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Insights

Leadership transition Bartholomew & Company recently announced a leadership transition with Alex Bartholomew appointed as Chief Executive Officer, signaling strategic shifts and potential new partnerships or technology investments to support growth.

Growth potential With revenue under one million and a growing list of national clients served, there is an opportunity to offer scalable wealth management technology, data analytics, and cyber risk solutions to support firm expansion and client experience improvements.

Awarded credibility Multiple industry recognitions (Best-In-State Wealth Advisors, Top 1500 Financial Advisors, Five Star Wealth Manager awards) strengthen the firm’s credibility, making them a receptive target for premium technology platforms, outsourced services, and advisor enablement tools.

Technology footprint Current tech stack includes cloud, CRM, marketing, and security tools (AWS, iCIMS, DocuSign, Datadog, New Relic, Drupal). This indicates openness to cloud-based, scalable solutions, data integrations, and performance monitoring enhancements.

Strategic affiliations Securities and advisory services are offered through Commonwealth Financial Network, suggesting opportunities to align with custodian-supported platforms, practice management solutions, and compliance/compliance-adjacent services tailored to independent advisors.

Similar companies to Bartholomew and Company, Inc.

Bartholomew and Company, Inc. Tech Stack

Bartholomew and Company, Inc. uses 8 technology products and services including LinkedIn Ads, Microsoft Advertising, iCIMS, and more. Explore Bartholomew and Company, Inc.'s tech stack below.

Media & News

Bartholomew and Company, Inc.'s Email Address Formats

Bartholomew and Company, Inc. uses at least 4 email formats:
Bartholomew and Company, Inc. Email FormatsExamplePercentage
First@bartandco.comJohn@bartandco.com
65%
First.Last@bartandco.comJohn.Doe@bartandco.com
26%
Last@bartandco.comDoe@bartandco.com
6%
F.Last@bartandco.comJ.Doe@bartandco.com
3%

Frequently Asked Questions

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

Minus sign iconPlus sign icon You can contact Bartholomew and Company, Inc.'s main corporate office by phone at
+1-800-440-****
. 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?

Minus sign iconPlus sign iconBartholomew and Company, Inc.'s official website is bartandco.com and has social profiles on LinkedIn.

How much revenue does Bartholomew and Company, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, Bartholomew and Company, Inc.'s annual revenue is estimated to be <$1M.

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

Minus sign iconPlus sign iconBartholomew and Company, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of July 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. Explore Bartholomew and Company, Inc.'s employee directory with LeadIQ.

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

Minus sign iconPlus sign iconBartholomew and Company, Inc. operates in the Financial Services industry.

What technology does Bartholomew and Company, Inc. use?

Minus sign iconPlus sign iconBartholomew and Company, Inc.'s tech stack includes LinkedIn Ads, Microsoft Advertising, iCIMS, Amazon Web Services, Drupal, DocuSign, Datadog and New Relic.

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

Minus sign iconPlus sign iconBartholomew 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. logo

Bartholomew and Company, Inc.

Financial ServicesMassachusetts, United States11-50 Employees

Bartholomew & Company, Inc. is a mid-sized financial services firm that concentrates on independent wealth management and institutional investment advisory services. Based in Worcester, Massachusetts, the firm was founded in 1994 by Thomas J. Bartholomew to provide client-focused financial guidance.

Its client base spans the United States, including individuals seeking comprehensive planning and institutions requiring investment advisory services. Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser. In June 2026, the firm announced a leadership transition with Alex Bartholomew named Chief Executive Officer.

Section iconCompany Overview

Phone number
+1-800-440-****
Website
bartandco.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • <$1M

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

Company Leadership

  • Executive Assistant To President at Bartholomew and Company, Inc.
    H. K.
    Executive Assistant To President
    Mobile Phone

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