Balentine
Balentine LLC is a privately held wealth management firm providing investment management, financial planning, business advisory, and legacy planning services to ultra-high-net-worth entrepreneurs and their families. They aim to create custom, holistic solutions to help ensure clients' wealth endures for generations. Balentine serves over 300 clients nationwide, managing approximately $8 billion in assets.
Funding Round: Strategic Investment
Funding Amount:
Date: 15-Jan-2025
Investors: FJ Management (FJM)
Markets: Wealth Management, Financial Services
HQ: Atlanta, Georgia, United States
Founded: 2009
Website: http://balentine.com/
LinkedIn: https://fr.linkedin.com/company/balentine
Crunchbase: https://www.crunchbase.com/organization/ballentine-partners-llc
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