Insights

Focus on Wealth Management Boston Private specializes in serving high net worth clients through private banking, wealth advisory, and investment management, presenting opportunities to offer tailored financial solutions and premium services to affluent individuals and institutions.

Regional Strategic Oversight With a decentralized affiliate model supported by strategic oversight and resource sharing, there is potential to deliver localized financial products and services that meet specific regional client needs, strengthening client relationships.

Recent Leadership Hiring The appointment of a new CFO and ongoing senior staff movements indicate active management focus on financial health and strategic growth, which may open doors for partnership in fintech integrations, investment tools, or compliance solutions.

Asset Investment Activity Boston Private’s recent investments in firms like Telos and Westpac Banking suggest an appetite for strategic asset management opportunities, providing avenues for financial technology integrations, portfolio management tools, or asset servicing collaborations.

Innovative Client Programs The launch of initiatives like the Mentorship and Preparedness Program and the “Why of Wealth” study demonstrate a commitment to innovative client engagement, creating chances to introduce advanced analytics, client education platforms, or personalized digital experiences.

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Boston Private Financial Holdings Tech Stack

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

AdRoll
Advertising
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
DataTables
Javascript Libraries
Pardot
Marketing
Google Tag Manager
Tag Management
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 February 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 February 2026, Boston Private Financial Holdings has approximately 501 employees across 1 continents, including North America. Key team members include Financial Analyst, Avp: T. C.Assistant Office Manager: L. M.Manager, Procurement: N. H.. 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 AdRollGoogle Fonts APIjQueryDataTablesPardotGoogle Tag ManagerGoogle 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 Google Fonts API, Handlebars, AddThis, Google Tag Manager, Adobe Fonts.

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.