Insights

Wealth Management Focus Boston Private specializes in providing private banking, wealth advisory, and investment management services to high net worth individuals, businesses, and institutions, presenting opportunities to tailor premium financial solutions.

Regional Strategy The company's strategy emphasizes empowering local affiliates with strategic oversight and resources, enabling personalized client engagement and opening avenues for localized marketing and technology solutions.

Technology Adoption Utilization of diverse digital tools like Google Analytics, Pardot, and DataTables indicates a focus on data-driven marketing and customer engagement, suggesting opportunities for advanced CRM and analytics solutions.

Recent Leadership Expansion The appointment of a new CFO and ongoing recruitment signals growth and organizational strengthening, offering potential collaboration in financial management and corporate governance solutions.

Active Investment Strategies Investments in assets such as Telos and Westpac Banking showcase a commitment to strategic asset allocation, creating potential for financial technology platforms and investment analytics tools to support their portfolio management.

Similar companies to Boston Private Financial Holdings

Boston Private Financial Holdings Tech Stack

Boston Private Financial Holdings uses 8 technology products and services including Optimizely, AdRoll, Google Fonts API, and more. Explore Boston Private Financial Holdings's tech stack below.

Optimizely
A/B Testing
AdRoll
Advertising
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
YUI
Javascript Libraries
reCAPTCHA
Security
Google Analytics
Web Analytics
AddThis
Widgets

Media & News

Boston Private Financial Holdings's Email Address Formats

Boston Private Financial Holdings uses at least 1 format(s):

Boston Private Financial Holdings Email Formats	Example	Percentage
FLast@bostonprivate.com	JDoe@bostonprivate.com	97%
LFirst@bostonprivate.com	DJohn@bostonprivate.com	2%
LastFi@bostonprivate.com	DoeJo@bostonprivate.com	1%

Frequently Asked Questions

Where is Boston Private Financial Holdings's headquarters located?

Boston Private Financial Holdings's main headquarters is located at United States. The company has employees across 1 continents, including North America.

What is Boston Private Financial Holdings's phone number?

You can contact Boston Private Financial Holdings's main corporate office by phone at

+1-617-912-****

. 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 Boston Private Financial Holdings's stock symbol?

Boston Private Financial Holdings is a publicly traded company; the company's stock symbol is BPFH.

What is Boston Private Financial Holdings's official website and social media links?

Boston Private Financial Holdings's official website is bostonprivate.com and has social profiles on LinkedIn.

How much revenue does Boston Private Financial Holdings generate?

As of June 2026, Boston Private Financial Holdings's annual revenue is estimated to be $252M.

What is Boston Private Financial Holdings's NAICS code?

Boston Private Financial Holdings's NAICS code is 52 - Finance and Insurance.

How many employees does Boston Private Financial Holdings have currently?

As of June 2026, Boston Private Financial Holdings has approximately 501 employees across 1 continents, including North America. Key team members include Assistant Office Manager: L. M.Manager, Procurement: N. H.Finance: B. B.. Explore Boston Private Financial Holdings's employee directory with LeadIQ.

What industry does Boston Private Financial Holdings belong to?

Boston Private Financial Holdings operates in the Financial Services industry.

What technology does Boston Private Financial Holdings use?

Boston Private Financial Holdings's tech stack includes OptimizelyAdRollGoogle Fonts APIjQueryYUIreCAPTCHAGoogle AnalyticsAddThis.

What is Boston Private Financial Holdings's email format?

Boston Private Financial Holdings's email format typically follows the pattern of FLast@bostonprivate.com. Find more Boston Private Financial Holdings email formats with LeadIQ.

Boston Private Financial Holdings

Q: What technology does Boston Private Financial Holdings use?

Boston Private Financial Holdings's tech stack includes AdRoll, Adobe Fonts, Pardot, jQuery, YUI.

Q: What is Boston Private Financial Holdings's NAICS code?

Boston Private Financial Holdings's NAICS code is 52 (Finance and Insurance).

Financial ServicesUnited States501-1000 Employees

Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) is a national financial services organization comprised of affiliates located in key regions of the U.S. that offer private banking, wealth advisory and investment management services to the high net worth marketplace, selected businesses and institutions. Its business strategy is to empower its affiliates to serve their clients at the local level, while at the same time providing strategic oversight and access to resources, both financial and intellectual, to support management, compliance and risk management, legal, marketing, and operations.