History

Since its inception in 2004, Harborside has continued to refine and expand the sales and marketing programs it provides for its clients. The goal is always to provide effective and innovative ways to competitively position our clients' solutions to financial advisors in an increasingly crowded market.

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2004

Harborside commences operations

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2007

Office expands

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2008

eLert program offered

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2009

PR services added

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2010

Harborside grows to 10 employees

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2011

Annual product sales top $500 million

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2012

Video services added

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2013

Annual product sales top $1 billion

Office expands

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2014

Annual product sales exceed $1.5 billion

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2015

New York office opens

Harborside grows to 25 employees

Annual product sales top $2 billion

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2016

Office Expands

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2017

Over $175 billion total marketing assets

33,000+ Financial Advisors serviced by Harborside

Over 3,000 Advisors were first time purchasers

Mutual funds and SMAs added to portfolio of client products sold 

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2018

Annual product sales top $2.5 billion

Institutional marketing added to marketing service suite

Private funds added to sales services

National marketing program created every 2 days

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2019

40,000+ Financial Advisors serviced by Harborside

ETFs added to sales and marketing services

Marketing assets top $225 billion in assets

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2020

Harborside grows to 35 employees

1 out of every 7 Financial Advisors nationally have a Harborside relationship

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