Farpointe Wealth Partners

Finance · 11-50 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
1
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1

About Farpointe Wealth Partners

Farpointe Wealth Partners is an exclusive advisor community built on a culture of collaboration and alignment. Farpointe's founders have decades of experience and the wisdom to listen first and then work with advisors to build an enduring and scalable business. Farpointe provides a superior advisor experience, along with the know-how and resources to create growth and drive enhanced value for you, your clients and your team. We are reinventing the advice profession in partnership with a select group of advisors who value trust, collaboration and meaningful relationships galvanized by a shared culture. Senior Wealth Managers offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 530 E. Southlake Blvd. Ste 160 Southlake TX 76092Explore more
Farpointe Wealth Partners's Social MediaPopular SearchesFarpointe Wealth Partners LLCFarpointe Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Farpointe Wealth Partners Org Chart

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CD

Senior Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Farpointe Wealth Partners

<$5M
11-50
Private
-
2022
CD
Christopher DorffSenior Manager, Wealth
$6.1M
1-10
Private
-
2006
<$5M
1-10
Private
-
-
MW
Megan WardFounder & Financial Planner
<$5M
1-10
Private
-
-
LC
Leah CookChief Operating Officer
<$5M
1-10
Private
-
-
DB
Donna BuyzeDirector, Investment Operations & Research
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Farpointe Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Farpointe Wealth Partners Tech Stack

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Farpointe Wealth Partners News & Media

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Frequently Asked Questions Regarding Farpointe Wealth Partners

What is Farpointe Wealth Partners's official website?
Farpointe Wealth Partners's official website is www.farpointewealth.com
What is Farpointe Wealth Partners's Revenue?
Farpointe Wealth Partners's revenue is <$5 Million
What is Farpointe Wealth Partners's SIC code?
Farpointe Wealth Partners's SIC: 62,628
What is Farpointe Wealth Partners's NAICS code?
Farpointe Wealth Partners's NAICS: 52,523
How many employees does Farpointe Wealth Partners have?
Farpointe Wealth Partners has 11-50 employees
What industry does Farpointe Wealth Partners belong to?
Farpointe Wealth Partners is in the industry of: Finance, Securities Trading
What is Farpointe Wealth Partners competition?
Farpointe Wealth Partners top competitors include: Allen-Kramp Wealth Management, MW Financial & Insurance Solutions, The Holben Group, Dédé Wealth Management
What technology does Farpointe Wealth Partners use?
Some of the popular technologies that Farpointe Wealth Partners uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
What does Farpointe Wealth Partners do?

Farpointe Wealth Partners is an exclusive advisor community built on a culture of collaboration and alignment. Farpointe's founders have decades of experience and the wisdom to listen first and then work with advisors to build an enduring and scalable business. Farpointe provides a superior advisor experience, along with the know-how and resources... to create growth and drive enhanced value for you, your clients and your team. We are reinventing the advice profession in partnership with a select group of advisors who value trust, collaboration and meaningful relationships galvanized by a shared culture. Senior Wealth Managers offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 530 E. Southlake Blvd. Ste 160 Southlake TX 76092Read More

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

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