Boston Private Wealth Overview

  • Service
  • Limited Partner Consultant

  • Year Founded
  • 2014

Year Founded

  • Serviced Companies
  • 1

  • Serviced Deals
  • 1

Boston Private Wealth General Information

Description

Founded in 2014, Boston Private Wealth was a privately-held investment consulting firm based in Boston, Massachusetts. The firm provided comprehensive wealth management support for high net worth individuals, financial institutions, and families, including customized investment, wealth planning, family office services, foundations and institutions.

Contact Information

Website
www.bostonprivatewm.com
Formerly Known As
Banyan Partners, Bp Wealth Management, Llc
Year Founded
2014
Service Provider Type
LP Consultants
Corporate Office
  • One Federal Street
  • 30th Floor
  • Boston, MA 02110
  • United States
+1 (617) 000-0000

Boston Private Wealth Services to Companies

Service on a Deal (1)

Company Name Service Provided Deal Date Deal Type Deal Amount
MRSI Systems Jun 2018 00000 0000000
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Boston Private Wealth Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Boston Private Wealth FAQs

  • When was Boston Private Wealth founded?

    Boston Private Wealth was founded in 2014.

  • Who is the founder of Boston Private Wealth?

    Peter Raimondi JD is the founder of Boston Private Wealth.

  • Where is Boston Private Wealth headquartered?

    Boston Private Wealth is headquartered in Boston, MA.

  • What service provider type is Boston Private Wealth?

    Boston Private Wealth's service provider type is Limited Partner Consultant.

  • What companies has Boston Private Wealth invested in or acquired?

    Boston Private Wealth has invested in or acquired companies like Holt-Smith Advisors, Rushmore Investment Advisors, and Earl M. Foster Associates.

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