Since its founding in 2017, the firm has focused on integrating financial planning with investment management services. This latest recognition follows a period of steady development for the practice, which continues to operate out of its Massachusetts headquarters. The Inc. 5000 index evaluates companies based on verified revenue figures submitted over a three-year window.
While the firm paid a $495 application fee to participate in the ranking process, the designation serves as a metric of corporate growth rather than a measure of investment performance or client experience. As an SEC-registered investment adviser, Winthrop Wealth maintains its commitment to a fee-based model, having also recently appeared on Inc.’s 2026 Best Workplaces list.
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