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Insights

Niche Market Focus West Branch Capital specializes in holistic wealth management and investment advisory services, catering to high-net-worth individuals and sophisticated clients seeking comprehensive financial planning, estate strategies, and diverse investment options.

Active Asset Management The firm demonstrates consistent investment activity with recent stakes in major companies including Parker-Hannifin, Iron Mountain, and Charter Communications, indicating ongoing engagement for asset management and portfolio diversification services.

Growth and Expansion With multiple office locations in Massachusetts and New York, West Branch Capital is expanding its geographic footprint, providing opportunities for relationship building and local service offerings.

Technology Stack Utilization The company's use of advanced analytics and management tools such as Google Analytics and MySQL suggests openness to integrating innovative technology solutions, offering potential for collaborations around fintech and data-driven advisory services.

Financial Scale and Potential Generating revenues between 10 million and 25 million with a focused investment portfolio, West Branch Capital presents a sizeable target for premium financial products, technology integrations, and high-value service enhancements tailored to its client base.

Similar companies to West Branch Capital LLC

West Branch Capital LLC Tech Stack

West Branch Capital LLC uses 8 technology products and services including Woopra, W3 Total Cache, RSS, and more. Explore West Branch Capital LLC's tech stack below.

Woopra
Analytics
W3 Total Cache
Caching
RSS
Content Management System
Duda
Content Management System
MySQL
Database
jQuery Migrate
Javascript Libraries
jQuery UI
Javascript Libraries
Google Analytics
Web Analytics

Media & News

West Branch Capital LLC's Email Address Formats

West Branch Capital LLC uses at least 1 format(s):

West Branch Capital LLC Email Formats	Example	Percentage
FLast@westbranchcapital.com	JDoe@westbranchcapital.com	46%
FMLast@westbranchcapital.com	JMDoe@westbranchcapital.com	4%
FLast@westbranchcapital.com	JDoe@westbranchcapital.com	46%
FMLast@westbranchcapital.com	JMDoe@westbranchcapital.com	4%

Frequently Asked Questions

Where is West Branch Capital LLC's headquarters located?

West Branch Capital LLC's main headquarters is located at 9 Research Drive, Suite 1. The company has employees across 1 continents, including North America.

What is West Branch Capital LLC's phone number?

You can contact West Branch Capital LLC's main corporate office by phone at

+1-781-556-****

. 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 West Branch Capital LLC's official website and social media links?

West Branch Capital LLC's official website is westbranchcapital.com and has social profiles on LinkedIn.

What is West Branch Capital LLC's SIC code NAICS code?

West Branch Capital LLC's SIC code is 8231 - Libraries NAICS code is 5239 - Other Financial Investment Activities.

How many employees does West Branch Capital LLC have currently?

As of December 2025, West Branch Capital LLC has approximately 10 employees across 1 continents, including North America. Key team members include Chief Investment Officer: P. W.Founder: A. M.Principal And Founder: H. S.. Explore West Branch Capital LLC's employee directory with LeadIQ.

What industry does West Branch Capital LLC belong to?

West Branch Capital LLC operates in the Investment Management industry.

What technology does West Branch Capital LLC use?

West Branch Capital LLC's tech stack includes WoopraW3 Total CacheRSSDudaMySQLjQuery MigratejQuery UIGoogle Analytics.

What is West Branch Capital LLC's email format?

West Branch Capital LLC's email format typically follows the pattern of FLast@westbranchcapital.com. Find more West Branch Capital LLC email formats with LeadIQ.

When was West Branch Capital LLC founded?

West Branch Capital LLC was founded in 2004.

West Branch Capital LLC

Investment ManagementMassachusetts, United States2-10 Employees

West Branch Capital is an independent fee-only, SEC registered Investment Adviser acting in a fiduciary capacity providing holistic Wealth Management Services, Investment Management, Financial Planning, Estate Planning and Tax Strategies.

Founded in 2004, West Branch Capital is an independently-owned, fee-only Registered Investment Adviser.  Our core investment team collectively represents over 100 years of investment management experience.  Our in-house investment management covers a broad spectrum of investment strategies, including Growth, Value, Balanced, Fixed Income (both taxable and tax-free), and Dynamic Asset Allocation.

We also offer sophisticated financial plans tailored to clients’ current and future needs.  Our planning process addresses virtually every aspect of a client’s financial life including estate planning, insurance, college and retirement needs.

www.westbranchcapital.com

Offices in Amherst, Hingham, and Hyannis, Massachusetts, and Williamsville, New York

Company Overview

Headquarters: 9 Research Drive, Suite 1
Phone number: +1-781-556-****
Website: westbranchcapital.com
SIC Code: 8231 - Libraries
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2004
Employees: 2-10

Media & News

Funding & Financials

$10M$25M
West Branch Capital LLC's revenue is estimated to be in the range of $10M$25M

Funding & Financials

$10M$25M
West Branch Capital LLC's revenue is estimated to be in the range of $10M$25M

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