BluePoint Financial

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

6901 Rockledge Dr Ste 710, Bethesda, Mar...

Phone Number

(301) 214-6790

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About BluePoint Financial

BLUEPOINT FINANCIAL, LLC is a financial services firm based in Bethesda, MD, specializing in customized wealth planning, investment management, and insurance solutions. The company aims to guide clients through their financial journeys by providing tailored plans that align with individual goals and values. Their services cater to a diverse clientele, including individuals and businesses seeking comprehensive financial strategies. With a commitment to collaboration and personalized service, BLUEPOINT FINANCIAL strives to simplify the complexities of wealth management for their clients.Explore more
BluePoint Financial's Social MediaPopular SearchesBluepoint Financial LLCBluePoint FinancialBlue Point FinancialKyami ClarkeSchaefer Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

BluePoint Financial Org Chart

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Director, Operations

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BluePoint Financial

<$5M
11-50
Private
<$5M
2012
EM
Elizabeth MyersDirector, Operations
$8.1M
11-50
Private
-
2015
KM
Karan MurugesuFounder & CEO
$6.9M
11-50
Private
-
2004
ML
Mary Liden-KappRetirement Benefits Specialist
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
<$5M
1-10
Private
-
1970
RA
Rachele AndersonDirector, Operations
<$5M
1-10
Private
-
-
AT
Angela TimponeOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BluePoint Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BluePoint Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BluePoint Financial.

BluePoint Financial financials insights

Gather financial insights about BluePoint Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$48K

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BluePoint Financial Tech Stack

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BluePoint Financial News & Media

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Frequently Asked Questions Regarding BluePoint Financial

What is BluePoint Financial's official website?
BluePoint Financial's official website is www.bluepoint1.com
What is BluePoint Financial's Revenue?
BluePoint Financial's revenue is <$5 Million
What is BluePoint Financial's SIC code?
BluePoint Financial's SIC: 62,628
What is BluePoint Financial's NAICS code?
BluePoint Financial's NAICS: 52,523
How many employees does BluePoint Financial have?
BluePoint Financial has 11-50 employees
What industry does BluePoint Financial belong to?
BluePoint Financial is in the industry of: Finance, Securities Trading
What is BluePoint Financial competition?
BluePoint Financial top competitors include: Ameriwealth Financial Group, Empire Financial Partners, Seidman Private Advisors, Atlantic Planning Group
What technology does BluePoint Financial use?
Some of the popular technologies that BluePoint Financial uses are: MailChimp, Proofpoint, Microsoft Azure, YouTube
How do I contact BluePoint Financial?
BluePoint Financial contact info: Phone number: (301) 214-6790 Website: www.bluepoint1.com
What does BluePoint Financial do?

BLUEPOINT FINANCIAL, LLC is a financial services firm based in Bethesda, MD, specializing in customized wealth planning, investment management, and insurance solutions. The company aims to guide clients through their financial journeys by providing tailored plans that align with individual goals and values. Their services cater to a diverse cliente... le, including individuals and businesses seeking comprehensive financial strategies. With a commitment to collaboration and personalized service, BLUEPOINT FINANCIAL strives to simplify the complexities of wealth management for their clients.Read More

What are BluePoint Financial social media links?
BluePoint Financial Linkedin page BluePoint Financial Twitter page
Is BluePoint Financial a public company?
BluePoint Financial is private company therefore does not currently have an official ticker symbol
See more information about BluePoint Financial

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