Insights

Niche Market Focus Winslow, Evans & Crocker primarily caters to individual and institutional investors seeking personalized financial advice, indicating a targeted market segment aligned with premium financial services and advisory solutions.

Growth Investment Activity The company has been actively investing in diverse asset classes including equities, bonds, ETFs, and ESG-focused funds, suggesting a readiness to expand diversified portfolio offerings and attract clients interested in sustainable investing.

Mid-Sized Firm Potential With 51 to 200 employees and a revenue range of 25 to 50 million dollars, Winslow, Evans & Crocker presents an opportunity to develop specialized service offerings tailored for mid-market wealth management clients.

Technology Stack Insights The company's use of web and analytics tools such as WordPress, Google Analytics, and MySQL highlights an openness to digital engagement solutions, providing avenues for sales of advanced digital tools and client experience enhancements.

Recent Asset Acquisitions Active investment in a variety of ETFs and stocks like Eastern Bankshares and Ralph Lauren indicates their strategic interest in expanding diverse asset holdings, presenting opportunities to promote tailored investment products and institutional asset management services.

Winslow,Evans&Crocker Tech Stack

Winslow,Evans&Crocker uses 8 technology products and services including Curalate, WordPress, MySQL, and more. Explore Winslow,Evans&Crocker's tech stack below.

  • Curalate
    Analytics
  • WordPress
    Content Management System
  • MySQL
    Database
  • jQuery Migrate
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts
  • GoDaddy
    Web Hosting
  • Apache
    Web Servers

Media & News

Winslow,Evans&Crocker's Email Address Formats

Winslow,Evans&Crocker uses at least 2 format(s):
Winslow,Evans&Crocker Email FormatsExamplePercentage
FLast@e-winslow.comJDoe@e-winslow.com
93%
First@e-winslow.comJohn@e-winslow.com
2%
FMLast@e-winslow.comJMDoe@e-winslow.com
3%
FMiddleLast@e-winslow.comJMichaelDoe@e-winslow.com
2%
FLast@winslowevanscrocker.comJDoe@winslowevanscrocker.com
25%
Last@winslowevanscrocker.comDoe@winslowevanscrocker.com
25%
FLast@winslowevanscrocker.comJDoe@winslowevanscrocker.com
25%
Last@winslowevanscrocker.comDoe@winslowevanscrocker.com
25%

Frequently Asked Questions

What is Winslow,Evans&Crocker's phone number?

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You can contact Winslow,Evans&Crocker's main corporate office by phone at . 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 Winslow,Evans&Crocker's official website and social media links?

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Winslow,Evans&Crocker's official website is winslowevanscrocker.com and has social profiles on LinkedIn.

What is Winslow,Evans&Crocker's NAICS code?

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Winslow,Evans&Crocker's NAICS code is 52 - Finance and Insurance.

How many employees does Winslow,Evans&Crocker have currently?

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As of December 2025, Winslow,Evans&Crocker has approximately 51 employees across 1 continents, including North America. Key team members include Chief Investment Officer, Executive Vice President: D. W.President And Ceo: B. M.President And CEO: R. M.. Explore Winslow,Evans&Crocker's employee directory with LeadIQ.

What industry does Winslow,Evans&Crocker belong to?

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Winslow,Evans&Crocker operates in the Financial Services industry.

What technology does Winslow,Evans&Crocker use?

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Winslow,Evans&Crocker's tech stack includes CuralateWordPressMySQLjQuery MigrateGoogle AnalyticsAdobe FontsGoDaddyApache.

What is Winslow,Evans&Crocker's email format?

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Winslow,Evans&Crocker's email format typically follows the pattern of FLast@e-winslow.com. Find more Winslow,Evans&Crocker email formats with LeadIQ.

When was Winslow,Evans&Crocker founded?

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Winslow,Evans&Crocker was founded in 1991.

Winslow,Evans&Crocker

Financial ServicesMassachusetts, United States51-200 Employees

Experience. Intelligence. Accessibility. Whether you’re an individual or institutional investor, you deserve to work with people who take the time to fully understand your needs, offer exceptional advice and service, and are dedicated to helping you achieve your goals.

Our team is comprised of highly experienced professionals with deep industry knowledge and resources. We are poised to help you by developing and executing a fully integrated financial plan, as well as advice, insurance, portfolio management, and trading.

Get the personal service of a small, dedicated firm with the knowledge and experience you require. Connect to a better financial future by contacting Winslow today.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Winslow,Evans&Crocker's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Winslow,Evans&Crocker's revenue is estimated to be in the range of $25M$50M

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