Centerpoint Advisors Revenue, Growth & Competitor Profile

DBA CENTERPOINT ADVISORS, LLC

Company Profile & Annual Report for Centerpoint Advisors

Access the complete profile.

Centerpoint Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	541611 Administrative Management & General Management Consulting Services
Address	175 Highland Avenue Suite 302 Needham, MA 02494

Note: Revenues for privately held companies are statistical evaluations.


Centerpoint Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Centerpoint Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Centerpoint Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Centerpoint Advisors Annual Revenue and Growth Rate

Centerpoint Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Centerpoint Advisors's revenues are gauged from an analysis of company filings.

Centerpoint Advisors's Income Statement (based on Industry Averages)

Centerpoint Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Centerpoint Advisors is developing and marketing. Centerpoint Advisors doesn't have any recent trademark applications, indicating Centerpoint Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MYCENTER Providing an Internet website portal in the field of financial services featuring online account access, aggregation of investment accounts, portfolio analytics, and secure document storage for wealth management clients	08/14/2018

See all trademarks and details in the Full Report.

Market Share of Centerpoint Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Centerpoint Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Centerpoint Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
COMMONWEALTH FINANCIAL NETWORK	Waltham, MA	100
ADVISER INVESTMENTS	Newton, MA	8
ADVISER INVESTMENT MANAGEMENT	Newton, MA	6
GW & WADE	Wellesley, MA	6
GROVESTREET	Newton, MA	3
WEBSTER EQUITY PARTNERS	Waltham, MA	3

Other Companies at 175 Highland Avenue, Needham MA

Company	Headquarters	Revenue ($ MM)
MARTIN S KOFMAN CPA	Needham, MA	100
HEIFETZ ROSE	Needham, MA	0
LLOYD RAPOPORT DBA LLOYD M RAP	Needham Heights, MA	0

Future Competition: Centerpoint Advisors's Fastest Growing Competitors

These companies are in the same general field as Centerpoint Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)