Private Banking

Finance · 11-50 Employees

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Overview

Phone Number

(617) 946-8020

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
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1

About Private Banking

Merrill Private Wealth Management offers exclusive services and tailored strategies aimed at growing, sustaining, and transferring wealth for ultra-high-net-worth clients. Their specialized services include investments, wealth planning, lending, banking, and business services, designed to address the unique challenges faced by entrepreneurs, corporate executives, philanthropists, and entertainers. The firm prides itself on providing expert insights and customized plans through experienced advisors, ensuring a high level of personal attention. With a focus on transforming aspirations into reality, Merrill serves as a mission control for clients navigating the complexities of significant wealth.Explore more
Popular SearchesPrivate BankingPrivatebankMerrill Private Wealth ManagementPrivate Banking & Investment Group - MerrillPrivate Banking InvestmentSIC Code 62,628NAICS Code 52,523Show more

Private Banking Org Chart

PhoneEmail
NA

Planning Associate

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Private Banking

<$5M
11-50
Private
-
-
NA
N. AndersonPlanning Associate
$16.5M
11-50
Private
-
2008
Brendan Lake, Founder, President & Chief Executive Officer at PPB Capital Partners
Brendan LakeFounder, President & CEO
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$6.1M
11-50
Private
-
2005
<$5M
11-50
Private
-
1983
RS
Richard SapersteinChief Investment Officer & Founder
<$5M
1-10
Private
<$5M
2011
ML
McKayla LanghillRelationship Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Private Banking is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Private Banking is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Private Banking.

Private Banking Tech Stack

A closer look at the technologies used by Private Banking

Top Finance Companies

Frequently Asked Questions Regarding Private Banking

What is Private Banking's official website?
Private Banking's official website is pbig.ml.com
What is Private Banking's Revenue?
Private Banking's revenue is <$5 Million
What is Private Banking's SIC code?
Private Banking's SIC: 62,628
What is Private Banking's NAICS code?
Private Banking's NAICS: 52,523
How many employees does Private Banking have?
Private Banking has 11-50 employees
What industry does Private Banking belong to?
Private Banking is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Private Banking competition?
Private Banking top competitors include: Arque Capital, Antaeus Wealth Advisors, Greenwood Capital Associates, Altsla
What technology does Private Banking use?
Some of the popular technologies that Private Banking uses are: CenturyLink Cloud, Entrust, CenturyLink, Savvis
How do I contact Private Banking?
Private Banking contact info: Phone number: (617) 946-8020 Website: pbig.ml.com
What does Private Banking do?

Merrill Private Wealth Management offers exclusive services and tailored strategies aimed at growing, sustaining, and transferring wealth for ultra-high-net-worth clients. Their specialized services include investments, wealth planning, lending, banking, and business services, designed to address the unique challenges faced by entrepreneurs, corpor... ate executives, philanthropists, and entertainers. The firm prides itself on providing expert insights and customized plans through experienced advisors, ensuring a high level of personal attention. With a focus on transforming aspirations into reality, Merrill serves as a mission control for clients navigating the complexities of significant wealth.Read More

Is Private Banking a public company?
Private Banking is private company therefore does not currently have an official ticker symbol
See more information about Private Banking

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