Insights

Targeted Client Niche Thoroughbred Advisors specializes in providing personalized financial planning services with a comprehensive network of professionals, indicating an opportunity to offer advanced financial technology solutions to enhance their client experience and streamline their planning processes.

Strong Market Position Generating revenue between 50 million and 100 million with a relatively focused staff size suggests a well-established regional presence, presenting a chance to introduce scalable digital marketing tools or enhanced customer engagement platforms.

Digital Infrastructure Utilizing a modern tech stack including Amazon S3, Cloudflare, and Google Tag Manager indicates openness to adopting innovative cloud-based and cybersecurity solutions that can optimize their online operations and client data security.

Recent Expansion Efforts Partnering with local design and construction firms to upgrade office space demonstrates growth ambitions, providing an opportunity to offer facility management technologies or employee engagement tools.

Competitive Landscape Operating within a space with large competitors like Charles Schwab and Fidelity suggests potential for differentiation through high-end client relationship management software, personalized advisory platforms, or compliance automation tools tailored for mid-sized firms.

Thoroughbred Advisors Tech Stack

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

  • Section.io
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • ScrollReveal
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

Thoroughbred Advisors's Email Address Formats

Thoroughbred Advisors uses at least 1 format(s):
Thoroughbred Advisors Email FormatsExamplePercentage
First@thoroughbredadvisors.comJohn@thoroughbredadvisors.com
82%
First.Last@thoroughbredadvisors.comJohn.Doe@thoroughbredadvisors.com
11%
FLast@thoroughbredadvisors.comJDoe@thoroughbredadvisors.com
7%

Frequently Asked Questions

Where is Thoroughbred Advisors's headquarters located?

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Thoroughbred Advisors's main headquarters is located at 421 Troy Schenectady Road Latham, New York 12110 United States. The company has employees across 1 continents, including North America.

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.

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 April 2026, Thoroughbred Advisors has approximately 73 employees across 1 continents, including North America. Key team members include Chief Operations Officer: C. O. S.Chief Marketing Officer: M. S.Managing Partner: C. B.. 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 Section.ioAmazon S3CloudflareScrollRevealjQuery UIHSTSGoogle Tag ManagerBootstrap.

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

Financial ServicesNew York, United States51-200 Employees

With over a decade of experience as a Financial Advisor and later Managing Director at Northwestern Mutual, Conor Boyd founded Thoroughbred Advisors with the goal of delivering a higher quality of planning, technology, and service experience to his existing and growing clientele. A consistent experience is delivered to our clients through Conor's Financial Planning Process.  Thoroughbred Advisors has a network of Professionals whose expertise can be called upon during the Planning Process.  These professionals may include CPA’s, Attorney’s, Pension Administrators, Actuaries, and Insurance Underwriters.

This process helps ensure our clients products, plans, and professionals are working efficiently toward their financial security and prosperity. Whether you are Entering the Starting Gate, Hitting Your Stride, or Coming Down the Home Stretch, Thoroughbred Advisors will be there every step of the way to help you win your race.

Conor Boyd is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham NY 12110, 518-608-4608. Thoroughbred Advisors is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc.

Section iconCompany Overview

Headquarters
421 Troy Schenectady Road Latham, New York 12110 United States
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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