Balentine is an employee-owned wealth management firm with offices in Atlanta, GA and Raleigh, NC
Location: United States, Georgia, Atlanta
Employees: 11-50
Phone: +1 404-537-4800
Founded date: 2009
Mentions in press and media 11
| Date | Title | Description |
| 06.02.2025 | Jon Bristow Named Head of Atlanta Wealth at Balentine | Jon Bristow is the new Head of Atlanta Wealth at Balentine A wealth management pro with deep experience in building family offices and strong relationships has joined the boutique wealth management firm. Jon's extensive experience and clien... |
| 20.08.2024 | Vanilla: Estate Planning Software Company Raises Strategic Funding | Estate planning software company Vanilla announced a strategic funding round led by returning investor Insight Partners, with participation from Venrock, Vanguard, and other previous investors. Vanilla also welcomes new strategic investor E... |
| 25.06.2024 | Balentine CEO Adrian Cronje Helms Rotary Club of Atlanta as 2024-2025 President | Balentine CEO Adrian Cronje accepts the passing of the Atlanta Rotary Club gavel from outgoing President John Yates Adrian Cronje, CEO of Balentine, will lead the Rotary Club of Atlanta for 2024-25 with a promise to "engage and Impact,... |
| 15.03.2024 | Balentine Names Liz Thomas Head of Marketing | Liz Thomas, CFP® has been promoted to Head of Marketing. Balentine creates custom, holistic solutions for wealth creators at every stage of their journey. As Balentine continues rapid growth, Liz will ensure the firm's core values stay at t... |
| 04.05.2023 | Balentine Names COO Jennifer Dangar as Partner | Balentine announces Chief Operating Officer Jennifer Dangar as its newest partner. With wealth management, financial planning, business advisory, and legacy planning services, Balentine creates custom, holistic solutions for wealth creators... |
| 04.05.2023 | Balentine Names Emily Balentine Barbour, Michael B. Binnicker, Gabe Lembeck, and Ben Webb as Principals | Balentine Names Emily Balentine Barbour, Michael B. Binnicker, Gabe Lembeck, and Ben Webb as Principals. With wealth management, financial planning, business advisory, and legacy planning services, Balentine creates custom, holistic solutio... |
| 25.04.2023 | Balentine Expands Business Advisory Services, Adds Joe Fahey as Senior Family Business Advisor | Balentine has appointed Joe Fahey, CFA, as Senior Family Business Advisor We have helped dozens of families with business decisions worth billions of dollars that have been crucial to helping them preserve and propel their legacy. Joe re-do... |
| 07.12.2022 | How Business Owners Can Privilege-Proof Their Families All Year Round | Chairman of Balentine and author of First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy. |
| 08.02.2022 | Balentine Appoints Jennifer Dangar Chief Operating Officer | ATLANTA, Feb. 8, 2022 /PRNewswire/ -- Balentine, an independent wealth management firm advising on nearly $6 billion of assets, has hired Jennifer Dangar as Chief Operating Officer. Jennifer is a highly accomplished executive who was most r... |
| 28.01.2022 | Balentine Utilizes Milestone Growth to Enhance Client Experience | ATLANTA, Jan. 28, 2022 /PRNewswire/ -- Balentine, a leading independent wealth management firm, announced today that its assets under advisement have reached over $6 billion, a 100% increase in just three years. As a firm that has always be... |
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