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BUSINESS SUMMARY
Boston Private Financial Holdings, Inc. operates as the multi-bank holding company in the United States.
It provides private banking, investment management, and wealth advisory services to high net worth individuals,
families, businesses, and select institutions. The company offers various deposit products that include checking
accounts, demand deposits, NOW accounts, savings accounts, money market accounts, and certificate of deposits.
Its loan portfolio comprises residential mortgage loans, and mortgage loans on investment and vacation properties
to individuals; unsecured and secured personal lines of credit, home equity loans, and overdraft protection;
commercial construction and mortgage loans; revolving lines of credit; working capital loans; equipment financing;
and letters of credit.
In addition, Boston Private Financial Holdings offers financial planning, tax planning, investment management,
asset allocation, estate and insurance planning, retirement planning, income tax planning, and charitable planning
services. The company was founded in 1988 and is headquartered in Boston, Massachusetts.
30-Day (Hourly)
6-Month (Daily)
CIK #: 0000821127
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