Family Office · Weinfelden, Switzerland
Bolton Global Capital is an independent wealth management firm headquartered in Bolton, Massachusetts, with additional offices in Miami, New York, and other key U.S. locations. Established in 1985, the company provides investment advisory, brokerage, and financial planning services to high-net-worth individuals, families, and institutions. Bolton Global is known for its open-architecture platform, allowing advisors access to a broad range of investment products and custodians. The firm has built a strong reputation for supporting independent financial advisors and has experienced significant growth in assets under management in recent years, particularly through recruiting established advisor teams from major wirehouses.
Business models
services
Customer segments
Enterprise, Consumer
Geography
US, LATAM, Worldwide
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Bolton Global Capital deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Bolton Global Capital alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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