Endurance Wealth Management
- Company typePrivate
- Founded1997
- HeadquartersProvidence, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Endurance Wealth Management firmographics
Firmographics- Name
- Endurance Wealth Management
- Legal name
- Crestwood Advisors
- Website
- https://endurancewealth.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Endurance Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
- akta.pro secondary industries
- Tax-Focused Wealth Management RIAs (FSAAACAD), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Endurance Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Providence
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Endurance Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Distribution channels1 record
Marketing channels4 records
Endurance Wealth Management product offering
Product offeringCore offering
SEC Registered Investment Advisor providing integrated wealth advisory services including Financial Planning, Investment Management, Tax Strategy & Coordination, Trust & Estate Administration, and Philanthropy & Impact Planning. Services are delivered through dedicated advisory teams serving individuals, families, and institutional clients across Boston, Boulder, Darien, and Providence offices.
Product overview
Crestwood Advisors is a wealth advisory firm offering an integrated suite of services built around a collaborative, goals-based approach. The core offerings include Financial Planning (a personalized Wealth Roadmap), Investment Management, Tax Strategy & Coordination, Trust & Estate Administration, and Philanthropy & Impact Planning. These services are designed to work together as a unified advisory relationship rather than as standalone products.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Companies that use Endurance Wealth Management
Customer profileSegments3 records
Ideal customer profiles3 records
Endurance Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Endurance Wealth Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights5 records
Endurance Wealth Management competitors and assessment
Company assessmentDirect peers
- Wilmington Trust: Wealth management firm providing investment management, trust and estate services, and family office solutions to HNW clients—matches Crestwood's estate administration and integrated wealth offering.
- Glenmede: Independent, privately-held investment and wealth management firm serving HNW families, foundations, and endowments—matches Crestwood's multi-segment approach and integrated advisory model.
- Brown Brothers Harriman: Private partnership offering wealth management, investment management, and institutional services to HNW families, foundations, and endowments—mirrors Crestwood's integrated multi-segment approach.
- Bessemer Trust: Multi-family office serving ultra-HNW families with integrated wealth planning, investment management, tax strategy, and estate services—directly comparable in service model and legacy family client base.
- Rockefeller Capital Management: Private wealth management firm serving HNW and ultra-HNW families with integrated investment, planning, and family office services—overlaps Crestwood's team-based advisory model and high-net-worth focus.
- Pathstone: Multi-family office providing integrated wealth planning, investment management, tax strategy, and family governance services to HNW families—closely aligned with Crestwood's service offering and family wealth focus.
- Cambridge Associates: Investment advisor specializing in endowment, foundation, and private wealth clients with portfolio management and OCIO services—overlaps Crestwood's Foundations & Endowments segment and institutional advisory work.
Broad incumbents
- Goldman Sachs Private Wealth Management: Wealth management arm of a global bank serving ultra-HNW clients with investment, lending, and planning services—competes in the HNW space but operates within a much broader investment banking platform.
- Northern Trust Wealth Management: Large, established wealth manager serving HNW families, foundations, and endowments with a broad suite of services—competitor in the same space but with significantly greater scale and geographic reach.
- BNY Mellon Wealth Management: Global wealth manager serving HNW individuals, families, and institutions with integrated investment, planning, and trust services—operates in the same space but as part of a much larger custodial and asset-servicing platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Endurance Wealth Management social profiles
Digital presenceEndurance Wealth Management compliance and trust
Trust signalCompliance2 records
Endurance Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Endurance Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Endurance Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Endurance Wealth Management 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 Endurance Wealth Management
What does Endurance Wealth Management do?
SEC Registered Investment Advisor providing integrated wealth advisory services including Financial Planning, Investment Management, Tax Strategy & Coordination, Trust & Estate Administration, and Philanthropy & Impact Planning. Services are delivered through dedicated advisory teams serving individuals, families, and institutional clients across Boston, Boulder, Darien, and Providence offices.
Is Endurance Wealth Management a public or private company?
Endurance Wealth Management is a private company. It is classified as unknown and is currently operating.
When was Endurance Wealth Management founded?
Endurance Wealth Management was founded in 1997. It employs 1 to 10 people.
Where is Endurance Wealth Management based?
Endurance Wealth Management is headquartered in Providence, United States, in the North America region.
Who are Endurance Wealth Management's main competitors?
Direct peers on record are Wilmington Trust, Glenmede, Brown Brothers Harriman, Bessemer Trust, Rockefeller Capital Management, Pathstone and Cambridge Associates. Broad incumbents are Goldman Sachs Private Wealth Management, Northern Trust Wealth Management and BNY Mellon Wealth Management.
Does Endurance Wealth Management have an API?
No public API is recorded for Endurance Wealth Management.
What industry is Endurance Wealth Management in?
Endurance Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes), with a secondary code of FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 523940 and its SIC code is 6282.