Fieldpoint
Likely to Engage tag.Highly Engaged Employees

Banking · Connecticut, United States · 51-200 Employees

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Overview

Headquarters

3 Greenwich Office Park Ste 250, Greenwi...

Phone Number

(203) 413-9300

Website

www.fieldpointprivate.com

Revenue

$67.8 Million

Industry

Banking Finance Securities Trading

About Fieldpoint

Fieldpoint Private is a financial services firm providing confidential wealth planning and private banking solutions to individuals, families, businesses, and institutions. Established in 2008 and headquartered in Greenwich, Connecticut, the firm offers personalized financial guidance designed to address complex wealth management needs. Its services focus on private banking, investment management, wealth planning, and tailored financial strategies, supporting clients with a comprehensive and relationship-driven approach.Explore more
Fieldpoint's Social MediaSIC Code 60,602NAICS Code 52,522Show more

Fieldpoint Org Chart

TT
United States flag for contact location.
Timothy Tully

Chairman & Chief Executive Officer

PhoneEmail
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United States flag for contact location.
Nicholas Bertha

President, Fieldpoint Private Trust, LLC

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United States flag for contact location.

Chief Human Resources Officer

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Fieldpoint

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$34M
2008
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Timothy TullyChairman & CEO
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Richard SapersteinManaging Director, Principal, Chief Investment Officer
Illustration of an envelope

Fieldpoint Tech Stack

A closer look at the technologies used by Fieldpoint

Freshservice

By

Freshworks
Zingfit

By

Zingfit
DocuSign

By

DocuSign
WordPress.org

By

Automattic
See more technologies

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Frequently Asked Questions Regarding Fieldpoint

What is Fieldpoint's official website?
Fieldpoint's official website is www.fieldpointprivate.com What is Fieldpoint's Revenue?
Fieldpoint's revenue is $67.8 Million What is Fieldpoint's SIC code?
Fieldpoint's SIC: 60,602 What is Fieldpoint's NAICS code?
Fieldpoint's NAICS: 52,522 How many employees does Fieldpoint have?
Fieldpoint has 51-200 employees What industry does Fieldpoint belong to?
Fieldpoint is in the industry of: Banking, Finance, Securities Trading What is Fieldpoint competition?
Fieldpoint top competitors include: Welch & Forbes, Baker Boyer Bank, Community BT, Treasury Partners What technology does Fieldpoint use?
Some of the popular technologies that Fieldpoint uses are: Freshservice, Zingfit, DocuSign, WordPress.org How do I contact Fieldpoint?
Fieldpoint contact info: Phone number: (203) 413-9300 Website: www.fieldpointprivate.com What does Fieldpoint do?

Fieldpoint Private is a financial services firm providing confidential wealth planning and private banking solutions to individuals, families, businesses, and institutions. Established in 2008 and headquartered in Greenwich, Connecticut, the firm offers personalized financial guidance designed to address complex wealth management needs. Its service... s focus on private banking, investment management, wealth planning, and tailored financial strategies, supporting clients with a comprehensive and relationship-driven approach.Read More

 What are Fieldpoint social media links?
Fieldpoint Linkedin page Fieldpoint Twitter page Fieldpoint Facebook page Who invested in Fieldpoint?
Fieldpoint has 2 investors including Patriot Financial Partners and GCP Capital Partners. Is Fieldpoint a public company?
Fieldpoint is private company therefore does not currently have an official ticker symbol
See more information about Fieldpoint

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