About Ballentine Partners
Ballentine Partners is a company based in Waltham (United States) founded in 1984.. Ballentine Partners has raised $17.97 million across 1 funding round. The company has 104 employees as of December 31, 2022. Ballentine Partners offers products and services including Investing Services, Wealth Advisory, and Family Well-being Services. Ballentine Partners operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Waltham, United States
- Employees 104 as on 31 Dec, 2022
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$17.97 M (USD)
in 1 rounds
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Latest Funding Round
$17.97 M (USD), Series B
Jun 09, 2022
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Investors
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Employee Count
104
as on Dec 31, 2022
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Products & Services of Ballentine Partners
Ballentine Partners offers a comprehensive portfolio of products and services, including Investing Services, Wealth Advisory, and Family Well-being Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Helps clients preserve and grow wealth across asset classes
Assists in defining and achieving wealth management goals
Supports families in aligning wealth with personal values
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Funding Insights of Ballentine Partners
Ballentine Partners has successfully raised a total of $17.97M through 1 strategic funding round. The most recent funding activity was a Series B round of $17.97 million completed in June 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series B — $18.0M
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First Round
First Round
(09 Jun 2022)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2022 | Amount | Series B - Ballentine Partners | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Ballentine Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Ballentine Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Ballentine Partners Comparisons
Competitors of Ballentine Partners
Ballentine Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ballentine Partners
Frequently Asked Questions about Ballentine Partners
When was Ballentine Partners founded?
Ballentine Partners was founded in 1984 and raised its 1st funding round 38 years after it was founded.
Where is Ballentine Partners located?
Ballentine Partners is headquartered in Waltham, United States. It is registered at Waltham, Massachusetts, United States.
Is Ballentine Partners a funded company?
Ballentine Partners is a funded company, having raised a total of $17.97M across 1 funding round to date. The company's 1st funding round was a Series B of $17.97M, raised on Jun 09, 2022.
How many employees does Ballentine Partners have?
As of Dec 31, 2022, the latest employee count at Ballentine Partners is 104.
What does Ballentine Partners do?
Ballentine Partners was founded in 1984 as an independent wealth management firm. Operations are based in Waltham, United States, where personalized financial planning and investment advisory services are offered to high-net-worth individuals and families. The firm focuses on portfolio management, estate planning, and risk assessment within the financial services sector. Client assets are overseen with an emphasis on long-term strategies and fiduciary standards.
Who are the top competitors of Ballentine Partners?
Ballentine Partners's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Ballentine Partners offer?
Ballentine Partners offers Investing Services, Wealth Advisory, and Family Well-being Services.