Insights

Wealth Management Study Boston Private launched the 2021 'Why of Wealth' study, exploring emotional dimensions of wealth. This presents an opportunity to engage high net-worth individuals looking for personalized wealth management services.

Recent Mergers and Acquisitions Boston Private merged with Silicon Valley Bank and acquired stakes in companies like Telos and Westpac Banking. Highlighting these strategic moves can attract businesses seeking financial services from a reputable and expanding institution.

Technology Integration With a tech stack including IBM Cognos Analytics and Google Analytics, Boston Private demonstrates a commitment to innovation and data-driven solutions. This tech-savvy approach can appeal to companies looking for advanced financial services supported by cutting-edge technology.

Key Personnel Movement Boston Private appointed Joe Regan as Chief Financial Officer and launched the Mentorship and Preparedness Program with the University of Chicago Booth School of Business. Leveraging these leadership changes and educational initiatives can build credibility and attract new clients seeking experienced financial guidance.

Strategic Financial Partnerships Boston Private invested in assets like Telos and Westpac Banking, indicating a focus on strategic financial partnerships. This presents an opportunity to engage potential clients seeking customized investment solutions tailored to their specific needs and preferences.

Similar companies to Boston Private Financial Holdings

Boston Private Financial Holdings Tech Stack

Boston Private Financial Holdings uses 8 technology products and services including IBM Cognos Analytics, Google Font API, Handlebars, and more. Explore Boston Private Financial Holdings's tech stack below.

IBM Cognos Analytics
Advanced Analytics And Data Science
Google Font API
Font Scripts
Handlebars
Javascript Frameworks
DataTables
Javascript Libraries
Pardot
Marketing
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Facebook
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 2 continents, including North AmericaAfrica.

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 April 2025, Boston Private Financial Holdings's annual revenue reached $252M.

What is Boston Private Financial Holdings's NAICS code?

Boston Private Financial Holdings's NAICS code is 522110 - Commercial Banking.

How many employees does Boston Private Financial Holdings have currently?

As of April 2025, Boston Private Financial Holdings has approximately 501 employees across 2 continents, including North AmericaAfrica. Key team members include Executive Assistant To Ceo: L. J.Commercial Loan Officer Iv, Senior Vice President: J. B.Assistant Vice President/Cla Manager: J. M.. 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 IBM Cognos AnalyticsGoogle Font APIHandlebarsDataTablesPardotGoogle Tag ManagerGoogle AnalyticsFacebook.

What is Boston Private Financial Holdings's email format?

Boston Private Financial Holdings's email format typically follows the pattern of . 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.