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

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 MediaSIC Code 62,628NAICS Code 52,523Show more

BluePoint Financial Org Chart

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Director, Operations

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Compare Similar Companies to BluePoint Financial

Compare insights from companies similar to BluePoint Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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
$5.9M
11-50
Private
-
2008
TO
Tawnya OstigaardBusiness Operations Specialist
<$5M
1-10
Private
-
1970
RA
Rachele AndersonDirector, Operations
<$5M
1-10
Private
-
1997
BN
Brett NagleClient Service Associate
Illustration of an envelope

BluePoint Financial Tech Stack

A closer look at the technologies used by BluePoint Financial

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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, Atlantic Planning Group, Strategic Financial Concepts, CFH Financial Services
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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