Ballentine Partners
Finance · Massachusetts, United States · 51-200 Employees
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Overview
Headquarters
230 3rd Ave Ste 6, Waltham, Massachusett...Phone Number
(781) 314-1300Website
www.ballentinepartners.comRevenue
$67 MillionIndustry
ZI Rank: 4
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
3
2
2
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4
About Ballentine Partners
Ballentine Partners is an independent multi-family office that specializes in wealth management for clients at critical wealth transitions. With a focus on holistic wealth management, the firm provides client-centric planning and sophisticated investment advice to families worldwide. They serve a diverse clientele, from individual professionals with $4 million in liquid assets to multigenerational families with over $1 billion. Their mission is to help families achieve their aspirations, build their legacy, and enhance their overall well-being.Explore more
Ballentine Partners Org Chart
JT
Partner & Chief Operating Officer
AC
Partner and Chief of Staff
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Revenue
Number of Employees
Type
Funding
Founded In
$6.2M
11-50
Private
-
1996
Zachary HornManaging Partner and President, Investment Manager and Shareholder
Company Profile Activity
Activity Insights
Ballentine Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Ballentine Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ballentine Partners.
Ballentine Partners Tech Stack
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Employee Engagement, Employee Relations, Company Culture & Policy, HR Operations
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Ballentine Partners News & Media
Ballentine Partners Announces Four New Partners
WALTHAM, Mass., Feb. 24, 2026 /PRNewswire/ -- Ballentine Partners, LLC, an independent wealth management firm, is pleased to announce the promotion of Alexa Carbone, MBA, CFP®, Ryan McManus, CFP®, Jessica Minty, CFA, and Courtney Scott, JD, to Partner. These appointments reflect the...BALLENTINE PARTNERS WELCOMES KELLY LORA EWART AS HEAD OF MARKETING
WALTHAM, Mass., April 26, 2023 /PRNewswire/ -- Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce that Kelly Lora Ewart has joined the company as Head of Marketing. In this newly formed role, Kelly will lead the...BALLENTINE PARTNERS APPOINTS CHRISTOPHER CHANDLER AND PETER CHIAPPINELLI AS CO-CHIEF INVESTMENT OFFICERS
WALTHAM, Mass., March 21, 2023 /PRNewswire/ -- Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce Christopher Chandler and Peter Chiappinelli as Co-Chief Investment Officers. Together they will be responsible for all...BALLENTINE PARTNERS ANNOUNCES TWO NEW PARTNERS: STEPHEN MARTONE AND ELLIOT ROTSTEIN
WALTHAM, Mass., March 14, 2023 /PRNewswire/ -- Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is delighted to announce two new partners: Senior Wealth Advisor Stephen Martone and Senior Client Advisor Elliot Rotstein. This brings our...
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Ballentine Partners is an independent multi-family office that specializes in wealth management for clients at critical wealth transitions. With a focus on holistic wealth management, the firm provides client-centric planning and sophisticated investment advice to families worldwide. They serve a diverse clientele, from individual professionals wit... Read More
