About Boston Private
Boston Private is a Financial Services company based in Boston (United States) founded in 1986, and was acquired by SVB in January 2021. Wealth management services are offered by Boston Private. Boston Private has completed 3 acquisitions, including DGHM, Davidson Capital Management and KLS Professional Advisors Group. Its chief executive, as recorded, is Clayton Deutsch. Boston Private offers products and services including Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Investment Services. Its focus areas include Asset Management, Wealth Management, Banks and Commercial Banks. Its legal entity is First Citizens BancShares, Inc. Its competitors include Truist, Equity Bank and Focus Financial Partners; 2 of its 3 listed competitors have raised funding.
Company details
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.
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
Apps and channels of Boston Private
its YouTube channel First Citizens Bank has 1.84K subscribers and 30 videos.
Videos from Boston Private
The most watched videos on Boston Private's YouTube channel, First Citizens Bank (1.84K subscribers). Click a video to play it here.
More on First Citizens Bank.
Funding Insights of Boston Private
- Total Rounds 6
- Last Round Debt – Convertible — $4.05M
- First Round $3M
(Dec 1996)
- Investors Count 1
All 6 funding rounds of Boston Private 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 |
|---|---|---|---|---|---|
| Jun 2016 | $4.05M | Debt – Convertible | – | – | – |
| Jun 2010 | $6.8M | Post-IPO | – | – | |
| Sep 2008 | $75M | Post-IPO | – | – | |
| Sep 2005 | $100M | Post-IPO | – | – | – |
| Feb 2004 | $5.94M | Post-IPO | – | – | – |
| Dec 1996 | $3M | Post-IPO | – | – | – |
2 investors in total: 2 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com | ||
Banking services are provided to innovative companies, investors, and individuals. | 1983 | svb.com | Santa Clara, United States |
Investor details for Boston Private
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Boston Private
479 people are tracked at Boston Private (276 in leadership, 16 in board & advisors, 187 in team).
| Name | Role | Group |
|---|---|---|
Clayton Deutsch | CEO & President | Leadership |
Lori K. Rupp | Chief Risk Officer | Leadership |
Jeffrey L. Ward | Chief Strategy Officer | Leadership |
Peter M. Bristow | President | Leadership |
Monica Johnson | Vp, Manager Talent Acquisition | Leadership |
Karen Long | Director Business Systems | Leadership |
Frank B. Holding Jr. | Chairman & CEO | Leadership |
Mario Ramiro | Business Banker Iii, Vice President | Leadership |
Nina K. | Vp, Sr Talent Acquisition Consultant - Commercial Finance, Risk, Credit | Leadership |
Jason W. Pfeffer | Vice President, Sr. Business Banker | Leadership |
Ross Gage | Director And Market Leader | Leadership |
Virendra Soni | Vice President Support And Operations | Leadership |
Juan Vives | Managing Director | Leadership |
Wallace Lo | Director, Technology, Media And Telecommunications Finance | Leadership |
Kara Williams | Director Business Enhanced Due Diligence | Leadership |
Joe Seale | Svp, Director Of Digital Customer Experience | Leadership |
Samara Maloney | Director, Human Resources | Leadership |
Jorge Martinez | Vice President Commericial Relationship Manager | Leadership |
Leidy Z. | Treasury Support Supervisor, VP | Leadership |
Tony Hurtado | Director - Middle Market Banking | Leadership |
459 more people are available in the full profile.
Complete people profiles for Boston Private
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment management services are provided to clients. | davidsoncap.com | Corpus Christi, United States | 1989 | Dec 2007 | •••• | |
Wealth management and financial advisory services are provided to clients. | klsadvisors.com | New York, United States | 1989 | Jan 2005 | $30M | |
Investment funds are managed by DGHM since 1982. | dghm.com | New York, United States | 1982 | May 2003 | $96M |
Complete acquisition details for Boston Private
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Boston Private
8 dated milestones of Boston Private across 35 years, from founding to its latest funding, stage changes and deals.
- Founded Boston Private is founded.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round of $3.0M.
- Acquisition Acquires DGHM.
- Acquisition Acquires KLS Professional Advisors Group.
- Acquisition Acquires Davidson Capital Management.
- Funding Latest funding round, Debt – Convertible, of $4.0M.
- Exit Acquired by SVB.
Competitors of Boston Private
Boston Private has 3 listed competitors in our database, 2 of them funded. They include Truist, Equity Bank and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| truist.com | 1872 | Charlotte, United States | 55,480 | Wealth advisory and banking services are offered to clients. | ||
| equitybank.com | 2002 | Wichita, United States | $89.7M | Commercial banking services are provided to businesses and individuals. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of Boston Private
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Boston Private
Websites that share an audience with Boston Private (bostonprivate.com).
Websites whose visitors overlap most with Boston Private. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
bostonprivatebank.com | bostonprivatebank.com | 100% | – | ||
spencersavingsloans.com | spencersavingsloans.com | 95% | – | ||
banknbsb.com | banknbsb.com | 95% | – | ||
countrybank.com | countrybank.com | 95% | #549,514 | – | |
| ebsb.com | 95% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 21 similar websites and full traffic analytics for Boston Private
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 21 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 Boston Private (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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Boston Private
Complete news archive for Boston Private
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 CEO of Boston Private, as recorded in our data.
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's top competitors include Truist, Focus Financial Partners and Equity Bank.
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.
Boston Private operates through First Citizens Bancshares, Inc..
Yes. Boston Private was acquired by SVB in January 2021.