Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for The Bulfinch Group
- ·The full record, as it builds
Funding rounds
No funding rounds for The Bulfinch Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About The Bulfinch Group
Bulfinch group is an independent financial services and wealth management firm that has been providing personalized financial advice, experienced investment management to individuals/families and business owners since 1994. Bulfinch group is an agency of the guardian life insurance company of america (guardian), New York, ny.
- Sector
- Financial Services
- HQ
- Needham, MA, United States
- Employees
- 137
- Website
- bulfinchgroup.com/
- Ownership
- Privately Held (no backing)
The Bulfinch Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in The Bulfinch Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on The Bulfinch Group in its N-PORT filings yet. We sweep new filings monthly.