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Insights

Strong Market Position With a revenue range of $25M to $50M and a dedicated team of 11-50 employees, Plimoth Investment Advisors demonstrates solid middle-market growth potential, making it an attractive target for expansion solutions tailored to mid-sized financial advisory firms.

Partnership Opportunities The company's focus on building strong, ongoing client relationships suggests openness to advanced client engagement and communication tools, presenting opportunities for CRM, client portal, and secure communication platform providers.

Leadership Changes as a Connector The recent promotion of Louis Sousa to CEO indicates a strategic leadership shift, providing a chance to introduce executive-level solutions such as leadership training, strategic planning tools, or executive coaching services.

Tech Stack & Digital Adoption Utilizing platforms like Salesforce, Google Analytics, and jQuery shows readiness for digital transformation, opening avenues for offering innovative analytics, marketing automation, or cybersecurity solutions to enhance their technology infrastructure.

Growth & Expansion Potential Operating in a competitive industry alongside larger firms like Charles Schwab and Fidelity, Plimoth Investment Advisors may benefit from targeted sales pitches for boutique investment management tools, niche product offerings, or specialized compliance and regulatory services to differentiate itself.

Plimoth Investment Advisors Tech Stack

Plimoth Investment Advisors uses 8 technology products and services including RingCentral, cdnjs, Salesforce, and more. Explore Plimoth Investment Advisors's tech stack below.

  • RingCentral
    Contact Center Solutions
  • cdnjs
    Content Delivery Network
  • Salesforce
    Customer Relationship Management
  • oEmbed
    Dev Tools
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics

Plimoth Investment Advisors's Email Address Formats

Plimoth Investment Advisors uses at least 1 format(s):
Plimoth Investment Advisors Email FormatsExamplePercentage
FLast@plimothinvestmentadvisors.comJDoe@plimothinvestmentadvisors.com
44%
Last@plimothinvestmentadvisors.comDoe@plimothinvestmentadvisors.com
6%
FLast@plimothinvestmentadvisors.comJDoe@plimothinvestmentadvisors.com
44%
Last@plimothinvestmentadvisors.comDoe@plimothinvestmentadvisors.com
6%

Frequently Asked Questions

Where is Plimoth Investment Advisors's headquarters located?

Minus sign iconPlus sign iconPlimoth Investment Advisors's main headquarters is located at 38 Resnik Road Suite 202 Plymouth, Massachusetts United States. The company has employees across 1 continents, including North America.

What is Plimoth Investment Advisors's phone number?

Minus sign iconPlus sign icon You can contact Plimoth Investment Advisors's main corporate office by phone at
+1-508-747-****
. 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 Plimoth Investment Advisors's official website and social media links?

Minus sign iconPlus sign iconPlimoth Investment Advisors's official website is plimothinvestmentadvisors.com and has social profiles on LinkedIn.

What is Plimoth Investment Advisors's SIC code NAICS code?

Minus sign iconPlus sign iconPlimoth Investment Advisors's SIC code is 6036 - Savings Institutions, Not Federally Chartered NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Plimoth Investment Advisors have currently?

Minus sign iconPlus sign iconAs of March 2026, Plimoth Investment Advisors has approximately 18 employees across 1 continents, including North America. Key team members include Vice President & Wealth Management Officer: C. S.President & Chief Executive Officer: L. E. S.Senior Vice President - Chief Investment Officer: M. J. G.. Explore Plimoth Investment Advisors's employee directory with LeadIQ.

What industry does Plimoth Investment Advisors belong to?

Minus sign iconPlus sign iconPlimoth Investment Advisors operates in the Investment Management industry.

What technology does Plimoth Investment Advisors use?

Minus sign iconPlus sign iconPlimoth Investment Advisors's tech stack includes RingCentralcdnjsSalesforceoEmbedFont AwesomeJSON-LDjQueryGoogle Analytics.

What is Plimoth Investment Advisors's email format?

Minus sign iconPlus sign iconPlimoth Investment Advisors's email format typically follows the pattern of FLast@plimothinvestmentadvisors.com. Find more Plimoth Investment Advisors email formats with LeadIQ.

Plimoth Investment Advisors

Investment ManagementMassachusetts, United States11-50 Employees

It's really all about you...


Few things are more important to an individual than their financial security. That's why Plimoth Investment Advisors has assembled a  knowledgeable team of investment and fiduciary specialists with advanced certifications and degrees. These experts have investment experience from some of the world's largest financial institutions.

While a sound investment discipline is an important component of managing a client's financial affairs, we are committed to building a strong relationship ensuring regular ongoing communication.

Section iconCompany Overview

Headquarters
38 Resnik Road Suite 202 Plymouth, Massachusetts United States
Phone number
+1-508-747-****
Website
plimothinvestmentadvisors.com
SIC Code
6036 - Savings Institutions, Not Federally Chartered
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Plimoth Investment Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Plimoth Investment Advisors's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    C. S.
    Vice President & Wealth Management Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. E. S.
    President & Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J. G.
    Senior Vice President - Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. P.
    Senior Vice President, Head Of Fiduciary Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. L.
    Vice President, Director Of Research
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. R.
    Executive Vice President, Sr. Investment Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. M.
    Senior Vice President Operations & Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Vice President & Wealth Management Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Asst. Vice President & Trust Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    First Vice President And Trust Officer
    Phone icon
    Mobile Phone

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