William Blair Private Wealth Management
We empower colleagues, deliver client success, and engage in our communities—working continuously to promote, support, and grow the client-focused and exceptional professional culture of William Blair. Our teams and their clients have access to world-class resources, technology solutions, and deep intellectual research and thought leadership, bringing the very best of William Blair to their financial lives.
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
William Blair acted as financial advisor to ProfitSolv, a portfolio company of Lightyear Capital, in connection with their significant strategic investment co-led by FTV Capital and existing investor Lightyear Capital.
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