When was Boston Private founded?

Boston Private was founded in 1986 and raised its 1st funding round 10 years after it was founded.

Where is Boston Private located?

Boston Private is headquartered in Boston, United States.

How many employees does Boston Private have?

As of Jul 01, 2024, the latest employee count at Boston Private is 786.

Is Boston Private a funded company?

Boston Private is a funded company, having raised a total of $4.05M across 6 funding rounds to date. The company's 1st funding round was a $***** Post IPO round, raised on Dec 13, 1996.

When was the latest funding round of Boston Private?

Boston Private's latest funding was a $***** Convertible Debt round on Jun 30, 2016, with participation from 0 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $182M in funding in 2026 to date.

Where does Boston Private rank among its competitors?

Boston Private ranks 55th amongst 2170 active competitors, of which 47 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of Boston Private?

Boston Private's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

Boston Private - 2026 Company Profile, Funding & Competitors

Q: Is Boston Private an acquired company?

Boston Private got acquired by SVB on Jan 04, 2021.

Boston Private is an acquired company based in Boston (United States), founded in 1986. It operates as a Wealth management firm. Boston Private has raised $4.05M in funding. The company has 2170 active competitors, including 47 funded and 297 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Website: bostonprivate.com
Social
Phone Number: +1 **********

Key Metrics

Founded Year

1986

Location

Boston, United States

Stage

Acquired

Total Funding

$4.05M in 6 rounds

Latest Funding Round

Convertible Debt, Jun 30, 2016, $*****

Investors

Endicott Group & 1 more

Ranked

55^th among 2170 active competitors

Employee Count

786 as on Jul 01, 2024

Investment & Acquisitions

Davidson Capital Management & 2 more

Similar Companies

AXA & 6723 more

Exit Details

Acquired by SVB (Jan 04, 2021)

View Boston Private's full profile

Boston Private got acquired by SVB on Jan 04, 2021 at an acquisition amount of $900M. It was facilitated by Sullivan & Cromwell, Wachtell, Lipton, Rosen & Katz, Goldman Sachs and 1 more.

Click here to take a look at Boston Private's acquisition in detail

Boston Private has raised a total funding of $4.05M over 6 rounds. Its first funding round was on Dec 13, 1996. Boston Private has 2 institutional investors.

Here is the list of recent funding rounds of Boston Private:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 30, 2016	4873081	Convertible Debt	4813800	2141435	5492122	1960874
Jun 21, 2010	9256316	Post IPO	6717578	1363758	6837002	The Carlyle Group
Sep 30, 2008	5700721	Post IPO	7440585	2907168	3018047	The Carlyle Group

Access funding benchmarks and valuations. Sign up today!

View details of Boston Private's funding rounds and investors

Boston Private's employee count trend

Boston Private has 786 employees as of Jul 24. Here is Boston Private's employee count trend over the years:

Uncover Boston Private's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Boston Private include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Boston Private, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 13 others	72/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	65/100
5th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	65/100
6th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
7th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main	62/100
8th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Continental Investors ... & 6 others	62/100
9th	Choice 1992, Mumbai (India), Public	Full-service investment banking firm	-	Plutus Wealth Management & 1 others	62/100
10th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	61/100
55th	Boston Private 1986, Boston (United States), Acquired	Wealth management firm	$4.05M	Endicott Group, The Carlyle Group	45/100

Get insights and benchmarks for competitors of 2M+ companies! Sign up today!

Looking for more details on Boston Private's competitors? Click here to see the top ones

Boston Private has acquired 3 companies including Davidson Capital Management, KLS Professional Advisors Group and DGHM. Boston Private has not made any investments as of now.

Here is the list of its acquisitions:

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Dec 11, 2007	Acquisition	Davidson Capital Management	1989	Corpus Christi (United States)
Jan 03, 2005	Acquisition	KLS Professional Advisors Group	1989	New York City (United States)
May 02, 2003	Acquisition	DGHM	1982	New York City (United States)