TwinFocus
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
75 Park Plz Ste 2, Boston, Massachusetts...Phone Number
(617) 720-4500Website
www.twinfocus.comRevenue
$6.8 MillionIndustry
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
3
2
3
2
3
About TwinFocus
TwinFocus is a global multi-family office that specializes in family office management, investment services, direct investments, real estate advisory, mergers and acquisitions advisory, and responsible investing. The firm provides objective advice and customized solutions aimed at simplifying wealth management for successful business owners, C-suite executives, professional investors, and select institutions. Founded by twin brothers, TwinFocus emphasizes a family-oriented culture and is dedicated to serving clients with a focus on their needs and legacy. With over 10 billion in assets under advisement, TwinFocus is committed to helping families navigate generational wealth with discipline and discretion.Explore more
TwinFocus Org Chart
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TwinFocus is experiencing very low activity levels compared to other companies in the Finance sector.
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2020
Debt
$350K
TwinFocus Tech Stack
A closer look at the technologies used by TwinFocus
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Most Recent Scoops
New Hire
Executive Move
New Hire
Executive Move
TwinFocus has announced that David Daglio has joined the organization as Chief Investment Officer.
Open Position
Left Company
Executive Move
Michael Rennie, Partner & Managing Director of Technology, has recently left the organization.
Executive Moves, Left Company
Funding
TwinFocus News & Media
Former Mellon CIO's fledgling asset management firm acquired by $7B TwinFocus
David Daglio becomes CIO of the multifamily office.TwinFocus Appoints Former BNY Mellon CIO David Daglio as - GlobeNewswire
BOSTON, Oct. 17, 2023 (GLOBE NEWSWIRE) -- TwinFocus, the premier boutique multifamily office for global ultra-high-net-worth investors, entrepreneurs,...Caura Raises $4.2M in Seed Funding
Caura, a London, UK-based vehicle management platform, raised $4.2m in seed funding. The round was led by TwinFocus Capital Partners, with participation from InMotion Ventures (the CVC arm of Jaguar Land Rover), Road Ventures, Pareto Holdings and Quiet Capital, as well as Jon Oringer, founder of Shutterstock, Antony Sheriff, former CEO of McLaren Automotive, and […] The post Caura Raises $4.2M in Seed Funding appeared first on FinSMEs.TwinFocus Expands Global Family Office Solution with M&A and Real Estate Advisory Services
BOSTON--(BUSINESS WIRE)--TwinFocus announced the launch of formal merger and acquisition and real estate advisory services for its global ultra-high net worth client base.
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Frequently Asked Questions Regarding TwinFocus
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TwinFocus is a global multi-family office that specializes in family office management, investment services, direct investments, real estate advisory, mergers and acquisitions advisory, and responsible investing. The firm provides objective advice and customized solutions aimed at simplifying wealth management for successful business owners, C-suit... Read More
