, CRM, recruiting, and cloud infrastructure improvements.

Partnership potential Recent collaboration with C2 Design Group and Greco Construction to modernize office environment signals appetite for professional services, branding, space optimization, and client experience initiatives that could pair with advisory tech lifts.

Industry positioning Independent advisory with a robust network of CPAs, attorneys, actuaries, and underwriters presents cross-sell opportunities for enhanced planning services, specialty insurance, and actuarial solutions through strategic vendor alliances.

Growth enablement Revenue scale and growth trajectory combined with a decade of leadership under Conor Boyd indicates a readiness for scalable tech, compliance, and cybersecurity investments to support expanded client base and advisory processes.

Similar companies to Thoroughbred Advisors

Thoroughbred Advisors Tech Stack

Thoroughbred Advisors uses 8 technology products and services including Google Ads, Hotjar, Linkedin Insight Tag, and more. Explore Thoroughbred Advisors's tech stack below.

Thoroughbred Advisors's Email Address Formats

Thoroughbred Advisors uses at least 3 email formats:
Thoroughbred Advisors Email FormatsExamplePercentage
First@thoroughbredadvisors.comJohn@thoroughbredadvisors.com
88%
First.Last@thoroughbredadvisors.comJohn.Doe@thoroughbredadvisors.com
7%
FLast@thoroughbredadvisors.comJDoe@thoroughbredadvisors.com
5%

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 September 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 September 2026, Thoroughbred Advisors has approximately 79 employees across 2 continents, including North America and Europe. Key team members include Principal: B. C., Agency Bookkeeper: R. V. and 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 Google Ads, Hotjar, Linkedin Insight Tag, iCIMS, Calendly, Amazon Web Services, Datadog and Piwik.

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

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