Ballentine Partners
Finance · Massachusetts, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
230 3rd Ave Ste 6, Waltham, Massachusett...Phone Number
(781) 314-1300Website
www.ballentinepartners.comRevenue
$67 MillionIndustry
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 family well-being.Explore more
Ballentine Partners Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Ballentine Partners
Compare insights from companies similar to Ballentine Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
$6.2M
11-50
Private
-
1996
Zachary HornManaging Partner and President, Investment Manager and Shareholder
Ballentine Partners Tech Stack
A closer look at the technologies used by Ballentine Partners
See more technologies
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Ballentine Partners
Sign Up For FreeTo access detailed company insights
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
