Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Book a demo
Wainwright Investment Counsel, LLC logo — Providing customized advice tailored to our clients’ investm...

Wainwright Investment Counsel, LLC

Providing customized advice tailored to our clients’ investment objectives, risk tolerances and unique circumstances.

Founded 1999 United States Boston, United States 9 employees Financial Services, Lending and Investments

General Information

Company Name Wainwright Investment Counsel, LLC
Founded Year 1999
Location United States Boston, United States
Employees 9
Industries Financial Services, Lending and Investments
Social

BounceWatch is an independent company data service, not affiliated with Wainwright Investment Counsel, LLC. To contact Wainwright Investment Counsel, LLC, visit winvcounsel.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

About Wainwright Investment Counsel, LLC

Wainwright Investment Counsel, LLC is an SEC Registered Investment Advisor established in 1999. The company's slogan, "Providing customized advice tailored to our clients’ investment objectives, risk tolerances and unique circumstances," reflects its primary focus on offering independent and objective investment counsel. Wainwright's expertise lies in constructing customized, diversified portfolios that align with clients’ investment objectives, risk tolerances, and unique circumstances. Originally a department within H.C. Wainwright & Co., an established investment banking and brokerage firm dating back to 1868, Wainwright became an independent company after it was spun out of H.C. Wainwright in 1999. The company caters to various client profiles, including high-net-worth individuals & family offices, endowments & foundations, and retirement plans (defined benefit & defined contribution, public & private), both within and outside of the United States. Wainwright offers advisory and investment services on both domestic and offshore bases. The company operates in the Financial Services, Lending, and Investments industries. Although specific details regarding the company's headquarters and recent investments are not available, Wainwright's established history and its tailored approach to investment counsel position it as a notable player in the financial services sector.

Taxonomy: investment advisory, portfolio management, high-net-worth clients, family offices, endowment management, foundation management, retirement plan advisory, offshore investing, SEC registered advisor, employee-controlled firm

No funding data available for Wainwright Investment Counsel, LLC yet.

Wainwright Investment Counsel, LLC Alternatives & Competitors

Wainwright Investment Counsel, LLC vs
Graypoint LLC
Graypoint LLC United States

Where wealth meets purpose.

70 employees
Finance, Financial Services
Wainwright Investment Counsel, LLC vs
Total Wealth Advisors, LLC
Total Wealth Advisors, LLC United States

We provide comprehensive Wealth Management Services to Individuals, Families, and Business Owners

2 employees
Finance, Financial Services

FAQ About Wainwright Investment Counsel, LLC

Providing customized advice tailored to our clients’ investment objectives, risk tolerances and unique circumstances.
Wainwright Investment Counsel, LLC was founded in 1999.
Wainwright Investment Counsel, LLC is headquartered in Boston, United States.
Wainwright Investment Counsel, LLC operates in Financial Services and Lending and Investments. Its work centres on investment advisory, portfolio management, high-net-worth clients and family offices.
Wainwright Investment Counsel, LLC has approximately 9 employees.
Top alternatives and competitors to Wainwright Investment Counsel, LLC include Graypoint LLC, Total Wealth Advisors, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wainwright Investment Counsel, LLC and Graypoint LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Wainwright Investment Counsel, LLC, https://bouncewatch.com/company/wainwright-investment-counsel-llc, updated 3 December 2024. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes