FocusPoint Solutions Revenue
Financial Services • 
West Slope, Oregon, United States • 21-50 Employees
FocusPoint Solutions revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $600,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Key Contacts at FocusPoint Solutions
Evan Kellenberger
Vice President Director Of Advisor Development
Elizabeth Orozco
Director Of Marketing
Company overview
| Headquarters | 3395 SW Garden View Ave, Portland, Oregon 97225, US |
| Phone number | +18662013034 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisors, Financial Services, Investment Management, Fintech, Back-Office Solutions, Advisor Marketing, Advisor Transitions, Ria Back-Office Solutions, Ria Practice Development |
| Founded | 2003 |
| Employees | 21-50 |
| Socials |
FocusPoint Solutions Email Formats
FocusPoint Solutions uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@focuspointsolutions.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@focuspointsolutions.com | 63.6% |
{first name}{last name} | johndoe@focuspointsolutions.com | 36.4% |
About FocusPoint Solutions
For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back-office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further. FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs: An experienced back/middle office services team = CLIENT SATISFACTION A robust practice development program = BUSINESS GROWTH Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons, or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
FocusPoint Solutions has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
FocusPoint Solutions has never raised funding before.
FocusPoint Solutions Tech Stack
Discover the technologies and tools that power FocusPoint Solutions's digital infrastructure, from frameworks to analytics platforms.
Security
Affiliate programs
Caching
Form builders
WordPress plugins
Analytics
Maps
JavaScript libraries
CDN
Marketing automation
JavaScript libraries
Programming languages
France
Poland
India
BelgiumFrequently asked questions
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