Insights

Investment Expansion Balentine has demonstrated active investment activity, including recent stakes in ESG-focused ETFs and emerging markets, indicating a potential openness to expanding their portfolio options and partnering with firms offering sustainable and emerging market investment solutions.

Technology Adoption Utilizing a modern tech stack that includes Salesforce, Zendesk, and Microsoft 365 shows Balentine's commitment to digital capabilities, creating opportunities to introduce advanced customer relationship management, client engagement, or workflow automation tools.

Growth Through Talent Recent promotions and the hiring of notable professionals like Roger Dery highlight a focus on strengthening client relationship management and high-value service delivery, which may benefit from tailored employee engagement, training solutions, or premium service platforms.

Market Position With a solid revenue range up to 100 million dollars and an employee base of 51-200, Balentine is positioned as a growth-focused mid-sized firm, making it a viable target for scalable solutions that support strategic expansion and operational efficiency.

Sustainable Focus Investments in ESG ETFs suggest an alignment with sustainability values, providing an opportunity to introduce ESG-compliant financial solutions, sustainable technology integrations, or consulting services that strengthen their responsible investing offerings.

Balentine Tech Stack

Balentine uses 8 technology products and services including Cloudflare, Salesforce, Zendesk, and more. Explore Balentine's tech stack below.

  • Cloudflare
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Zendesk
    Documentation Tools
  • Microsoft 365
    Email
  • Employee Navigator
    Human Resource Management System
  • Paychex
    Human Resource Management System
  • Adobe Creative Suite
    Visualisation Software
  • GoDaddy
    Web Hosting

Media & News

Balentine's Email Address Formats

Balentine uses at least 1 format(s):
Balentine Email FormatsExamplePercentage
FLast@balentine.comJDoe@balentine.com
49%
First@balentine.comJohn@balentine.com
1%
First.Last@balentine.comJohn.Doe@balentine.com
1%
FLast@balentine.comJDoe@balentine.com
49%

Frequently Asked Questions

Where is Balentine's headquarters located?

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Balentine's main headquarters is located at 3344 Peachtree Road, Suite 2200 Atlanta, GA 30326, US. The company has employees across 2 continents, including North AmericaAsia.

What is Balentine's phone number?

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You can contact Balentine's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Balentine's stock symbol?

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Balentine is a publicly traded company; the company's stock symbol is N/A.

What is Balentine's official website and social media links?

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Balentine's official website is balentine.com and has social profiles on LinkedInCrunchbase.

What is Balentine's SIC code NAICS code?

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Balentine's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Balentine have currently?

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As of October 2025, Balentine has approximately 102 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer And Founding Partner: A. C.Chief Executive Officer And Chief Investment Officer And Founding Partner: R. B.Chief Compliance Officer: M. P.. Explore Balentine's employee directory with LeadIQ.

What industry does Balentine belong to?

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Balentine operates in the Financial Services industry.

What technology does Balentine use?

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Balentine's tech stack includes CloudflareSalesforceZendeskMicrosoft 365Employee NavigatorPaychexAdobe Creative SuiteGoDaddy.

What is Balentine's email format?

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Balentine's email format typically follows the pattern of FLast@balentine.com. Find more Balentine email formats with LeadIQ.

When was Balentine founded?

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Balentine was founded in 2009.

Balentine

Financial ServicesUnited States51-200 Employees

Balentine is a majority employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. 
 
For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. We have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients.
 
The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine’s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. 

Please read important disclosures here: https://www.balentine.com/disclosures

Section iconCompany Overview

Headquarters
3344 Peachtree Road, Suite 2200 Atlanta, GA 30326, US
Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Balentine's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Balentine's revenue is estimated to be in the range of $50M$100M

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