Boston Private Financial Holdings Email Format

Financial ServicesUnited States501-1000 Employees

Boston Private Financial Holdings, Inc. is a United States-based financial services company with 501-1000 employees, operating through a national network of affiliates in key regions. It provides private banking, wealth advisory and investment management services to high net worth individuals, selected businesses and institutions. The organization emphasizes local client service supported by centralized strategic oversight and access to resources for management, compliance and risk management, legal, marketing and operations. It is publicly traded on the NASDAQ under the ticker BPFH. The firm has pursued strategic investments and program initiatives, including stakes in Telos and Westpac Banking, and has launched studies and partnerships such as the 2021 Why of Wealth study and the Mentorship and Preparedness Program with the University of Chicago Booth School of Business.

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