Balentine
Finance · 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
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ZI Rank
3
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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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Balentine is experiencing very low activity levels compared to other companies in the Finance sector.
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Balentine financials insights
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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
Balentine News & Media
Balentine Names Third Generation Leader Emily Balentine Barbour as Partner
Emily Balentine Barbour represents the third generation of the Balentine family to serve clients as a wealth manager. ATLANTA, GA, UNITED STATES, December 4, 2025 /EINPresswire.com/ -- Balentine, an independent wealth management firm based in Atlanta …Balentine Names Robert Vann, Jr. Senior Relationship Manager, Multi-Family Office
ATLANTA, GA, UNITED STATES, November 20, 2025 /EINPresswire.com/ -- Balentine announces that Robert (Robby) Vann, Jr. has joined the boutique wealth management firm as Senior Relationship Manager leading the Multi-Family Office team. In this new role, …Balentine Strengthens Succession Planning with Three New Principals
Balentine has bolstered its leadership with new principals in both the Atlanta and Raleigh offices of the boutique wealth management firm. ATLANTA, GA, UNITED STATES, February 12, 2025 /EINPresswire.com/ -- Balentine, a leading independent wealth …Jon Bristow Named Head of Atlanta Wealth at Balentine
A wealth management pro with deep experience in building family offices and strong relationships has joined the boutique wealth management firm. ATLANTA, GA, UNITED STATES, February 6, 2025 /EINPresswire.com/ -- Balentine, a boutique wealth management …
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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
