Insights

Targeted Client Base Windhaven Investment Management specializes in serving high net worth individuals, trusts, retirement plans, foundations, and endowments, indicating a need for sophisticated, high-quality investment solutions and premium financial services.

Diverse Asset Exposure The company's investment strategy involves broad diversification across global markets, including gold, commodities, and real estate, presenting opportunities to offer specialized investment products or ancillary services related to these asset classes.

Strong Industry Position Acquired by Charles Schwab and recognized as a leading ETF-focused asset manager, Windhaven holds a prominent position in the investment management sector, opening avenues for partnerships or collaborative product development.

Growth Potential With a revenue estimate between $10M and $25M and an underdeveloped staff size, there is significant potential for expansion into new markets or boosting assets under management through targeted sales efforts.

Technological Edge Utilizing advanced tech platforms such as Amazon EC2, Nginx, and Optimizely, Windhaven demonstrates a focus on leveraging technology for portfolio management and client engagement, indicating opportunities to integrate innovative financial technology solutions.

Similar companies to Windhaven Investment Management, Inc.

Windhaven Investment Management, Inc. Tech Stack

Windhaven Investment Management, Inc. uses 8 technology products and services including Optimizely, TikTok Pixel, Amazon EC2, and more. Explore Windhaven Investment Management, Inc.'s tech stack below.

Optimizely
A/B Testing
TikTok Pixel
Analytics
Amazon EC2
Cloud Infrastructure Computing
OneTrust
Cookie Compliance
Percona
Database
Acquia Cloud Platform
Platform As A Service
Akamai mPulse
Real User Monitoring
Nginx
Web Servers

Media & News

Charles Schwab acquired Windhaveninvestments on Jan 1st '10.
Windhaven was acquired by Charles Schwab ( SCHW ) in 2010 and was recently the largest ETF-oriented asset manager tracked by Morningstar.
Jan 12, 2016 | www.barrons.com

Windhaven Investment Management, Inc.'s Email Address Formats

Windhaven Investment Management, Inc. uses at least 1 format(s):

Windhaven Investment Management, Inc. Email Formats	Example	Percentage
First.Last@windhaveninvestments.com	John.Doe@windhaveninvestments.com	77%
Last@windhaveninvestments.com	Doe@windhaveninvestments.com	17%
First@windhaveninvestments.com	John@windhaveninvestments.com	6%

Frequently Asked Questions

Where is Windhaven Investment Management, Inc.'s headquarters located?

Windhaven Investment Management, Inc.'s main headquarters is located at 33rd Floor Boston, Massachusetts United States. The company has employees across 1 continents, including North America.

What is Windhaven Investment Management, Inc.'s phone number?

You can contact Windhaven Investment Management, Inc.'s main corporate office by phone at

+1-617-960-****

. 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 Windhaven Investment Management, Inc.'s official website and social media links?

Windhaven Investment Management, Inc.'s official website is windhaveninvestments.com and has social profiles on LinkedIn.

What is Windhaven Investment Management, Inc.'s NAICS code?

Windhaven Investment Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Windhaven Investment Management, Inc. have currently?

As of April 2026, Windhaven Investment Management, Inc. has approximately 8 employees across 1 continents, including North America. Key team members include Portfolio Manager, Head Of Quantitative Research: G. M.Senior Managing Director: J. M.Managing Director: M. B.. Explore Windhaven Investment Management, Inc.'s employee directory with LeadIQ.

What industry does Windhaven Investment Management, Inc. belong to?

Windhaven Investment Management, Inc. operates in the Investment Management industry.

What technology does Windhaven Investment Management, Inc. use?

Windhaven Investment Management, Inc.'s tech stack includes OptimizelyTikTok PixelAmazon EC2OneTrustPerconaAcquia Cloud PlatformAkamai mPulseNginx.

What is Windhaven Investment Management, Inc.'s email format?

Windhaven Investment Management, Inc.'s email format typically follows the pattern of First.Last@windhaveninvestments.com. Find more Windhaven Investment Management, Inc. email formats with LeadIQ.

When was Windhaven Investment Management, Inc. founded?

Windhaven Investment Management, Inc. was founded in 1994.

Windhaven Investment Management, Inc.

Q: What is Windhaven Investment Management, Inc.'s NAICS code?

Windhaven Investment Management, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMassachusetts, United States2-10 Employees

Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model.

Our mission is to help our clients achieve an attractive rate of return on their investments over the long term while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions.