- Later stage VC,
- Mergers and Acquisitions
Ballentine Partners is a wealth management firm based in Waltham, Massachusetts. Established in 1984, the firm provides investment and financial advisory services to wealthy families and high-net-worth entrepreneurs. The investment team specializes in structuring individual tax-optimized portfolios for their clients. The assets are managed by the executive management team.
- CompanyAmountRound
- Example example company Inc1000000Investor meetings
- Company & Company11000000Series C funding
- Example524000Seed round A
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Financial Services