Insights

Growth potential Mid-sized independent investment advisory with revenue in the 25-50 million range and a focused client base presents opportunities to cross-sell wealth management services, retirement plan consulting enhancements, and scalable technology solutions to improve client onboarding and portfolio monitoring.

Retirement focus Strong emphasis on fiduciary retirement plan monitoring and participant education signals a need for compliant recordkeeping platforms, education tools, and risk analytics partnerships to enhance plan design, governance, and cost-efficiency for client plans.

Technology stack Current tech includes AWS, Cloudflare, Office 365, Datadog and analytics via Hotjar; a services opportunity exists to optimize data analytics, security, client portal experiences, and automation for portfolio construction and reporting.

Investment footprint Active external investments across equities, ETFs and large cap names indicate receptiveness to AML/KYC, portfolio risk management, performance attribution, and outsourced trade execution services to support scalable research.

Market positioning As an independent, non-vendor-biased advisor with a team-based approach, there is potential to offer outsourced chief investment office (OCIO) services, fiduciary governance frameworks, and integration with tax/legal/risk partners to win larger institutional mandates.

Old Port Advisors | Est. 1994 Tech Stack

Old Port Advisors | Est. 1994 uses 8 technology products and services including Hotjar, Calendly, Amazon Web Services, and more. Explore Old Port Advisors | Est. 1994's tech stack below.

Hotjar

Analytics

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

Cloudflare

Content Management System

Drupal

Content Management System

ScrollReveal

Javascript Libraries

Office 365

Office Suites

Datadog

Real User Monitoring

Old Port Advisors \| Est. 1994 Email Formats	Example	Percentage
FLast@oldportadvisors.com	JDoe@oldportadvisors.com	74%
First.Last@oldportadvisors.com	John.Doe@oldportadvisors.com	26%

Old Port Advisors | Est. 1994 Email Formats

Example

Percentage

FLast@oldportadvisors.com

JDoe@oldportadvisors.com

74%

First.Last@oldportadvisors.com

John.Doe@oldportadvisors.com

26%

Frequently Asked Questions

What is Old Port Advisors | Est. 1994's phone number?

You can contact Old Port Advisors | Est. 1994's main corporate office by phone at

+1-207-774-****

. 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 Old Port Advisors | Est. 1994's official website and social media links?

Old Port Advisors | Est. 1994's official website is oldportadvisors.com and has social profiles on LinkedIn.

How much revenue does Old Port Advisors | Est. 1994 generate?

As of September 2026, Old Port Advisors | Est. 1994's annual revenue is estimated to be $25M - $50M.

What is Old Port Advisors | Est. 1994's NAICS code?

Old Port Advisors | Est. 1994's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Old Port Advisors | Est. 1994 have currently?

As of September 2026, Old Port Advisors | Est. 1994 has approximately 16 employees across 1 continents, including North America. Key team members include Client Relationship Manager: D. H., Manager: S. N. and Principal: B. O. Explore Old Port Advisors | Est. 1994's employee directory with LeadIQ.

What industry does Old Port Advisors | Est. 1994 belong to?

Old Port Advisors | Est. 1994 operates in the Investment Management industry.

What technology does Old Port Advisors | Est. 1994 use?

Old Port Advisors | Est. 1994's tech stack includes Hotjar, Calendly, Amazon Web Services, Cloudflare, Drupal, ScrollReveal, Office 365 and Datadog.

What is Old Port Advisors | Est. 1994's email format?

Old Port Advisors | Est. 1994's email format typically follows the pattern of FLast@oldportadvisors.com. Find more Old Port Advisors | Est. 1994 email formats with LeadIQ.

When was Old Port Advisors | Est. 1994 founded?

Old Port Advisors | Est. 1994 was founded in 1994.

Old Port Advisors | Est. 1994

Q: What technology does Old Port Advisors | Est. 1994 use?

Old Port Advisors | Est. 1994's tech stack includes Office 365, html5media, Unpkg, PHP, Google Fonts API.

Q: What is Old Port Advisors | Est. 1994's NAICS code?

Old Port Advisors | Est. 1994's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMaine, United States11-50 Employees

Old Port Advisors is an independent investment advisory firm focused on delivering comprehensive investment management and advisory services to individuals, institutions, and retirement plans. Based in Portland, Maine, the firm was founded in 1994 and operates under the regulatory framework of the U.S. Securities and Exchange Commission as an investment adviser. Its approach centers on tailoring investment strategies to each client’s objectives and risk tolerance, with ongoing monitoring embedded in its wealth management offerings. 

The firm’s retirement plan consulting arm provides fiduciary investment monitoring, participant education, and forward-looking design services for retirement plans, selecting investments and platforms in the plan’s best interest without bias toward any one platform or vendor. It employs a team-based structure that coordinates tax, legal, and risk management considerations to craft integrated investment strategies within coordinated financial and estate planning, emphasizing individualized objectives and risk profiles.

Insights

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