H. M. Payson & Co.
- Company typePrivate
- Founded1854
- HeadquartersPortland, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
H. M. Payson & Co. firmographics
Firmographics- Name
- H. M. Payson & Co.
- Legal name
- H.M. Payson
- Website
- https://www.hmpayson.com
- Company type
- Private
- Founded year
- 1854
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where H. M. Payson & Co. is headquartered
LocationHeadquarters
- HQ city
- Portland
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
H. M. Payson & Co. business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Advisory and Management Fees: HM Payson operates as a fee-based practice where the firm and its employees are compensated for investment advisory and management services. No employee receives compensation for bringing in new business or cross-selling products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Not publicly disclosed | Fee-based advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
H. M. Payson & Co. product offering
Product offeringCore offering
HM Payson is an SEC-registered Investment Advisor and Maine Chartered Trust Company providing integrated wealth management services, including investment management, investment research, trust and estate administration, and financial planning for individuals, families, institutions, and municipalities. The firm operates on a fiduciary, fee-based basis with a team-based approach, overseeing over $6 billion in client assets across equity, fixed income, private equity, and sustainable investing strategies.
Product overview
HM Payson operates as an integrated financial advisor offering a unified platform of wealth management services. The core offerings span Investment Management (including the Total Return Fund, Sustainable Investing, Private Equity, and Payson Choice sub-products), Investment Research, Trust & Estate Planning, and Financial Planning. Clients access services through the HM Payson Client Portal (powered by Tamarac) and a mobile application for iOS and Android. The firm manages over $6 billion in client assets as an SEC-registered Investment Advisor and Maine Chartered Trust Company.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Disciplined and independent investment management services for individuals, families, and institutions, focused on high-quality companies with stable margins and consistent earnings growth. The firm allocates 3-5 years of client liquidity needs in cash/bonds with the remainder in equities for long-term growth.
- Investment Research Internal research team providing analysis and insights to support investment decisions across equity markets for clients of HM Payson.
- Trust & Estate Planning Fiduciary services including trust administration and estate planning to help clients protect and transfer wealth across generations, delivered through HM Payson's Maine Chartered Trust Company platform.
- Financial Planning Comprehensive financial planning services covering retirement, tax, insurance, and education planning tailored to individual client goals.
- Total Return Fund A proprietary mutual fund managed by HM Payson focused on delivering total return through a combination of income and capital appreciation.
- Sustainable Investing Investment approach incorporating environmental, social, and governance (ESG) factors into portfolio construction and security selection.
- Private Equity Access to private equity investments for qualified investors, providing exposure to growth opportunities outside public markets.
- Payson Choice A curated investment platform offering a select group of external specialty managers aligned with HM Payson's investment philosophy.
- HM Payson Client Portal Secure online portal powered by Tamarac enabling clients to view financial dashboards, reports, statements, and account documents.
- HM Payson Mobile App Mobile application for iOS and Android providing clients access to financial dashboards, documents, reports, and budgeting tools on mobile devices.
Companies that use H. M. Payson & Co.
Customer profileSegments2 records
Ideal customer profiles2 records
H. M. Payson & Co. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature1 record
H. M. Payson & Co. partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
H. M. Payson & Co. competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Bessemer Trust is a multi-family office serving HNW and ultra-HNW families with combined investment management, trust and estate services. Highly comparable to HM Payson's integrated HNW advisory + trust platform, with a much larger national footprint.
- Glenmede: Glenmede is an independent investment and wealth management firm with deep trust and estate capabilities serving HNW families and institutions. Comparable to HM Payson in fiduciary model, integrated advisory, and trust charter structure.
- Fiduciary Trust Company: Fiduciary Trust Company is a chartered trust company providing investment management and estate/trust services to HNW families. Highly comparable to HM Payson's chartered trust + investment management model, though based in Boston/NY.
- Wilmington Trust: Wilmington Trust is a wealth management and trust services firm serving HNW families and institutions, now part of M&T Bank. Comparable in trust, estate and investment management capabilities to HM Payson's chartered trust business.
Broad incumbents
- Brown Brothers Harriman: BBH is a long-standing private bank and trust company providing investment management, custody, and wealth planning to HNW families. Comparable to HM Payson's trust and investment business but with significantly broader scale and global operations.
- Northern Trust: Northern Trust is a large public wealth management and trust company with HNW, family office and institutional practices. Comparable in trust administration and integrated advisory offering; much broader scale and publicly traded.
- Cambridge Associates: Cambridge Associates provides investment research, consulting and OCIO services to HNW families and institutions. Comparable to HM Payson's investment research and discretionary management offerings; serves a larger institutional book.
- Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S., offering integrated wealth management including financial planning and investment management. Comparable integrated advisory model, though much larger scale and more national.
Regional players
- Spinnaker Trust: Spinnaker Trust is a Portland, Maine-based chartered trust company serving HNW families. Direct regional peer of HM Payson in trust and wealth management across Maine; several HM Payson alumni (e.g., COO Derek Blackburn) previously worked at Spinnaker.
- Old Port Advisors: Old Port Advisors is a Portland, Maine-based RIA serving HNW individuals and families. Comparable Maine-based independent wealth manager, though smaller and without the trust company charter that distinguishes HM Payson.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key highlights7 records
Customer concentration
H. M. Payson & Co. financial estimates
Financial estimateRevenue estimate
Valuation estimate
H. M. Payson & Co. leadership team
Management profileNumber of profiles
Profiles9 records
H. M. Payson & Co. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
H. M. Payson & Co. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about H. M. Payson & Co.
What does H. M. Payson & Co. do?
HM Payson is an SEC-registered Investment Advisor and Maine Chartered Trust Company providing integrated wealth management services, including investment management, investment research, trust and estate administration, and financial planning for individuals, families, institutions, and municipalities. The firm operates on a fiduciary, fee-based basis with a team-based approach, overseeing over $6 billion in client assets across equity, fixed income, private equity, and sustainable investing strategies.
Is H. M. Payson & Co. a public or private company?
H. M. Payson & Co. is a private company. It is classified as corporate owned and is currently operating.
When was H. M. Payson & Co. founded?
H. M. Payson & Co. was founded in 1854. It employs 11 to 50 people.
Where is H. M. Payson & Co. based?
H. M. Payson & Co. is headquartered in Portland, United States, in the North America region.
How does H. M. Payson & Co. make money?
One revenue line is on record: advisory and Management Fees.
Who are H. M. Payson & Co.'s main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Fiduciary Trust Company and Wilmington Trust. Broad incumbents are Brown Brothers Harriman, Northern Trust, Cambridge Associates and Creative Planning. Regional players are Spinnaker Trust and Old Port Advisors.
Does H. M. Payson & Co. have an API?
No public API is recorded for H. M. Payson & Co..