Key facts
- Boston Private Wealth’s last known valuation is $80.0M.
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Boston Private Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for Boston Private Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Boston Private Wealth
Provider of investment advisory services to high net worth individuals. The company provides services to individuals on wealth management, portfolio management, profit sharing plans and alternative investment.
- Sector
- Consumer Products and Services (B2C)
- HQ
- Boston, MA, United States
- Employees
- 70
- Website
- bostonprivatewm.com/
- Ownership
- Acquired/Merged
Boston Private Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Boston Private Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Boston Private Wealth in its N-PORT filings yet. We sweep new filings monthly.