Peapack Private

Peapack Private, established in 2017, operates as a dedicated wealth management division of Peapack-Gladstone Bank. This entity specializes in delivering comprehensive financial, tax, fiduciary, and investment advice and solutions. Its services are meticulously tailored for a diverse clientele, including individuals, families, privately-held businesses, family offices, and not-for-profit organizations. With a strategic presence across multiple locations in North America, Peapack Private focuses on empowering clients to establish, maintain, and expand their financial legacies through highly personalized wealth management strategies.

The firm actively engages in both business-to-business (B2B) and business-to-consumer (B2C) markets, offering customized financial strategies designed for optimal client outcomes. Their product and service portfolio includes investment management, customized portfolio strategies, corporate advisory, and trust company services, supporting clients through various financial life stages and business transitions. To understand the human capital driving these bespoke solutions, one can Meet Peapack Private's team and learn about their expertise in navigating complex financial landscapes.

Peapack Private competes within a dynamic financial services sector, offering specialized investment and banking products. The company's revenue stands at $406.1M, supported by an employee base ranging from 500-1,000 individuals. Their operational scope, indicated by having 2 locations, allows for focused service delivery. The firm's commitment to exceptional client service and customized financial planning positions it as a key player for clients seeking to manage and grow their wealth effectively.