Boston Financial Management - aVenture Asset Manager Research
Location
Boston, MA, US
Founded
1985
Boston Financial Management primarily focuses on wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations in the United States. While their typical investment size is not specified, they have participated in at least one seed round investment.
The firm offers a range of services including estate planning and fiduciary services. Boston Financial Management emphasizes a client-centric approach, treating clients as extended family members and prioritizing their best interests. Their portfolio includes Source Audio, a company that has raised $1.2 million in total funding.
Boston Financial Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.