Stonehearth Capital Management Company Profile, Contacts & Intelligence

Financial Services100 Conifer Hill Dr8 employees
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
8
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
2
Mapped contact coverage

Stonehearth Capital Management Overview

We are active risk managers who build durable, all-weather portfolios to help clients fulfill their long-term financial goals. Our highly experienced investment managers follow sophisticated and strictly disciplined strategies to help you build your wealth, while carefully managing risks in all market environments. While we work with a wide variety of clients, many of our clients come to us for guidance during life’s important financial transitions or those of whom may be tackling financial issues for the first time. When you bring us your challenges and personal financial goals, you can be sure that we’ve worked with clients in your situation before. Schedule a FREE Introductory Call with us to discuss your personal financial situation and how we can help. www.calendly.com/jamieupson/introductorycall 100 Conifer Hill Drive Unit 105 | Danvers, MA | 01923 | (978) 624-3000

Headquarters
100 Conifer Hill Dr
Website
www.stonehearthcapital.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Financial Planning Investment Management Wealth Management Tax Planning Estate Planning Insurance Planning Education Planning Investing Finance

Stonehearth Capital Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using Stonehearth Capital Management's company email domain.
Executive
1
Finance
1

Stonehearth Capital Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Jamie Upson, Cfp®, Cmfc, Aams
President & CEO at Stonehearth Capital
EP
D
David Juliano
Senior Financial Advisor at Stonehearth
EP
C
Chris Gauthier, Cfa
Stonehearth Capital Management
B
Ben House
Associate Advisor at Stonehearth

Stonehearth Capital Management Workforce Composition

Seniority breakdown across 4 visible profiles.

Executive
1
Senior / Lead
1
Individual contributor
1
Associate / junior
1

Compare Similar Companies to Stonehearth Capital Management

Explore companies in related markets and compare their industry and employee estimates.

Company Industry / match Employee estimate Page
Fidelity Investments Financial Services 83.15K View company
World Insurance Associates LLC Insurance 1.29K View company
Saba Capital Management, L.P. Investment Management 73 View company
Elevation Wealth Partners, LLC Investment Management 12 View company
Palante Wealth Advisors Financial Services 9 View company
Nichols Wealth Partners Financial Services 6 View company
Knox Financial Services Financial Services 4 View company
Greenbridge Advisors, LLC Business Consulting And Services 1 View company
Rings Financial, LLC Financial Services 1 View company
Elite Advisor Successions Financial Services Not listed View company