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Ballentine Partners

Ballentine Partners, LLC

Mission protected

Yes

Meets the PBC Index standard

Protected through

  • Certified B Corporation

What they do

Ballentine Partners provides wealth management, financial planning, and investment advisory services to individuals, entrepreneurs, and multigenerational families.

Mission statement
To provide comprehensive wealth management and family office services while maintaining a commitment to social impact and stakeholder well-being.

Status

Private

Industry

Financial Services & Fintech

Headquarters

Waltham, Massachusetts

Founded

1984

Sources (2)

Added 2026-06-04 · last updated 2026-06-04Informational only; not legal advice. Verify against the sources above before relying on this entry.