Peak Financial Management, Inc.
Peak Financial Management, Inc. is a multi-family office headquartered in Wellesley, United States.

Peak Financial Management, Inc.
Peak Financial Management, Inc. is a multi-family office headquartered in Wellesley, United States. Founded in 1991, the firm manages portfolios for affluent families and institutions, providing investment management, financial planning, estate and tax coordination, risk oversight, philanthropic advice, and next-generation education through a fee-based registered investment adviser structure—delivers integrated wealth planning and investment advisory services.
General information
Firm type
Multi Family Office
Year founded
1991
AUM
—
Location
Region
North America
Country
—
City
Wellesley
Corporate office
02481, Wellesley, Massachusetts, US, 20 William Street, Suite 135
Frequently asked questions
What is Peak Financial Management, Inc.?
Peak Financial Management, Inc. is a multi family office headquartered in Wellesley.
When was Peak Financial Management, Inc. founded?
Peak Financial Management, Inc. was founded in 1991.
Where is Peak Financial Management, Inc. headquartered?
Peak Financial Management, Inc. is headquartered in Wellesley, in the North America region.
How many professionals work at Peak Financial Management, Inc.?
Altss tracks approximately 9 professionals associated with Peak Financial Management, Inc..
What does Altss track for Peak Financial Management, Inc.?
Altss maintains an OSINT-verified profile of Peak Financial Management, Inc. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Peak Financial Management, Inc.'s website?
Peak Financial Management, Inc.'s public website is www.peak-financial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Peak Financial Management, Inc.?
Peak Financial Management, Inc. is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Peak Financial Management, Inc.?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Peak Financial Management, Inc.?
Peak Financial Management, Inc.'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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