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WhaleRock Point Partners
Finance · Rhode Island, United States · 1-10 Employees
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Overview
Headquarters
1 Turks Head Pl Ste 1400, Providence, Rh...Phone Number
(401) 228-7799Website
www.wrpoint.comRevenue
<$5 MillionIndustry
About WhaleRock Point Partners
WhaleRock is a financial advisory firm that specializes in advising, protecting, and investing the assets of families, endowments, foundations, and institutional investors. The company offers customized investment advice and asset allocation modeling, focusing on both strategic and tactical positioning within client portfolios. Their mission is to provide predictability and build tailored investment portfolios that align with clients' unique goals, emphasizing growth and wealth preservation for generational asset transfer. With a history rooted in guiding mariners, WhaleRock continues to serve as a beacon of safety in the financial landscape.Explore more
WhaleRock Point Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
WhaleRock Point Partners
<$5M
1-10
Private
-
2006
Tyson ReedPartner and President and Chief Operating Officer
WhaleRock Point Partners Tech Stack
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Frequently Asked Questions Regarding WhaleRock Point Partners
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WhaleRock is a financial advisory firm that specializes in advising, protecting, and investing the assets of families, endowments, foundations, and institutional investors. The company offers customized investment advice and asset allocation modeling, focusing on both strategic and tactical positioning within client portfolios. Their mission is to... Read More
