About Balentine
Balentine is a Financial Services company based in Atlanta (United States) founded in 2009. Wealth management firm. The company has 46 employees. Balentine offers products and services including Wealth Planning, Investment Management, Business Advisory, Legacy Planning, and Family Office Services. Its focus areas include Asset Management and Wealth Management. Its legal entity is Balentine LLC. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
Balentine was founded in 2009 and is headquartered in Atlanta, United States. The firm operates within the financial services sector, with a focus on wealth management. Investment advisory, portfolio management, and financial planning are provided to high-net-worth individuals and institutions. Operations are conducted primarily from Atlanta, extending services to clients nationwide through established advisory practices.
- Headquarters Atlanta, United States
- Employees 46
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website balentine.com
- Social LinkedIn X Facebook
- Legal Name Balentine Llc
- Investors
- Employee Count46
Products & Services of Balentine
Balentine offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Business Advisory, Legacy Planning, and Family Office Services.
Service for creating financial decision blueprints
Managing public and private market investments
Offering counsel on business and financial matters
Securing wealth for future generations
Navigating multi-generational financial complexities
Funding Insights of Balentine
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Balentine with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2010 | Seed | – | – |
1 investors in total: 1 institutional.
Investors in Balentine
Balentine has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Rosemont Investment Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Permanent capital is invested by Rosemont in asset management firms. | rosemontinv.com | Conshohocken, United States |
Investor details for Balentine
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Verified entity values are shown only after access is granted.
People of Balentine
40 people are tracked at Balentine (13 in leadership, 27 in team); the tracked headcount is 46.
| Name | Role | Group |
|---|---|---|
John Maddison | Partner And Head Of Financial Planning | Leadership |
Michael E. Pearson | Chief Compliance Officer | Leadership |
Jennifer Dangar | Chief Operating Officer | Leadership |
Adrian Cronje | Chief Executive Officer And Founding Partner | Leadership |
Bradley Martin | Head Of Atlanta Wealth Management | Leadership |
Mallorie Reynolds | Director, Accounting And Finance | Leadership |
Andrea Walker | Director, Client Service & Operations | Leadership |
Elizabeth Thomas | Head Of Marketing | Leadership |
Christina Callesis | Director, Human Resources | Leadership |
David Damiani | Partner And Chief Financial Officer | Leadership |
Mark Bell | Head Of Private Capital And Family Office, Partner | Leadership |
Gabe Lembeck | Director Of Research | Leadership |
Susie Wang | Director, Investment Strategy Team | Leadership |
Katie Kellogg | Human Resources Generalist | Team |
Kaitlyn Farley | Office Coordinator And Administrative Associate Raleigh Office | Team |
Josh Wallace | Reporting Manager | Team |
Reid Brannock | Associate Relationship Manager Raleigh Wealth | Team |
Clifton Dortch | Relationship Manager | Team |
Emily Barbour | Principal | Team |
Sara Rydman | Client Operations Associate | Team |
20 more people are available in the full profile.
Complete people profiles for Balentine
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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- Professional contacts
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Timeline of Balentine
2 dated milestones of Balentine across 1 years, from founding to its latest funding, stage changes and deals.
- Founded Balentine is founded.
- Funding First funding round.
Competitors of Balentine
Balentine has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of Balentine
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Balentine
The website of Balentine (balentine.com) receives about 5.2K visits a month.
- Monthly visits5.2K
▲ 4.3% vs previous month
Websites whose visitors overlap most with Balentine. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| adhesionwealth.com | 100% | 3.6K | #4,527,376 | View details | |
globalinvestormagazine.com | globalinvestormagazine.com | 99% | – | ||
| thorinvestment.com | 99% | View details | |||
| vistacp.com | 99% | 4.1K | #4,300,151 | View details | |
| manitouinvestment.com | 99% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Balentine
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- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Balentine (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Balentine
Complete news archive for Balentine
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- Brand-specific news history
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Frequently Asked Questions about Balentine
Balentine was founded in 2009 and raised its 1st funding round 1 year after it was founded.
Balentine is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Balentine has 46 employees.
Balentine was founded in 2009 and is headquartered in Atlanta, United States. The firm operates within the financial services sector, with a focus on wealth management. Investment advisory, portfolio management, and financial planning are provided to high-net-worth individuals and institutions. Operations are conducted primarily from Atlanta, extending services to clients nationwide through established advisory practices.
Balentine's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Balentine offers Wealth Planning, Investment Management, Business Advisory, Legacy Planning, and Family Office Services.
Balentine has 1 investor. Key investors include Rosemont Investment Group.
Balentine operates through Balentine Llc.