Welch & Forbes is a wealth manager based in Boston, United States, founded in 1838. Verified contact details, AUM data, and investment preferences on FindLPs.
Welch & Forbes in Boston provides customized investment management, wealth management, trustee, tax, and estate services.
Investment types: Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General)
Sectors & themes: Diversified
Preferred geographies: North America
Location: 45 School Street 5th Floor
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.