Ballentine Partners
Waltham, Massachusettsballentinepartners.com
Overview
Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a holistic approach to wealth management . The firm provides financial planning and related consulting services . Ballentine Partners offers a variety of services, including cash-flow planning, investment strategy and execution, cash management and estate planning .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Bastille Networks | Sep 2017 | Series B | - |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
