New! Make Your CRM Smarter with Best-In-Class Intent Data

Learn More!
Wingate Wealth Advisors

Wingate Wealth Advisors

Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families. Since 1986, Wingate Wealth Advisors has provided independent financial planning and investment management to individuals, families, retirement plans and organizations. Our approach is comprehensive, helping clients define and achieve their financial goals - generation to generation - through a prudent, long-term plan of action.

Last updated on

About Wingate Wealth Advisors

Founded

1986

Estimated Revenue

$1M-$10M

Employees

11-50

Funding / Mkt. Cap

$350K

Category

Industry

Financial Services

Location

City

Lexington

State

Massachusetts

Country

United States

Tech Stack (83)

search

Programming Languages And Frameworks

Marketing

Devops And Development

Finance And Accounting

Collaboration

Business Intelligence And Analytics

Computer Networks

Productivity And Operations

Payment

Content Management System

Web Hosting Providers

Verified CDN