Insights

Boutique Growth Independent, client-centric investment advisory with a long-standing history (founded 1986) and a focus on personalized portfolios. Target potential partners or family offices seeking tailored investment management with conflict-free advisory.

Niche Scale Small firm size (2-10 employees) presents an opportunity to offer scalable technology, back-office support, and outsourced compliance solutions to streamline operations for growth and client onboarding efficiency.

Diverse Clients Serves individuals, family trusts, foundations, endowments, and pension plans. Potential cross-sell of ESG or thematic strategies, fiduciary services, and retirement plan consulting to expand market reach.

Portfolio Focus Active investment in a variety of equities and bonds with occasional disclosed holdings in well-known names. Prospect for tactical allocation products, risk analytics, and performance benchmarking tools to enhance client reporting.

Tech & Ops Reliance on widely used tech stack (Excel, Microsoft Office, site hosting) with basic web tools. Upsell possibilities include digital client onboarding, CRM, data analytics, and secure reporting platforms to improve efficiency and client experience.

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Ipswich Investment Management Tech Stack

Ipswich Investment Management uses 8 technology products and services including Squarespace, Open Graph, Google Fonts API, and more. Explore Ipswich Investment Management's tech stack below.

Squarespace
Content Management System
Open Graph
Content Management System
Google Fonts API
Font Scripts
Microsoft Office
Office Suites
AfterPay
Payment Processing
SiteGround
Platform As A Service
PHP
Programming Languages
Google Tag Manager
Tag Management

Media & News

Ipswich Investment Management's Email Address Formats

Ipswich Investment Management uses at least 1 format(s):

Ipswich Investment Management Email Formats	Example	Percentage
FLast@ipswichinvestment.com	JDoe@ipswichinvestment.com	71%
Last@ipswichinvestment.com	Doe@ipswichinvestment.com	15%
FirstL@ipswichinvestment.com	JohnD@ipswichinvestment.com	7%
First@ipswichinvestment.com	John@ipswichinvestment.com	7%

Frequently Asked Questions

What is Ipswich Investment Management's phone number?

You can contact Ipswich Investment Management's main corporate office by phone at

+1-978-356-****

. 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 Ipswich Investment Management's official website and social media links?

Ipswich Investment Management's official website is ipswichinvestment.com and has social profiles on LinkedIn.

How much revenue does Ipswich Investment Management generate?

As of July 2026, Ipswich Investment Management's annual revenue is estimated to be $10M - $25M.

What is Ipswich Investment Management's NAICS code?

Ipswich Investment Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Ipswich Investment Management have currently?

As of July 2026, Ipswich Investment Management has approximately 7 employees across 2 continents, including North AmericaEurope. Key team members include Chief Compliance Officer: S. S.Co Chairman And Chief Investment Officer: E. J.Director: J. N.. Explore Ipswich Investment Management's employee directory with LeadIQ.

What industry does Ipswich Investment Management belong to?

Ipswich Investment Management operates in the Investment Management industry.

What technology does Ipswich Investment Management use?

Ipswich Investment Management's tech stack includes SquarespaceOpen GraphGoogle Fonts APIMicrosoft OfficeAfterPaySiteGroundPHPGoogle Tag Manager.

What is Ipswich Investment Management's email format?

Ipswich Investment Management's email format typically follows the pattern of FLast@ipswichinvestment.com. Find more Ipswich Investment Management email formats with LeadIQ.

When was Ipswich Investment Management founded?

Ipswich Investment Management was founded in 1986.

Ipswich Investment Management

Q: How many employees does Ipswich Investment Management have currently?

Ipswich Investment Management has approximately 7 employees.

Q: What technology does Ipswich Investment Management use?

Ipswich Investment Management's tech stack includes jQuery, Microsoft Word, Choices, Google Maps, Google Tag Manager.

Q: What is Ipswich Investment Management's NAICS code?

Ipswich Investment Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMassachusetts, United States2-10 Employees

Ipswich Investment Management is a privately owned, independent registered investment advisor that provides personalized investment management services to a diversified client base, including individuals, family trusts, foundations, endowments, and retirement plans. The firm focuses on constructing portfolios of individual stocks and bonds aimed at meeting each client’s unique financial objectives, emphasizing unbiased, client-centric advice. Based in the Boston area, with a presence in Ipswich, Massachusetts, the firm has operated since 1986 and practices in a boutique capacity with a small team.