Wingate Wealth Advisors Revenue, Growth & Competitor Profile

DBA WINGATE WEALTH ADVISORS, INC.

Company Profile & Annual Report for Wingate Wealth Advisors

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Wingate Wealth Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	450 Bedford Street Lexington, MA 02420

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Wingate Wealth Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Wingate Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Wingate Wealth Advisors Annual Revenue and Growth Rate

Wingate Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

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

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

Wingate Wealth Advisors's Income Statement (based on Industry Averages)

Wingate Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Total Operating Expenses
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EBIT (Earnings Before Interest and Taxes)
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Market Share of Wingate Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wingate Wealth 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 Wingate Wealth 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 450 Bedford Street, Lexington MA

Company	Headquarters	Revenue ($ MM)
HIGHWIRE	Lexington, MA	100
BACKLIGHT PARENT	Lexington, MA	46
ISPECIMEN	Lexington, MA	27
FSH SOCIETY	Lexington, MA	1
BEDFORD-LEXINGTON INTERNAL MEDICINE P.C.	Lexington, MA	0

Future Competition: Wingate Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Wingate Wealth 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)