Insights

Niche Client Focus Windhaven Investment Management specializes in serving high net worth individuals, trusts, retirement plans, foundations, and endowments, offering a targeted approach that presents opportunities to tailor premium financial solutions and advisory services for sophisticated clients.

Diversified Investment Strategies The company's broad portfolio across global markets, including gold, commodities, and real estate, indicates a readiness to adopt innovative asset classes, opening avenues for partnerships in alternative investments and wealth diversification solutions.

Recent Acquisition Backing Being acquired by Charles Schwab in 2010 positions Windhaven within a strong financial ecosystem, making it a strategic entry point for joint ventures or integrated product offerings linked to Schwab’s extensive client base and technology infrastructure.

Financial Performance Range With annual revenues estimated between $10 million and $25 million, there is potential to support growth initiatives, scale services, or introduce new investment products aimed at expanding their market share within the high-end investment management segment.

Innovation & Technology Utilizing advanced technology platforms such as Amazon EC2, Optimizely, and Acquia Cloud indicates a focus on digital efficiency and client experience, suggesting opportunities for technology vendors specializing in cloud, analytics, or customer engagement solutions tailored to asset managers.

Similar companies to Windhaven Investment Management, Inc.

Windhaven Investment Management, Inc. Tech Stack

Windhaven Investment Management, Inc. uses 8 technology products and services including Optimizely, Facebook Pixel, Amazon EC2, and more. Explore Windhaven Investment Management, Inc.'s tech stack below.

Optimizely
A/B Testing
Facebook Pixel
Analytics
Amazon EC2
Cloud Infrastructure Computing
Percona
Database
Module Federation
Development
Acquia Cloud Platform
Platform As A Service
HSTS
Security
Apache
Web Servers

Media & News

Charles Schwab acquired Windhaveninvestments on Jan 1st '10.
Windhaven was acquired by Charles Schwab ( SCHW ) in 2010 and was recently the largest ETF-oriented asset manager tracked by Morningstar.
Jan 12, 2016 | www.barrons.com

Windhaven Investment Management, Inc.'s Email Address Formats

Windhaven Investment Management, Inc. uses at least 1 format(s):

Windhaven Investment Management, Inc. Email Formats	Example	Percentage
First.Last@windhaveninvestments.com	John.Doe@windhaveninvestments.com	77%
Last@windhaveninvestments.com	Doe@windhaveninvestments.com	17%
First@windhaveninvestments.com	John@windhaveninvestments.com	6%

Frequently Asked Questions

Where is Windhaven Investment Management, Inc.'s headquarters located?

Windhaven Investment Management, Inc.'s main headquarters is located at 33rd Floor Boston, Massachusetts United States. The company has employees across 1 continents, including North America.

What is Windhaven Investment Management, Inc.'s phone number?

You can contact Windhaven Investment Management, Inc.'s main corporate office by phone at

+1-617-960-****

. 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 Windhaven Investment Management, Inc.'s official website and social media links?

Windhaven Investment Management, Inc.'s official website is windhaveninvestments.com and has social profiles on LinkedIn.

What is Windhaven Investment Management, Inc.'s NAICS code?

Windhaven Investment Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Windhaven Investment Management, Inc. have currently?

As of June 2026, Windhaven Investment Management, Inc. has approximately 8 employees across 1 continents, including North America. Key team members include Portfolio Manager, Head Of Quantitative Research: G. M.Senior Managing Director: J. M.Managing Director: M. B.. Explore Windhaven Investment Management, Inc.'s employee directory with LeadIQ.

What industry does Windhaven Investment Management, Inc. belong to?

Windhaven Investment Management, Inc. operates in the Investment Management industry.

What technology does Windhaven Investment Management, Inc. use?

Windhaven Investment Management, Inc.'s tech stack includes OptimizelyFacebook PixelAmazon EC2PerconaModule FederationAcquia Cloud PlatformHSTSApache.

What is Windhaven Investment Management, Inc.'s email format?

Windhaven Investment Management, Inc.'s email format typically follows the pattern of First.Last@windhaveninvestments.com. Find more Windhaven Investment Management, Inc. email formats with LeadIQ.

When was Windhaven Investment Management, Inc. founded?

Windhaven Investment Management, Inc. was founded in 1994.

Windhaven Investment Management, Inc.

Q: What is Windhaven Investment Management, Inc.'s NAICS code?

Windhaven Investment Management, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMassachusetts, United States2-10 Employees

Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model.

Our mission is to help our clients achieve an attractive rate of return on their investments over the long term while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions.