Insights

Specialized Client Focus Bartholomew & Company emphasizes a client-centric approach with customized wealth management services, indicating opportunities for tailored financial solutions and advisory tools to enhance personalized client engagement.

Awards and Recognition Consistent industry accolades such as the Five Star Wealth Manager awards and Forbes' Best-in-State listing suggest a reputable firm that values high-quality service, opening pathways to premium technology or training solutions to maintain these standards.

Growth and Leadership The appointment of Thomas J. Bartholomew as President & CEO and recent promotions highlight leadership stability and growth focus, presenting sales opportunities for leadership development platforms and business management software.

Technology Stack Utilization of advanced cloud services, security, and web technologies demonstrates a tech-savvy organization open to innovative digital solutions, including cybersecurity, cloud infrastructure enhancements, or client portal upgrades.

Market Niche and Reach Operating within a competitive landscape in the financial services industry with a relatively small team suggests potential for scalable technology solutions that improve operational efficiency and client outreach, especially targeting regional firms looking to expand capabilities.

Bartholomew and Company, Inc. Tech Stack

Bartholomew and Company, Inc. uses 8 technology products and services including Amazon Web Services, Amazon EC2, Module Federation, and more. Explore Bartholomew and Company, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon EC2
    Cloud Infrastructure Computing
  • Module Federation
    Development
  • CodeMirror
    Editors
  • JSON-LD
    Javascript Frameworks
  • Web Vitals
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Cloudflare Bot Management
    Security

Media & News

Bartholomew and Company, Inc.'s Email Address Formats

Bartholomew and Company, Inc. uses at least 1 format(s):
Bartholomew and Company, Inc. Email FormatsExamplePercentage
First@bartandco.comJohn@bartandco.com
64%
First.Last@bartandco.comJohn.Doe@bartandco.com
27%
Last@bartandco.comDoe@bartandco.com
6%
F.Last@bartandco.comJ.Doe@bartandco.com
3%

Frequently Asked Questions

Where is Bartholomew and Company, Inc.'s headquarters located?

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Bartholomew and Company, Inc.'s main headquarters is located at Worcester, Massachusetts United States. The company has employees across 1 continents, including North America.

What is Bartholomew and Company, Inc.'s phone number?

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You can contact Bartholomew and Company, Inc.'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 Bartholomew and Company, Inc.'s official website and social media links?

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Bartholomew and Company, Inc.'s official website is bartandco.com and has social profiles on LinkedIn.

What is Bartholomew and Company, Inc.'s NAICS code?

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Bartholomew and Company, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Bartholomew and Company, Inc. have currently?

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As of February 2026, Bartholomew and Company, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Executive Assistant To President: H. K.Aifâ®, Vice President: C. D.: M. N.. Explore Bartholomew and Company, Inc.'s employee directory with LeadIQ.

What industry does Bartholomew and Company, Inc. belong to?

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Bartholomew and Company, Inc. operates in the Financial Services industry.

What technology does Bartholomew and Company, Inc. use?

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Bartholomew and Company, Inc.'s tech stack includes Amazon Web ServicesAmazon EC2Module FederationCodeMirrorJSON-LDWeb VitalsHubSpotCloudflare Bot Management.

What is Bartholomew and Company, Inc.'s email format?

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Bartholomew and Company, Inc.'s email format typically follows the pattern of First@bartandco.com. Find more Bartholomew and Company, Inc. email formats with LeadIQ.

Bartholomew and Company, Inc.

Financial ServicesMassachusetts, United States11-50 Employees

Thomas J. Bartholomew established Bartholomew & Company, Inc. in 1994. After spending nearly two decades in the investment securities business and related field, Tom decided to take his practice to the next level by establishing a firm solely devoted to his clients. Bartholomew & Company quickly attracted several local investment professionals who noticed Tom's philosophies and dedication to his clients and how they could enhance the relationships they had with their clients. For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,ID,IL, IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,NC,NH,NJ,NM,NV,NY,OH,OR,PA,RI,SC,TX,VA,VT,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Bartholomew & Company, Inc., 370 Main Street, Suite 1000, Worcester, MA 01608. 800.440.8807 or 508.753.8807 Please see our Terms of Use here: www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
Worcester, Massachusetts United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M

    Bartholomew and Company, Inc.'s revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Bartholomew and Company, Inc.'s revenue is estimated to be in the range of $1M

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