Centerpoint Advisors

Investment Management • Needham, Massachusetts, United States • 11-20 Employees

Company overview

Headquarters	175 Highland Avenue, Suite 302, Needham, MA 02494, US
Phone number	+17814001748
Website	centerpointadvisors.net
NAICS	5231
SIC	628
Keywords	Financial Services, Wealth Accumulation, Financial Planning, Investment Management, Divorce Financial Analysis, Inter-Generational Wealth Transfer
Founded	2005
Employees	11-20
Socials

Key Contacts at Centerpoint Advisors

Ashley Agnew

Senior Wealth Advisor, Director Of Financial Wellness

Olga Poltoratskaya Okaty

Principal & Director Of Financial Planning

John Wolfsberg

Principal / Director Of Fixed Income

Centerpoint Advisors Email Formats

Centerpoint Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@centerpointadvisors.net), used 71.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@centerpointadvisors.net	71.4%
{first initial}	j@centerpointadvisors.net	14.3%
{first name}	john@centerpointadvisors.net	7.1%
{last name}{last name}	doedoe@centerpointadvisors.net	7.1%

About Centerpoint Advisors

Customized Services Centerpoint provides a range of investment management and wealth advisory services to individuals, families, small businesses, and non-profit institutions, helping clients to achieve financial clarity and comfort. We focus primarily on wealth accumulation, portfolio management, and financial planning, but also have trusted networks to coordinate tax and estate planning, ongoing bill pay services, insurance audits, and counseling, among other family office services. We are dedicated to providing our clients with the guidance and understanding needed to achieve financial independence and peace of mind in all aspects of their lives. Meaningful Relationships Advanced digital capabilities and top of the line web based experiences allow us to effectively communicate locally, nationally, or internationally. Our strong commitment to individual service is at the very heart of what we do. Our clients receive the attention, communication, and transparency they deserve regardless of their location. They enjoy direct access to our entire team as we adhere to a collaborative relationship in all aspects of financial goal planning and strategic investment management. Independent Solutions Centerpoint maintains an independent open investment platform, providing clients with a full range of investment options and allowing portfolio construction tailored to meet your specific needs. This also means you will always have complete transparency in all of your reporting and your fee structure. With Centerpoint you will also have the option to take advantage of aggregated reporting and document storage through the MyCenter portal. Furthermore, you will not have to worry about conflicts of interest with our independent model. Centerpoint Advisors, LLC is an independent registered investment advisor directly registered with and regulated by the Securities and Exchange Commission. Fidelity Investments provides clearing and custody services to Centerpoint Advisors.

Centerpoint Advisors revenue & valuation

Annual revenue	$6,955,849
Revenue per employee	$633,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$22,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Director

Entry

Employees by Department

Centerpoint Advisors has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Centerpoint Advisors has never raised funding before.

Centerpoint Advisors Tech Stack

Discover the technologies and tools that power Centerpoint Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

WP Rocket

Caching

jQuery Mobile

Mobile frameworks

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

LiteSpeed

Web servers

HTTP/3

Miscellaneous

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

Frequently asked questions

Centerpoint Advisors is located in Needham, Massachusetts, US.

You can reach Centerpoint Advisors at +17814001748.

Centerpoint Advisors was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Centerpoint Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.