Insights

Expansion signals Recent leadership addition of an Executive Transition Consultant from Morgan Stanley indicates a strategic push into advising high-net-worth professionals through career transitions, creating cross-sell opportunities for advanced wealth and retirement services partnerships.

Acquisition momentum Launches of Price Financial Management and Mickley Wealth Strategies show active growth via affiliated practices, presenting upsell paths to clients seeking broader financial services, succession planning, and enhanced recruiting services.

Industry focus Specialization in Financial Services and placement for roles from regional leadership to brokers suggests a target market of RIAs, Hybrid RIAs, and independent broker-dealers ripe for talent optimization, advisory platform expansion, and tech-enabled recruiting.

Tech-enabled recruiting Adoption of iCIMS, LinkedIn Ads, and CRM/engagement tools indicates capacity to scale outreach to mid-to-senior financial services professionals, enabling targeted campaigns for hard-to-fill roles like Regional VPs and General Agents.

Revenue scale With revenue in the 1-10 million range and a compact team, there is potential for strategic partnerships to complement staffing services with wealth management consulting, executive transition programs, and training offerings to expand wallet share.

Similar companies to Winthrop & Co.

Winthrop & Co. Tech Stack

Winthrop & Co. uses 8 technology products and services including LinkedIn Ads, Hotjar, iCIMS, and more. Explore Winthrop & Co.'s tech stack below.

Winthrop & Co.'s Email Address Formats

Winthrop & Co. uses at least 3 email formats:
Winthrop & Co. Email FormatsExamplePercentage
FLast@winthropco.comJDoe@winthropco.com
62%
First@winthropco.comJohn@winthropco.com
23%
Last@winthropco.comDoe@winthropco.com
15%

Frequently Asked Questions

What is Winthrop & Co.'s official website and social media links?

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Winthrop & Co.'s official website is winthropco.com and has social profiles on LinkedIn.

How much revenue does Winthrop & Co. generate?

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As of October 2026, Winthrop & Co.'s annual revenue is estimated to be $1M - $10M.

What is Winthrop & Co.'s NAICS code?

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Winthrop & Co.'s NAICS code is 5613 - Employment Services.

How many employees does Winthrop & Co. have currently?

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As of October 2026, Winthrop & Co. has approximately 8 employees across 1 continents, including North America. Key team members include Head Of Marketing | Executive Transition Consultant: T. N., Co-Founder: T. R. and Transitional Consultant For Financial Advisors: C. P. Explore Winthrop & Co.'s employee directory with LeadIQ.

What industry does Winthrop & Co. belong to?

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Winthrop & Co. operates in the Staffing and Recruiting industry.

What technology does Winthrop & Co. use?

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Winthrop & Co.'s tech stack includes LinkedIn Ads, Hotjar, iCIMS, WordPress, Google Workspace, Tawk.to, WhatsApp Business and Vercel.

What is Winthrop & Co.'s email format?

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Winthrop & Co.'s email format typically follows the pattern of FLast@winthropco.com. Find more Winthrop & Co. email formats with LeadIQ.

When was Winthrop & Co. founded?

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Winthrop & Co. was founded in 2017.
Winthrop & Co. logo

Winthrop & Co.

Staffing and RecruitingMassachusetts, United States2-10 Employees

Winthrop & Co. is a staffing and recruiting firm based in Boston, Massachusetts, offering specialized consulting services to clients in the Financial Services industry. The firm positions itself as a full-service placement partner, focusing on roles such as Regional Vice Presidents, branch and sales leadership, and producers or wholesalers, and it emphasizes a personalized, end-to-end representation and market insight to help clients find suitable career opportunities. Its clients include regional firms, wirehouses, RIAs, hybrid-RIAs, and independent broker-dealers, with the aim of guiding professionals through career transitions and navigating evolving industry dynamics. The company, which operates with a small team, has expanded through recent initiatives and leadership hires, including the appointment of an executive transition consultant, and has launched specialized financial management and wealth strategy entities in related ventures. Based in Boston, Winthrop & Co. serves as a bridge between financial services professionals and employers, leveraging its industry experience and network to streamline the hiring process.

Section iconCompany Overview

NAICS Code
5613 - Employment Services
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Winthrop & Co.'s revenue is estimated to be in the range of $1M - $10M

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