GW & Wade Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 65


  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

GW & Wade General Information


Provider of investment management services intended to streamline and enhance the financial lives of clients. The company offers wealth management services including tax planning, financial planning, asset management, wealth management, retirement and estate planning to individuals and their families, thereby ensures that the portfolio is tailored to address their unique financial challenges and goals and helps them to spend less time worrying about their financial trajectory.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Accounting, Audit and Tax Services (B2C)
Other Financial Services
Parent Company
Corporate Office
  • 93 Worcester Street
  • Wellesley, MA 02481
  • United States
+1 (781) 000-0000

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GW & Wade Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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GW & Wade Comparisons

HQ Location
Total Raised
Post Valuation
Provider of investment management services intended to streamline and enhance the financial lives of clients. The compan
Asset Management
Wellesley, MA
65 As of 2021

000 00

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00000 0000000000
Boston, MA
000 As of 0000
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GW & Wade Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SCS Financial Formerly PE-Backed Boston, MA 000 000000000000
You’re viewing 1 of 1 competitors. Get the full list »

GW & Wade Executive Team (18)

Name Title Board Seat Contact Info
Robert Bodio JD Principal & Counselor
Darren Norton JD Principal & Counselor
David Brodsky JD Principal & Counselor
Eric Rosenberg JD Principal & Counselor
John Murray JD Principal & Counselor
You’re viewing 5 of 18 executive team members. Get the full list »

GW & Wade Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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