Boston Financial Management

Boston Financial Management is a wealth management firm located in Boston, Massachusetts, established in 1976. The firm specializes in providing investment management, financial planning, estate planning, and trust services to a diverse clientele that includes individuals, families, endowments, and not-for-profit organizations. With a focus on addressing the unique challenges associated with wealth, Boston Financial Management aims to deliver tailored solutions to its clients' critical financial questions. The firm's assets are managed by an experienced executive team, ensuring a personalized approach to wealth management. As a Registered Investment Adviser, Boston Financial Management is committed to upholding high standards of professionalism and fiduciary responsibility in its services.

Richard Morse

Chairman of the Board

Stacy Reinhart

Managing Director

1 past transactions

SourceAudio

Seed Round in 2013
SourceAudio provides a cloud based sync licensing platform for music publishers and administrators to manage, search, distribute, and monetize their audio assets. Its platform allows catalogs, labels, publishers, and bands upload their music and manage their own branded search and distribution site; and music supervisors, advertisement agencies, production companies, and broadcast networks subscribe to music providers and search tracks to audition in their projects. The company also provides custom branded sites design and development services; and metadata support services. Its platform is used by music libraries, major labels, indie labels, music publishers, and artists and composers; and production companies, television networks, music supervisors, radio stations, advertisement agencies, film studios, and theatrical marketing companies. The company was founded in 2007 and is based in Los Angeles, California.
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