About Boston Private
Boston Private is a company based in Boston (United States) founded in 1986 was acquired by SVB in January 2021. Boston Private has completed 3 acquisitions, including DGHM, Davidson Capital Management and KLS Professional Advisors Group. Boston Private offers products and services including Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Investment Services. Boston Private operates in a competitive market with competitors including Truist, Investec, Equity Bank, Focus Financial Partners and Citi, among others.
- Headquarter Boston, United States
- Stage Public
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name First Citizens Bancshares, Inc.
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Products & Services of Boston Private
Boston Private offers a comprehensive portfolio of products and services, including Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Investment Services.
Accounts for daily transactions and financial management
Accounts to earn interest on deposited funds
Cards offering rewards and purchase financing options
Loans for home buying and refinancing purposes
Services for portfolio management and retirement planning
People of Boston Private
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Leadership Team
178 people
Software Development Team
111 people
Human Resources and Administration
27 people
Finance and Accounting
22 people
Operations Team
21 people
Sales and Marketing
17 people
Business Team
13 people
Senior Team
11 people
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Funding Insights of Boston Private
Investors in Boston Private
Boston Private has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include SVB and The Carlyle Group.
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Private equity investments are directed toward multiple sectors.
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Banking services are provided to innovative companies, investors, and individuals.
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Investor details for Boston Private
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Investments & Acquisitions by Boston Private
Boston Private has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include DGHM, Davidson Capital Management and KLS Professional Advisors Group.
Investment portfolio details for Boston Private
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Diversified investment management services are provided to clients.
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Wealth management and financial advisory services are provided to clients.
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Investment funds are managed by DGHM since 1982.
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Complete acquisition details for Boston Private
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
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Financial Statements - Boston Private
Detailed financials for Boston Private
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- Profit trends
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Boston Private Comparisons
Peer comparison for Boston Private
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Competitors of Boston Private
Boston Private 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 Truist, Investec, Equity Bank, Focus Financial Partners and Citi, among others.
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Wealth advisory and banking services are offered to clients.
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Global banking, investment, and wealth management services are offered worldwide.
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Commercial banking services are provided to businesses and individuals.
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Business consulting services are provided to banks and lending institutions.
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Diversified financial services are offered through commercial banking operations.
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HR, insurance, and liability services are provided by Alera Group.
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Detailed competitors of Boston Private
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Latest news on Boston Private
Complete news archive for Boston Private
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Frequently Asked Questions about Boston Private
Boston Private was founded in 1986 and raised its 1st funding round 10 years after it was founded.
Boston Private is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Clayton Deutsch is the current CEO of Boston Private.
Boston Private was established in 1986 as a wealth management firm based in Boston, United States. Operations center on financial advisory, investment management, and estate planning for high-net-worth individuals and institutions. The firm operates within the financial services sector, with services delivered through a network of advisors. Leadership is provided by CEO and President Clayton Deutsch, overseeing activities from the headquarters in Boston.
Boston Private offers Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Investment Services.
Boston Private has made 3 acquisitions, including DGHM, Davidson Capital Management, and KLS Professional Advisors Group.
Boston Private has 2 investors. Key investors include SVB, and The Carlyle Group.