Ballentine Partners Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Ballentine Partners's estimated annual revenue is currently $26.9M per year.(i)
  • Ballentine Partners's estimated revenue per employee is $210,000

Employee Data

  • Ballentine Partners has 128 Employees.(i)
  • Ballentine Partners grew their employee count by 8% last year.

Ballentine Partners's People

NameTitleEmail/Phone
1
Chief StaffReveal Email/Phone
2
Head Human ResourcesReveal Email/Phone
3
Managing Director and CFOReveal Email/Phone
4
Partner & Chief Operating OfficerReveal Email/Phone
5
Managing DirectorReveal Email/Phone
6
Director Portfolio ManagementReveal Email/Phone
7
Managing Director & Senior Client AdvisorReveal Email/Phone
8
Chief Investment OfficerReveal Email/Phone
9
Partner & Chief Investment OfficerReveal Email/Phone
10
Partner & Chief Financial OfficerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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What Is Ballentine Partners?

Helping families make smart decisions about their wealth. Giving them the freedom to focus on the life they want to lead. Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine's clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it's investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration. @ballentineprs

keywords:N/A

N/A

Total Funding

128

Number of Employees

$26.9M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Ballentine Partners News

2022-04-17 - How Inflation Could Affect Your Student Loan

... explains Akeiva Ellis, a certified financial planner and education specialist at the Boston-based Ballentine Partners.

2022-03-30 - Why Women Have A Vital Role To Play In Financial Planning

Ballentine Partners is a financial services and wealth management firm based in Waltham, Mass. The Bemused is a financial education firm...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$26.3M13112%$134.5M
#2
$20.5M132-14%N/A
#3
$27.9M1330%N/A
#4
$41.9M1415%N/A
#5
$17.5M14734%$333M