Insights

Targeted Wealth Management Boston Private specializes in private banking, wealth advisory, and investment management services for high net worth clients, indicating opportunities to offer premium financial solutions, estate planning, and personalized investment products tailored to affluent individuals and families.

Regional Focus with Local Expertise The company's strategy emphasizes empowering local affiliates to serve their communities, presenting chances to customize and regionalize financial offerings that align with specific market needs and client preferences across key U.S. regions.

Technology Adoption Utilizing advanced analytics and digital tools such as IBM Cognos and Google Analytics, Boston Private demonstrates a commitment to data-driven decision-making, providing opportunities to introduce innovative fintech solutions, digital banking enhancements, and cybersecurity services.

Growth Through Investments Recent stakes in financial institutions like Telos and Westpac Banking reveal an expansion focus through strategic investments, suggesting potential cross-border or asset management product offerings for institutional clients interested in similar growth avenues.

Market Position & Challenges Ongoing investigations concerning securities law compliance highlight areas where enhanced legal, compliance, and risk management services could be valuable, providing opportunities to support the firm in strengthening governance frameworks and regulatory adherence.

Similar companies to Boston Private Financial Holdings

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 December 2025, 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 December 2025, 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

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.