Appleton Partners, Inc.: Detailed Company Information & Corporate Profile
Summary
Appleton Partners, Inc., founded in 1986 and headquartered in Boston, MA, operates independently within the finance sector. With a team of 100‑200 professionals, the firm serves clients through tailored investment strategies that span customized separate accounts, municipal strategies, taxable fixed‑income approaches, and comprehensive private wealth management.
The company’s revenue falls between $10 million and $50 million, reflecting steady growth in Greater Boston as recorded by its SIC code 6199. Key leaders guide Appleton’s strategic direction: Thomas Hagstrom (Vice President, Director of Business Development), Christopher Sutherland, Jason Apruzzese, Caroline Schmidt, Jason Audette, Jesse Martin, Drew Peterson, Bonnie Tracy, Michael DiGiando, Dick MacKinnon, Jill, Punit, Zachary Cordelli, VENKATA RAJA GULLA, Vernon Sylvia and additional senior executives.
Appleton’s focus on specialized investment solutions and robust operational leadership positions it as a dedicated partner for institutional and private wealth clients seeking customized market expertise.
| Appleton Partners, Inc. Website | appletonpartners.com |
| Phone Number | 8003380745 |
| Industries | |
| Appleton Partners, Inc. Headquarters Address | 1 Post Office Sq, Boston, MA, 02109 US |
| Company Size | 100-200 employees |
| Specialities & Services | Customized Separate Accounts, Municipal Strategies, Taxable Fixed Income Strategies, Comprehensive Private Wealth Management |
| SIC Code | 6199 |
| DMA Code | Greater Boston |
| Founded | 1986 |
| Estimated Annual Revenue | $10M - 50M |
| Operating Status | Independent Company |
| Updated: | 2026-09-15 |
Estimated Website Traffic
The chart shows a decline in traffic to the appletonpartners.com website. In September, traffic decreased to 599, compared to 739 in the previous month. The highest traffic in 2026 was recorded in January, reaching 1329 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Appleton Partners, Inc.'s workforce includes employees across a wide range of tenure levels.
9% have been with the company for 1 to 2 years13% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years9% have been with the company for 8 to 10 years57% have been with the company for more than 11 years
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Appleton Partners, Inc. Corporate Information: FAQ
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