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Insights

Regional prominence Whittlesey is a well-established regional independent accounting firm with strong recognition in New England, indicating potential for cross-sell to local middle-market clients and expansion through referral networks.

Service breadth The firm offers assurance, advisory, tax, and technology services, suggesting opportunities to upsell integrated solutions, especially for clients seeking tech-enabled transformation and managed services.

Firm growth Recent leadership additions and promotions signal a growth trajectory and fresh expertise, creating openings for collaboration on larger engagements and targeted industry-focused services.

Industry awards Multiple industry recognitions and awards enhance credibility with prospects; leverage as a trust signal to approach potential clients in banks, nonprofits, real estate, and manufacturing sectors.

Technology stack Adoption of modern tools (HubSpot, Matomo, Microsoft 365, ADP, Teams) indicates readiness for digital advisory services and data-driven insights, presenting opportunities for cybersecurity, cloud, and analytics engagements.

Similar companies to Whittlesey

Whittlesey Tech Stack

Whittlesey uses 8 technology products and services including HubSpot Analytics, Matomo, HubSpot Content Hub, and more. Explore Whittlesey's tech stack below.

Media & News

Whittlesey's Email Address Formats

Whittlesey uses at least 6 email formats:
Whittlesey Email FormatsExamplePercentage
FLast@wadvising.comJDoe@wadvising.com
98%
Last@wadvising.comDoe@wadvising.com
1%
FMiddleLast@wadvising.comJMichaelDoe@wadvising.com
1%
FLast@whcpa.comJDoe@whcpa.com
89%
Last@whcpa.comDoe@whcpa.com
10%
First@whcpa.comJohn@whcpa.com
1%

Frequently Asked Questions

What is Whittlesey's phone number?

Minus sign iconPlus sign icon You can contact Whittlesey's main corporate office by phone at
+1-413-536-****
. 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 Whittlesey's official website and social media links?

Minus sign iconPlus sign iconWhittlesey's official website is wadvising.com and has social profiles on LinkedIn.

How much revenue does Whittlesey generate?

Minus sign iconPlus sign icon As of October 2026, Whittlesey's annual revenue is estimated to be $100M - $250M.

What is Whittlesey's NAICS code?

Minus sign iconPlus sign iconWhittlesey's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Whittlesey have currently?

Minus sign iconPlus sign iconAs of October 2026, Whittlesey has approximately 173 employees across 1 continents, including North America. Key team members include Owner: A. R., Partner: J. B. and Partner: R. P. Explore Whittlesey's employee directory with LeadIQ.

What industry does Whittlesey belong to?

Minus sign iconPlus sign iconWhittlesey operates in the Accounting industry.

What technology does Whittlesey use?

Minus sign iconPlus sign iconWhittlesey's tech stack includes HubSpot Analytics, Matomo, HubSpot Content Hub, Mailgun, Microsoft 365, ADP Workforce Now, Microsoft Active Directory and Microsoft Teams.

What is Whittlesey's email format?

Minus sign iconPlus sign iconWhittlesey's email format typically follows the pattern of FLast@wadvising.com. Find more Whittlesey email formats with LeadIQ.

When was Whittlesey founded?

Minus sign iconPlus sign iconWhittlesey was founded in 1961.
Whittlesey logo

Whittlesey

AccountingConnecticut, United States51-200 Employees

Founded in Hartford in 1961, Whittlesey & Hadley, PC is a regional independent accounting firm that offers assurance, advisory, tax, and technology services to a diverse set of clients. Its client roster includes banks and credit unions, closely held businesses, nonprofits, real estate, financial services, and manufacturing and distribution, among others. As a member of Allinial Global, the firm combines access to a worldwide network with a commitment to personalized, local service.

Headquartered in Hartford within the New England region, the firm emphasizes partnering with clients to provide timely, cost-conscious guidance for both small and complex engagements. It has earned industry recognition, including ranking 121st in Inside Public Accounting's Top 200 accounting firms and being named a 2025 Regional Leader and Firm to Watch by Accounting Today.

Section iconCompany Overview

Phone number
+1-413-536-****
Website
wadvising.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1961
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M - $250M

    Whittlesey's revenue is estimated to be in the range of $100M - $250M

Company Leadership

  • Owner at Whittlesey
    A. R.
    Owner
    Mobile Phone
  • Partner at Whittlesey
    J. B.
    Partner
    Mobile Phone
  • Partner at Whittlesey
    R. P.
    Partner
    Mobile Phone
  • Director at Whittlesey
    J. T.
    Director
    Mobile Phone
  • Executive Director at Whittlesey
    C. K.
    Executive Director
    Mobile Phone

Employee Directory

  • Director at Whittlesey
    T. G.
    Director
    Mobile Phone
  • Audit Supervisor at Whittlesey
    E. B.
    Audit Supervisor
    Mobile Phone
  • Supervisor at Whittlesey
    A. P.
    Supervisor
    Mobile Phone
  • Tax Manager at Whittlesey
    H. S.
    Tax Manager
    Mobile Phone
  • Assurance Supervisor at Whittlesey
    J. N.
    Assurance Supervisor
    Mobile Phone

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