Insights

Boutique Client Focus Laurentide Advisory operates as a small, independent firm with a personalized approach, providing opportunities to promote tailored investment solutions and financial planning services to similar boutique firms or high-net-worth individual clients seeking bespoke asset management.

Digital Engagement The company's adoption of various web technologies indicates an emphasis on digital presence and online engagement, presenting opportunities to offer advanced digital marketing, client onboarding, or customized online investment tools to enhance client experience.

Growth Potential With a revenue range under one million dollars and a highly experienced founding team, Laurentide Advisory may benefit from strategic growth services such as scalable technology solutions, operational efficiencies, or marketing strategies to expand their client base and revenue.

Competitive Positioning Despite operating at a smaller scale compared to large asset managers, Laurentide offers institutional-quality asset management and independent advice, making it appealing to clients seeking high-caliber personalized investment services from independent advisors.

Partnership Opportunities Given the company's niche focus and size, there are potential opportunities for strategic partnerships with fintech firms, financial service providers, or technological vendors to support growth, enhance service offerings, and improve operational capabilities.

Laurentide Advisory Tech Stack

Laurentide Advisory uses 8 technology products and services including Mustache, jQuery, Video.js, and more. Explore Laurentide Advisory's tech stack below.

  • Mustache
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Video.js
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • MediaElement.js
    Video Players
  • Google Analytics
    Web Analytics

Media & News

Laurentide Advisory's Email Address Formats

Laurentide Advisory uses at least 1 format(s):
Laurentide Advisory Email FormatsExamplePercentage
FLast@laurentideadvisory.comJDoe@laurentideadvisory.com
50%
FLast@laurentideadvisory.comJDoe@laurentideadvisory.com
50%

Frequently Asked Questions

Where is Laurentide Advisory's headquarters located?

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Laurentide Advisory's main headquarters is located at 160 Old Derby Street Suite 223 Hingham, Massachusetts 02043 United States. The company has employees across 1 continents, including North America.

What is Laurentide Advisory's phone number?

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You can contact Laurentide Advisory'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 Laurentide Advisory's official website and social media links?

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Laurentide Advisory's official website is laurentideadvisory.com and has social profiles on LinkedIn.

What is Laurentide Advisory's SIC code NAICS code?

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Laurentide Advisory's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Laurentide Advisory have currently?

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As of February 2026, Laurentide Advisory has approximately 2 employees across 1 continents, including North America. Key team members include Financial Advisor And Owner: J. K.. Explore Laurentide Advisory's employee directory with LeadIQ.

What industry does Laurentide Advisory belong to?

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Laurentide Advisory operates in the Investment Management industry.

What technology does Laurentide Advisory use?

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Laurentide Advisory's tech stack includes MustachejQueryVideo.jsHammer.jsreCAPTCHAGoogle Tag ManagerMediaElement.jsGoogle Analytics.

What is Laurentide Advisory's email format?

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Laurentide Advisory's email format typically follows the pattern of FLast@laurentideadvisory.com. Find more Laurentide Advisory email formats with LeadIQ.

When was Laurentide Advisory founded?

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Laurentide Advisory was founded in 2015.

Laurentide Advisory

Investment ManagementMassachusetts, United States2-10 Employees

At Laurentide Advisory, we believe every investor should have access to professionally-managed investment strategies and comprehensive financial planning.  Our mission is to enhance our clients' long term well-being through:

* Institutional-quality asset management
* Independent advice
* Personalized solutions

Laurentide Advisory is an independent, goals-driven Registered Investment Advisor founded by Rob Kania and John Kirby, located in Hingham, Massachusetts.  Collectively, we have over 50 years of experience meeting financial needs of clients.

Section iconCompany Overview

Headquarters
160 Old Derby Street Suite 223 Hingham, Massachusetts 02043 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2015
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Laurentide Advisory's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Laurentide Advisory's revenue is estimated to be in the range of $1M

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