Boston Private Financial Competitors and Similar CompaniesClear all

Boston Private Financial's competitors and similar companies include Edmond de Rothschild, AMP, Fountain Asset and CODE Advisors.

	Boston Private Financial Boston Private Financial Holdings is a bank holding company.	Edmond de Rothschild Edmond de Rothschild provides wealth management services.	AMP AMP is a wealth management company that also engages in retail banking and international investment management businesses.	Fountain Asset Fountain Asset is a merchant bank that provides advisory services.	CODE Advisors CODE Advisors is a merchant bank.
Founding Date	Founding Date 1987	Founding Date 1953	Founding Date 1849	Founding Date 2005	Founding Date 2010
Type	Type Subsidiary	Type Private	Type Public	Type Public	Type Subsidiary
Tags	Tags Financial Services banks financial management investment management	Tags Financial Services banks financial management investment management	Tags Financial Services banks financial management investment management	Tags Financial Services banks financial management investment management	Tags Financial Services banks financial management investment management
Locations	Locations Boston, US HQ Beverly, US Beverly Hills, US Beverly Hills, US Boston, US Boston, US Boston, US see more	Locations Genève, CH HQ Paris, FR Paris, FR Luxembourg, LU Lausanne, CH	Locations Sydney, AU HQ Adelaide, AU Docklands, AU Hobart, AU Melbourne, AU Parramatta, AU West Perth, AU see more	Locations HQ	Locations San Francisco, US HQ
Employees	Employees 3881% decrease	Employees 2,879	Employees 2,366	Employees N/A	Employees 11
Valuation ($)	Valuation ($) N/A	Valuation ($) N/A	Valuation ($) 2.3 b	Valuation ($) 1.8 m	Valuation ($) N/A
Financial
Gross profit	Gross profit $327.3m (FY, 2020)	Gross profit N/A	Gross profit $1.1b (FY, 2025)	Gross profit N/A	Gross profit N/A
Net income	Net income $45.2m (FY, 2020)	Net income CHF79.2m (FY, 2021)	Net income $133m (FY, 2025)	Net income N/A	Net income N/A
Operating ⚠
Assets Under Management	Assets Under Management $17.2b (Q1, 2021)	Assets Under Management CHF177.6b (FY, 2021)	Assets Under Management $149b (FY, 2022)	Assets Under Management N/A	Assets Under Management N/A