Commonwealth Financial Network
Commonwealth Financial Network, established in 1979, is a wealth manager and registered investment advisory firm headquartered in Waltham, Massachusetts.
Commonwealth Financial Network
Commonwealth Financial Network, established in 1979, is a wealth manager and registered investment advisory firm headquartered in Waltham, Massachusetts. It offers discretionary and non-discretionary asset management services, including comprehensive financial planning and retirement plan consulting. Its services cater to individuals, corporations, and government entities, providing investment advisory services.
General information
Firm type
Bank / Wealth / Trust
Year founded
1979
AUM
—
Location
Region
—
Country
—
City
Waltham
Corporate office
29 Sawyer Road
Frequently asked questions
What is Commonwealth Financial Network?
Commonwealth Financial Network is a bank / wealth / trust headquartered in Waltham.
When was Commonwealth Financial Network founded?
Commonwealth Financial Network was founded in 1979.
Where is Commonwealth Financial Network headquartered?
Commonwealth Financial Network is headquartered in Waltham.
What does Altss track for Commonwealth Financial Network?
Altss maintains an OSINT-verified profile of Commonwealth Financial Network covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Commonwealth Financial Network's website?
Commonwealth Financial Network's public website is www.commonwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Commonwealth Financial Network?
Commonwealth Financial Network is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Commonwealth Financial Network?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Commonwealth Financial Network?
Commonwealth Financial Network's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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