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Boston Financial Management
AddedFeb 16, 2024
UpdatedJun 28, 2026
Boston Financial Management

Boston Financial Management

Operating

Boston Financial Management: A US-based wealth management firm offering estate planning and fiduciary services.

Location
Boston, MA, US
Founded
1985
Firm
Compare
Portfolio
Employees
Website

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

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Seed1 (100.0%)

Stage Mix

Seed 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Source Audio logo

Source Audio

Boston Financial Management - Similar Investment Firms

Fiduciary Trust Company logo

Fiduciary Trust Company

Boston Millennia Partners logo

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US Boston Capital logo

US Boston Capital

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FDC Partners logo

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fdcpartners.com

TRI Investments logo

TRI Investments

Boston Common Asset Management logo

Boston Common Asset Management

Twin Focus Capital logo

Twin Focus Capital

Broidy Capital Management logo

Broidy Capital Management

Boston Trust Walden logo

Boston Trust Walden

Gordon Asset Management logo

Gordon Asset Management

FSB Premier Wealth Management logo

FSB Premier Wealth Management

fsbpremier.com

Barry Capital Management logo

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barrycapital.com

GEM Advisors logo

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gemadvisors.com

BancBoston Capital logo

BancBoston Capital

Ritholtz Wealth Management logo

Ritholtz Wealth Management

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Boston Financial Management - Classification

Also Known As
  • Boston Financial Management, LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 2 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
SIC
  • 6000Depository Institutions