High Point Capital Group

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

1200 N Mayfair Rd Ste 300, Milwaukee, Wi...

Phone Number

(414) 253-4600

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About High Point Capital Group

High Point Capital Group is a financial advisory firm based in Wisconsin that specializes in personalized financial planning, wealth management, and retirement strategies for both individuals and businesses. Their services include investment management, estate planning, insurance solutions, and corporate education aimed at enhancing financial literacy. The firm is dedicated to creating tailored financial plans that align with each client's unique goals and circumstances. With multiple office locations across Wisconsin, they strive to empower clients to navigate their financial journeys with confidence.Explore more
High Point Capital Group's Social MediaPopular SearchesHigh Point Capital GroupHigh Point Capital LLCHigh Point Capital Group IncHigh Pointe Investment Group LLCThe High Point Group IncSIC Code 62,628NAICS Code 52,523Show more

High Point Capital Group Org Chart

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Compare Similar Companies to High Point Capital Group

Compare insights from companies similar to High Point Capital Group, 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

High Point Capital Group

<$5M
11-50
Private
-
2017
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
-
SB
Stephen BonczekFinancial Advisor
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2009
SA
Steven AberblattFinancial Planner & Tax Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

High Point Capital Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

High Point Capital Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about High Point Capital Group.

High Point Capital Group Tech Stack

A closer look at the technologies used by High Point Capital Group

Most Recent Scoops

Project
, according to a mid-level source in financial planning, is planning to begin initiatives related to financial processes automation within three months. The organization is currently evaluating various vendors. High Point Capital Group will be increasing funding and is expected to increase permanent employee workforce to support these efforts.
Spending/Investment, Automation, Financial Planning, Financial Systems, Finance, Financial Strategy
Pain Point
Project
, according to a mid-level source in financial planning, is planning to remediate challenges related to commission accounting and management systems. The organization is currently evaluating SAP Commissions.
Pain Point, Accounting, Financial Planning, Billing & Invoice, Financial Systems, Financial Reporting, Business Finance, Finance, Financial Strategy
Pain Point
Project
, according to a mid-level source in financial planning, is planning to remediate challenges related to debt and equity. The organization is currently evaluating Shareworks by Morgan Stanley. The organization will focus on measuring the debt to equity ratio to support these efforts.
Pain Point, Financial Planning, Compensation & Benefits, Employee Relations, Workforce Management, Business Finance, Finance, Financial Strategy, Financing & Debt
Project
, according to a mid-level source in financial planning, has completed initiatives related to workforce planning within the last twelve months.
Financial Planning, Employee Relations, Workforce Management, Finance, Financial Strategy, HR Operations
Project
CRM, Financial Planning, Finance, Financial Strategy
See more scoops

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Frequently Asked Questions Regarding High Point Capital Group

What is High Point Capital Group's official website?
High Point Capital Group's official website is www.highpointcapitalgroup.com
What is High Point Capital Group's Revenue?
High Point Capital Group's revenue is <$5 Million
What is High Point Capital Group's SIC code?
High Point Capital Group's SIC: 62,628
What is High Point Capital Group's NAICS code?
High Point Capital Group's NAICS: 52,523
How many employees does High Point Capital Group have?
High Point Capital Group has 11-50 employees
What industry does High Point Capital Group belong to?
High Point Capital Group is in the industry of: Finance, Insurance, Securities Trading
What is High Point Capital Group competition?
High Point Capital Group top competitors include: Vinson Financial Group, Steven Aberblatt, Bonczek Financial, Nobile Hinchey Private Wealth Management
What technology does High Point Capital Group use?
Some of the popular technologies that High Point Capital Group uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, GoDaddy DNS
How do I contact High Point Capital Group?
High Point Capital Group contact info: Phone number: (414) 253-4600 Website: www.highpointcapitalgroup.com
What does High Point Capital Group do?

High Point Capital Group is a financial advisory firm based in Wisconsin that specializes in personalized financial planning, wealth management, and retirement strategies for both individuals and businesses. Their services include investment management, estate planning, insurance solutions, and corporate education aimed at enhancing financial liter... acy. The firm is dedicated to creating tailored financial plans that align with each client's unique goals and circumstances. With multiple office locations across Wisconsin, they strive to empower clients to navigate their financial journeys with confidence.Read More

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

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