Boston Portfolio Advisors
Financial Services • 
Boca Raton, Florida, United States • 21-50 Employees
Company overview
| Headquarters | 327 Plaza Real, Suite 320, Boca Raton, FL 33432, US |
| Phone number | +19549383000 |
| Website | |
| NAICS | 52 |
| SIC | 872 |
| Keywords | Accounting, Expert Witness, Litigation Support, Credit Risk, Asset Management, Due Diligence, Valuations, Portfolio Management, Hedge Funds, Predictive Analytics, Direct Lending, Private Credit, Back-Up Servicing, Distressed Debt, Deal Advisory, Fund Accounting & Administration, Non-Performing Loans, Borrowing Base, Wind-Downs, Artificial Intelligence (“Ai”), Compliance & Regulatory Reviews, Default & Receivable Management, Middle & Back-Office Solutions |
| Founded | 1979 |
| Employees | 21-50 |
| Socials |
Key Contacts at Boston Portfolio Advisors
Tom Wilkinson
Director -- Analytics, Data Science, Automation
Eric Halvorsen
Director Of Master Servicing And Receivables Management
Kathy Palmer
Director
Eric Mattys
Managing Director - Business Systems
Boston Portfolio Advisors Email Formats
Boston Portfolio Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@bostonportfolio.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bostonportfolio.com | 75% |
{first name}{last name} | johndoe@bostonportfolio.com | 20.8% |
{first initial} | j@bostonportfolio.com | 4.2% |
About Boston Portfolio Advisors
Boston Portfolio Advisors (“BPA”) is a nationally recognized asset servicer and manager. We have over 45 years of experience in delivering high-value, cost-effective solutions to private credit, alternatives, and capital markets organizations. BPA provides fund accounting, portfolio management, credit risk administration, master servicing, distressed debt management, and advisory solutions such as due diligence, litigation support, valuations, compliance and regulatory programs, AI and predictive analytics, as well as special projects. Our experience spans across asset classes in both the commercial and consumer domains such as real estate lending, student loans, auto loans, commercial loans, leases, asset backed, marketplace lending, merchant or tax advances, credit cards, trade receivables, and esoteric assets. We have delivered amazing results for some of the world's largest and innovative financial services organizations including hedge funds, insurance companies, lenders, pension funds, family offices, private equity, venture capital, originators, and other financial institutions.
Boston Portfolio Advisors revenue & valuation
| Annual revenue | $39,000,000 |
| Revenue per employee | $1,624,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $124,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Boston Portfolio Advisors has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
Boston Portfolio Advisors has never raised funding before.
Boston Portfolio Advisors Tech Stack
Discover the technologies and tools that power Boston Portfolio Advisors's digital infrastructure, from frameworks to analytics platforms.
Cookie compliance
Analytics
JavaScript libraries
Web servers
JavaScript libraries
Analytics
Programming languages
Blogs
Page builders
Analytics
CRM
AustraliaFrequently asked questions
4.8
40,000 users
