Viewpoint Partners

Holding Companies & Conglomerates · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

1330 Saint Marys St Ste 400, Raleigh, No...

Phone Number

(919) 706-4100

Revenue

<$5 Million

Industry

Holding Companies & Conglomerates Software Business Services Financial Software Project Management
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Viewpoint Partners

At ViewPoint Partners, were all about technology, relationships, and client service. Through the company's companies, Fairview and FilePoint, the company excel in utilizing regulatory technology to provide services that help the company's investment adviser and investment company clients fulfill the ever-changing compliance, regulatory, and reporting requirements that come along with the financial services industry. ViewPoint Partners shared operations team advances Fairview and FilePoints mission by enabling each business to spend more time focusing on providing clients with exceptional service and tailored solutions.Explore more
Viewpoint Partners's Social MediaPopular SearchesViewPoint PartnersViewPoint Partners LLCSIC Code 67,671NAICS Code 55,551Show more

Viewpoint Partners Org Chart

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Director, Human Resources

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Viewpoint Partners

<$5M
11-50
Private
-
-
MS
Marsha SeymourDirector, Human Resources
$6M
11-50
Private
<$5M
1995
Manuel Rosado, President at Spectrum Investment Advisors
Manuel RosadoPresident
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
1-10
Private
<$5M
2009
Gerard Imhoff, President at Gateway Advisory
Gerard ImhoffPresident
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Holding Companies & Conglomerates companies

Low Activity

High Activity

Activity Insights

Viewpoint Partners is experiencing very low activity levels compared to other companies in the Holding Companies & Conglomerates sector.

What does this means?

Viewpoint Partners is drawing exceptional interest within the Holding Companies & Conglomerates industry, suggesting notable developments or strong market momentum, learn more about Viewpoint Partners.

Viewpoint Partners Tech Stack

A closer look at the technologies used by Viewpoint Partners

Viewpoint Partners News & Media

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Frequently Asked Questions Regarding Viewpoint Partners

What is Viewpoint Partners's official website?
Viewpoint Partners's official website is www.viewpointpartners.co
What is Viewpoint Partners's Revenue?
Viewpoint Partners's revenue is <$5 Million
What is Viewpoint Partners's SIC code?
Viewpoint Partners's SIC: 67,671
What is Viewpoint Partners's NAICS code?
Viewpoint Partners's NAICS: 55,551
How many employees does Viewpoint Partners have?
Viewpoint Partners has 11-50 employees
What industry does Viewpoint Partners belong to?
Viewpoint Partners is in the industry of: Holding Companies & Conglomerates, Software, Business Services
What is Viewpoint Partners competition?
Viewpoint Partners top competitors include: Conrad Capital Management, Apollo Wealth Advisors, Spectrum Investment Advisors, Holliger Financial Consultants
What technology does Viewpoint Partners use?
Some of the popular technologies that Viewpoint Partners uses are: goo.gl, WordPress.org, PHP, Vimeo
How do I contact Viewpoint Partners?
Viewpoint Partners contact info: Phone number: (919) 706-4100 Website: www.viewpointpartners.co
What does Viewpoint Partners do?

At ViewPoint Partners, were all about technology, relationships, and client service. Through the company's companies, Fairview and FilePoint, the company excel in utilizing regulatory technology to provide services that help the company's investment adviser and investment company clients fulfill the ever-changing compliance, regulatory, and reporti... ng requirements that come along with the financial services industry. ViewPoint Partners shared operations team advances Fairview and FilePoints mission by enabling each business to spend more time focusing on providing clients with exceptional service and tailored solutions.Read More

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

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