Welch & Forbes Overview

  • Founded
  • 1838
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 52
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 1

Welch & Forbes General Information

Description

Provider of investment management services. The company provides customized advisory and fiduciary services to high net worth individuals and families, personal trusts and charitable foundations.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 45 School Street
  • Boston, MA 02108
  • United States
+1 (617) 000-0000
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Welch & Forbes Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Welch & Forbes Executive Team (17)

Name Title Board Seat Contact Info
John Emmons Jr. President
Kurt Walter Chief Financial Officer, Executive Vice President & Treasurer
Todd Jundi Chief Compliance Officer & Senior Vice President
Adrienne Silbermann Executive Vice President
Benjamin Williams Jr. Executive Vice President
You’re viewing 5 of 17 executive team members. Get the full list »

Welch & Forbes Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Welch & Forbes Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 01-Jan-2012 00000 00000 00 00.00 Business/Productivity Software
To view Welch & Forbes’s complete investments history, request access »

Welch & Forbes Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000 01-Jan-2012 00000 00000 00 00.00 Completed
  • 3 buyers
To view Welch & Forbes’s complete exits history, request access »