Balentine
Highly Engaged Employees
Highly Engaged EmployeesFinance · Georgia, United States · 51-200 Employees
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Overview
Headquarters
3344 Peachtree Rd NE Ste 2200, Atlanta, ...Phone Number
(404) 537-4800Website
www.balentine.comRevenue
$67 MillionIndustry
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
3
3
3
3
3
About Balentine
Balentine Wealth Advisors offers personalized wealth management and financial advisory services, focusing on protecting and growing clients' wealth through a holistic, solutions-focused approach. With nearly four decades of experience, they cater to families of wealth, entrepreneurs, and institutions, providing tailored solutions in planning, legacy preservation, investments, and business advisory. Their dedicated team emphasizes a client-centric model, ensuring a high level of trust and support for each client. Balentine is recognized for its commitment to fiduciary responsibility and has received accolades from various financial publications.Explore more
Balentine Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$18M
51-200
Private
-
1969
JH
Janis HorneSenior Vice President and Chief Compliance Officer and Investment Counselor
Company Profile Activity
Activity Insights
Balentine is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Balentine is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Balentine.
Balentine financials insights
Gather financial insights about Balentine, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Balentine Tech Stack
A closer look at the technologies used by Balentine
Most Recent Scoops
Open Position
Open Position
Open Position
Project
A high-level source in Financial Planning has indicated that the organization is planning to begin initiatives related to accounting integration within six to nine months. Balentine is currently evaluating vendors to support these efforts. The organization is focused on benefit management and payroll services in this area.
Integration, Accounting, Financial Planning, Compensation & Benefits, Financial Systems
Pain Point
Project
CRM, Financial Planning
Top Finance Companies
Frequently Asked Questions Regarding Balentine
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Balentine Wealth Advisors offers personalized wealth management and financial advisory services, focusing on protecting and growing clients' wealth through a holistic, solutions-focused approach. With nearly four decades of experience, they cater to families of wealth, entrepreneurs, and institutions, providing tailored solutions in planning, legac... Read More
