Boston Private Wealth
Financial Services • 
Various Cities, Australia, Australia • 1-10 Employees
Company overview
| Headquarters | Various Cities, Australia, Australia |
| Websites | |
| NAICS | 52 |
| Founded | 2010 |
| Employees | 1-10 |
Key Contacts at Boston Private Wealth
Rod Hayes
Founder, Director & Private Wealth Adviser
Neil Heriot
Director And Private Wealth Adviser
Boston Private Wealth Email Formats
Boston Private Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@bostonpw.com.au), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bostonpw.com.au | 80% |
{first name}{last name} | johndoe@bostonpw.com.au | 20% |
About Boston Private Wealth
We are a specialist boutique private wealth firm located in many parts of Australia that creates financial solutions for high net worth individuals and families. Our advice and service also extends to family offices, estates, charities, trusts and schools. As a family’s wealth grows so do the complexities around managing, preserving and passing on wealth to future generations. At Boston, we act as a central point of contact coordinating and managing all of your family’s wealth and financial affairs. With a hands-on approach and global reach, our expertise delivers results and peace of mind across the dynamic financial landscape. We are forever committed to the best interests and financial security for our clients, using our knowledge, experience, and professional insight. Our service includes: - Self Managed Super Funds - Trusts - Wrap Accounts - Accounting - Tax Returns - Estate Planning - Personal Insurance
Boston Private Wealth revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Boston Private Wealth has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Boston Private Wealth has never raised funding before.
Boston Private Wealth Tech Stack
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United Kingdom
United States
Poland
SpainFrequently asked questions
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