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Ballentine Partners, Llc

Ballentine Partners is an independent multi-family office serving families.

Financial Services
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Headquarters
Waltham, Massachusetts, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
51 to 200Source: RevenueBaseRetrieved October 13, 2026
Founded
1984Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
5 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Ballentine Partners, Llc do?

The firm builds customized investment solutions integrated with planning expertise. The firm has provided planning and investment advice for four decades.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Customized investment solutions

The firm integrates these solutions with deep planning expertise.

Source: LinkedIn company description · Retrieved October 13, 2026

Planning and investment advice

The firm has delivered client-centric planning and sophisticated investment advice for four decades.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWBallentine Partners, Llc listed #10 on Family office software providers, September 1, 2026Open the published source list.
Ballentine Partners, Llc

#10 Family office software providers

Snapshot: September 1, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 1, 2026, September 19, 2026, September 27, 2026 and September 28, 2026. How the company lists are built.

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