Insights

Niche Client Base Windhaven Investment Management primarily serves high net worth individuals, trusts, and institutional clients, offering a tailored investment approach. This focus presents opportunities to introduce advanced wealth management solutions and personalized financial technology tools to enhance client engagement and loyalty.

Global Diversification Strategies With a broad portfolio that includes gold, commodities, real estate, and international equities, Windhaven emphasizes sophisticated diversification. There is potential to offer specialized products or advisory services that complement or expand their existing macroeconomic risk management and asset allocation models.

Technology Stack Utilization The company leverages advanced cloud and analytics platforms such as Amazon EC2 and Akamai mPulse, indicating an openness to adopting innovative tech solutions. This creates opportunities to pitch cutting-edge analytics, cybersecurity enhancements, or AI-driven investment tools to further optimize their operations.

Growth Through Acquisition Since their acquisition by Charles Schwab in 2010, Windhaven has been part of a large financial ecosystem. There is potential to offer scalable enterprise solutions, platform integrations, or compliance tools that align with Schwab’s broader institutional and retail investment offerings.

Market Position and Potential As part of a competitive landscape with major players like BlackRock and Vanguard, Windhaven’s specialization in ETF-oriented asset management offers opportunities to provide advanced ETF analytics, trading platforms, or investor education services tailored to their growth strategy in these products.

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	44%
Last@windhaveninvestments.com	Doe@windhaveninvestments.com	9%
First@windhaveninvestments.com	John@windhaveninvestments.com	3%
First.Last@windhaveninvestments.com	John.Doe@windhaveninvestments.com	44%

Frequently Asked Questions

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 December 2025, Windhaven Investment Management, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Portfolio Manager, Head Of Quantitative Research: G. M.Managing Director: M. B.Director: M. K.. 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.

Investment ManagementMassachusetts, United States11-50 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.