Single Point Partners
Likely to Engage tag.Highly Engaged Employees

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

277 Dartmouth St Ste 4, Boston, Massachu...

Phone Number

(617) 600-0510

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
1
1

About Single Point Partners

Single Point Partners is a fee-only financial planning firm based in Boston, MA, designed for families seeking comprehensive financial life management. The firm emphasizes the importance of ongoing financial planning rather than a static financial plan, providing personalized services through their Wealth Logistics program. Their flat fee structure ensures transparency and alignment of interests, allowing clients to make informed decisions without worrying about advisor incentives. The company focuses on helping clients organize and manage their entire balance sheet for better financial outcomes.Explore more
Single Point Partners's Social MediaPopular SearchesSingle Point Partners LLCSingle Point PartnersSingle Point Management LLCSinglePoint PartnersSingle Point Insurance LLCSIC Code 62,628NAICS Code 52,523Show more

Single Point Partners Org Chart

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ML
United States flag for contact location.

Chief Financial Officer, Personal

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United States flag for contact location.

Chief Financial Officer, Personal

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United States flag for contact location.

Chief Financial Officer, Personal

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United States flag for contact location.

Chief Financial Officer, Personal

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United States flag for contact location.

Chief Financial Officer, Personal

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United States flag for contact location.

Chief Financial Officer, Personal

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MH
United States flag for contact location.

Chief Financial Officer, Personal

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MD
United States flag for contact location.

Chief Financial Officer, Personal

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RJ
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Partner and Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Single Point Partners

<$5M
1-10
Private
-
2012
ML
Michelle LumChief Financial Officer, Personal
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Single Point Partners Tech Stack

A closer look at the technologies used by Single Point Partners

Top Finance Companies

Frequently Asked Questions Regarding Single Point Partners

What is Single Point Partners's official website?
Single Point Partners's official website is www.spcfo.com
What is Single Point Partners's Revenue?
Single Point Partners's revenue is <$5 Million
What is Single Point Partners's SIC code?
Single Point Partners's SIC: 62,628
What is Single Point Partners's NAICS code?
Single Point Partners's NAICS: 52,523
How many employees does Single Point Partners have?
Single Point Partners has 1-10 employees
What industry does Single Point Partners belong to?
Single Point Partners is in the industry of: Finance, Securities Trading
What is Single Point Partners competition?
Single Point Partners top competitors include: Stockade Wealth Management, Pillar Wealth Management, Purtill Financial, Focus Financial Network
What technology does Single Point Partners use?
Some of the popular technologies that Single Point Partners uses are: WordPress.org, PHP, Proofpoint, Google Cloud Web Serving
Who is the CFO of Single Point Partners?
Single Point Partners's CFO is Michelle Lum
How do I contact Single Point Partners?
Single Point Partners contact info: Phone number: (617) 600-0510 Website: www.spcfo.com
What does Single Point Partners do?

Single Point Partners is a fee-only financial planning firm based in Boston, MA, designed for families seeking comprehensive financial life management. The firm emphasizes the importance of ongoing financial planning rather than a static financial plan, providing personalized services through their Wealth Logistics program. Their flat fee structure... ensures transparency and alignment of interests, allowing clients to make informed decisions without worrying about advisor incentives. The company focuses on helping clients organize and manage their entire balance sheet for better financial outcomes.Read More

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

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