FOCUS FINANCIAL PARTNERS
Focus Financial Partners is a partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives.
FOCUS FINANCIAL PARTNERS
Industry:
Finance Financial Services
Founded:
2006-01-01
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.focusfinancialpartners.com
Total Employee:
501+
Status:
Active
Contact:
646.519.2456
Total Funding:
85 M USD
Technology used in webpage:
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Current Advisors List
Current Employees Featured
Founder
Stock Details
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-11-30 | Alley Company | Alley Company acquired by Focus Financial Partners | 585 M USD |
| 2021-10-07 | Ullmann Wealth Partners | Ullmann Wealth Partners acquired by Focus Financial Partners | N/A |
| 2021-09-16 | Cardinal Point Wealth Management | Cardinal Point Wealth Management acquired by Focus Financial Partners | N/A |
| 2021-07-01 | Sonora Investment Management | Sonora Investment Management acquired by Focus Financial Partners | N/A |
| 2021-06-28 | Badgley Phelps | Badgley Phelps acquired by Focus Financial Partners | N/A |
| 2021-06-01 | ARS Wealth Advisors | ARS Wealth Advisors acquired by Focus Financial Partners | N/A |
| 2021-03-01 | Rollins Financial | Rollins Financial acquired by Focus Financial Partners | N/A |
| 2021-02-25 | Prairie Capital | Prairie Capital acquired by Focus Financial Partners | N/A |
| 2021-01-15 | Hill Investment Group | Hill Investment Group acquired by Focus Financial Partners | N/A |
Investors List
Summit Partners
Summit Partners investment in Venture Round - Focus Financial Partners
Polaris Partners
Polaris Partners investment in Venture Round - Focus Financial Partners
Summit Partners
Summit Partners investment in Private Equity Round - Focus Financial Partners
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2020-12-01 | Kavar Capital Partners | Focus Financial Partners investment in Corporate Round - Kavar Capital Partners | N/A |
| 2018-06-19 | SmartAsset | Focus Financial Partners investment in Series C - SmartAsset | 28 M USD |
Official Site Inspections
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