FocusPoint Solutions

Business Services · Oregon, United States · 11-50 Employees

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Overview

Headquarters

3395 SW Garden View Ave, Portland, Orego...

Phone Number

(866) 201-3034

Revenue

$5.7 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About FocusPoint Solutions

FocusPoint Solutions specializes in RIA outsourcing and consulting services tailored for financial advisors. Their offerings include back and middle office support, financial advisor development programs, and compliance solutions, aimed at empowering advisors to focus on client relationships and business growth. They serve a diverse clientele, including breakaway advisors, existing RIAs, and hybrid RIAs, providing bespoke solutions to meet unique business needs. With nearly 15 years of experience, FocusPoint Solutions positions itself as a growth partner, helping advisors streamline operations and enhance their client experience.Explore more
FocusPoint Solutions's Social MediaPopular SearchesFocusPoint SolutionsFocusPoint Solutions IncFocus Point Solutions LLCFocuspoint Solutions LLCDocument AdvisorsSIC Code 87,874NAICS Code 54,541Show more

FocusPoint Solutions Org Chart

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CE
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President, Business Development & Marketing

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Chief Technology Officer

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MG
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Senior VP, Business Development & Consulting

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FocusPoint Solutions

$5.7M
11-50
Private
-
2002
CE
Christopher EastonPresident, Business Development & Marketing
$6.4M
11-50
Private
<$5M
2010
RM
Robert McCauleyChief Financial Officer
<$5M
11-50
Private
<$5M
2014
TS
Teresa SchaferChief Compliance Officer
<$5M
1-10
Private
-
1962
JW
James WolfsbergSenior Vice President
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

FocusPoint Solutions is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

FocusPoint Solutions is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about FocusPoint Solutions.

FocusPoint Solutions Tech Stack

A closer look at the technologies used by FocusPoint Solutions

Top Business Services Companies

Frequently Asked Questions Regarding FocusPoint Solutions

What is FocusPoint Solutions's official website?
FocusPoint Solutions's official website is www.focuspointsolutions.com
What is FocusPoint Solutions's Revenue?
FocusPoint Solutions's revenue is $5.7 Million
What is FocusPoint Solutions's SIC code?
FocusPoint Solutions's SIC: 87,874
What is FocusPoint Solutions's NAICS code?
FocusPoint Solutions's NAICS: 54,541
How many employees does FocusPoint Solutions have?
FocusPoint Solutions has 11-50 employees
What industry does FocusPoint Solutions belong to?
FocusPoint Solutions is in the industry of: Business Services, Project Management
What is FocusPoint Solutions competition?
FocusPoint Solutions top competitors include: Journey Capital Advisers, RPg Family Wealth Advisory, Eppolito Financial Strategies, Furlong Investment Solutions
What companies has FocusPoint Solutions acquired?
FocusPoint Solutions has acquired the companies: Manwaring Wealth Management, legacyfp.com, Dent Asset Management, AEGIS Financial
What technology does FocusPoint Solutions use?
Some of the popular technologies that FocusPoint Solutions uses are: WordPress.org, PHP, Cloudflare CDN, Barracuda Networks
Who is the CTO of FocusPoint Solutions?
FocusPoint Solutions's CTO is Chad Grooms
How do I contact FocusPoint Solutions?
FocusPoint Solutions contact info: Phone number: (866) 201-3034 Website: www.focuspointsolutions.com
What does FocusPoint Solutions do?

FocusPoint Solutions specializes in RIA outsourcing and consulting services tailored for financial advisors. Their offerings include back and middle office support, financial advisor development programs, and compliance solutions, aimed at empowering advisors to focus on client relationships and business growth. They serve a diverse clientele, incl... uding breakaway advisors, existing RIAs, and hybrid RIAs, providing bespoke solutions to meet unique business needs. With nearly 15 years of experience, FocusPoint Solutions positions itself as a growth partner, helping advisors streamline operations and enhance their client experience.Read More

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

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