What departments does Prio Wealth have?

Prio Wealth has employees across 1 departments including Finance.

What is the largest department at Prio Wealth?

The largest department at Prio Wealth is Finance with 1 employees.

Where are Prio Wealth employees located globally?

Prio Wealth has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Prio Wealth's team size changed over time?

Prio Wealth's team has decreased from approximately 10 to 7 employees based on available data.

Prio Wealth Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

Prio Wealth is an independent registered investment adviser based in Boston, Massachusetts, that provides personalized wealth management and financial planning services. Founded in 1988, the firm emphasizes a collaborative approach to help individuals, families, and nonprofit organizations align their financial strategies with their life goals, focusing on clear planning and goal prioritization." 
Prio Wealth operates within the investment management industry, offering tailored guidance to clients navigating complex financial decisions. The company serves a diverse client base and positions itself as a resource for comprehensive planning, combining investment oversight with financial planning to address various life stages and objectives. A recent development to note is the firm’s recognition on the CNBC Financial Advisor 100 list and its involvement in industry rankings, reflecting its established presence in the advisory landscape.

Prio Wealth Global Highlights

North America
12

United States Of America
12

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Prio Wealth's Leadership

B. D.
Managing Director, Director Of Financial Planning
Mobile Phone
Email
M. W.
Managing Director
Mobile Phone
Email

Prio Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Prio Wealth

Name

Title

Contact Info

Location

Last Update

B. D.
Managing Director, Director Of Financial Planning
Mobile Phone
Email
Oct 16, 2024
M. W.
Managing Director
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Prio Wealth known for?

Prio Wealth was founded in 1988 operates in the Investment Management industry. Explore Prio Wealth's company overview page for more information.

What is Prio Wealth's most common email format?

Prio Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prio Wealth email formats with LeadIQ.

How many employees does Prio Wealth have currently?

Prio Wealth has approximately 22 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Prio Wealth's key employees and leadership?

As of July 2026, Prio Wealth's key employees include:

Managing Director, Director Of Financial Planning: B. D.
Managing Director: M. W.

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Prio Wealth Employee Directory

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