What departments does Appleton Partners, Inc. have?

Appleton Partners, Inc. has employees across 4 departments including Entrepreneurship, Operations, Education, Information Security.

What is the largest department at Appleton Partners, Inc.?

The largest department at Appleton Partners, Inc. is Education with 6 employees.

Where are Appleton Partners, Inc. employees located globally?

Appleton Partners, Inc. has employees across 2 continents and 2 countries including India, United States Of America.

How has Appleton Partners, Inc.'s team size changed over time?

Appleton Partners, Inc.'s team has decreased from approximately 73 to 37 employees based on available data.

Appleton Partners, Inc. Employee Directory

Investment ManagementMassachusetts, United States51-200 Employees

Appleton Partners, Inc. is an investment management firm based in Boston, Massachusetts, focused on wealth management and customized investment solutions. The firm emphasizes separate account management to align portfolio parameters with individual client goals, including risk tolerance, liquidity needs, and tax considerations, rather than offering a one-size-fits-all approach. It positions itself as a client-centered adviser that maintains a personalized, accessible, and transparent relationship with financial advisors and private clients, and it is 100% employee-owned and operated. The company operates within the registered investment adviser space, providing services through its Boston headquarters and serving as a trusted partner in managing client assets.

In May 2026, Appleton Partners announced a recent development involving the adoption of an AI platform to support private client workflows, reflecting its ongoing emphasis on enhancing client service and operational efficiency. The firm manages substantial client assets and maintains a stance of independence and ownership structure that aligns its interests with those of its clients. Located in the Boston area, Appleton Partners operates within the broader investment management industry, aiming to tailor investment planning and execution to individual client circumstances.

Appleton Partners, Inc. Global Highlights

North America
97

United States Of America
97

Asia
1

India
1

Appleton Partners, Inc.'s Leadership

C. D.
Chief Executive Officer
Mobile Phone
Email
J. A.
Vice President Provider Network Operations
Mobile Phone
Email
T. K.
Vice President Of Education
Mobile Phone
Email
W. K.
Executive Vice President
Mobile Phone
Email
G. M.
Principal
Mobile Phone
Email
A. W.
Substitute Teacher
Mobile Phone
Email
A. S.
Long Term Substitute Teacher
Mobile Phone
Email
A. N.
Teacher Assistant
Mobile Phone
Email

Appleton Partners, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Entrepreneurship
Information Technology
Other

Contact profiles from Appleton Partners, Inc.

Name

Title

Contact Info

Location

Last Update

L. T.
Information Security Officer
Mobile Phone
Email
Aug 01, 2026
N. O.
Administrator
Mobile Phone
Email
Oct 17, 2024
P. C.
Instructor
Mobile Phone
Email
Oct 22, 2024
S. B.
Special Education Aide
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Appleton Partners, Inc. known for?

Appleton Partners, Inc. was founded in 1986 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-617-292-****

. Explore Appleton Partners, Inc.'s company overview page for more information.

What is Appleton Partners, Inc.'s most common email format?

Appleton Partners, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Appleton Partners, Inc. email formats with LeadIQ.

How many employees does Appleton Partners, Inc. have currently?

Appleton Partners, Inc. has approximately 74 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Appleton Partners, Inc.'s key employees and leadership?

As of July 2026, Appleton Partners, Inc.'s key employees include:

Chief Executive Officer: C. D.
Vice President Provider Network Operations: J. A.
Vice President Of Education: T. K.
Executive Vice President: W. K.
Principal: G. M.

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Appleton Partners, Inc. Employee Directory

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