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
*********
- 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. 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.
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
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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
- Total Funding Total Funding
- Total Rounds 6
- Last Round Debt – Convertible — $4.0M
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First Round
First Round
(13 Dec 1996)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2016 | Amount | Debt – Convertible - Boston Private | Valuation |
investors |
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| Jun, 2010 | Amount | Post-IPO - Boston Private | Valuation |
investors |
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| Sep, 2008 | Amount | Post-IPO - Boston Private | Valuation |
investors |
| 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 |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Private equity investments are directed toward multiple sectors.
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Founded Year | Domain | Location | |
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Banking services are provided to innovative companies, investors, and individuals.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Diversified investment management services are provided to clients.
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1989 | ||||
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Wealth management and financial advisory services are provided to clients.
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1989 | ||||
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Investment funds are managed by DGHM since 1982.
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1982 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Boston Private
| 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 |
Boston Private Comparisons
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. 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 |
Wealth advisory and banking services are offered to clients.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Commercial banking services are provided to businesses and individuals.
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
Diversified financial services are offered through commercial banking operations.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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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 Boston Private
Frequently Asked Questions about Boston Private
When was Boston Private founded?
Boston Private was founded in 1986 and raised its 1st funding round 10 years after it was founded.
Where is Boston Private located?
Boston Private is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Who is the current CEO of Boston Private?
Clayton Deutsch is the current CEO of Boston Private.
What does Boston Private do?
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.
Who are the top competitors of Boston Private?
What products or services does Boston Private offer?
Boston Private offers Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Investment Services.
How many acquisitions has Boston Private made?
Boston Private has made 3 acquisitions, including DGHM, Davidson Capital Management, and KLS Professional Advisors Group.
Who are Boston Private's investors?
Boston Private has 2 investors. Key investors include SVB, and The Carlyle Group.
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