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OnePoint BFG Wealth Partners

OnePoint BFG Wealth Partners

Financial Services300 Kimball Drive, Suite 310, United States101-200 Employees

Company overview

Headquarters300 Kimball Drive, Suite 310, Parsippany, New Jersey 07054, US
Phone number+19735754180
Websites
NAICS52
Keywords
Risk Management, Insurance Planning, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Financial Wellness
Founded1984
Employees101-200
Socials

OnePoint BFG Wealth Partners Email Formats

OnePoint BFG Wealth Partners uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@bleakley.com), used 69.1% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@bleakley.com
69.1%
{first name}.{last name}
john.doe@bleakley.com
27.8%
{first initial}.{last name}
j.doe@bleakley.com
2.1%
{last name}.{last name}
doe.doe@bleakley.com
1%

About OnePoint BFG Wealth Partners

Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint. We exist for a single, clear purpose, which is to truly understand what matters most to you and then deliver on it. At the heart of everything we do are the genuinely personal connections to our clients—they’re the foundation of our firm and the anchor for every service we provide. OnePoint advisors are known for forging personal and lifelong relationships that extend far beyond money and portfolio management. In fact, they become the first call for many of life’s important decisions. When clients are ready to take their wealth, and their life, to the next level, we are the one point of contact to help them get there. Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.

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OnePoint BFG Wealth Partners revenue & valuation

Annual revenue$15,100,000
Revenue per employee$86,000
Estimated valuation?$48,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Manager
Partner

Employees by Department

OnePoint BFG Wealth Partners has 97 employees across 10 departments.

Departments

Number of employees

Funding Data

Explore OnePoint BFG Wealth Partners's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2024-09-2011N/A

Funding Insights

1

Number of funding rounds

Frequently asked questions

OnePoint BFG Wealth Partners is located in 300 Kimball Drive, Suite 310, US.
You can reach OnePoint BFG Wealth Partners at +19735754180.
OnePoint BFG Wealth Partners was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.
OnePoint BFG Wealth Partners has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at OnePoint BFG Wealth Partners

Kyle Wesley

Chief Technology Officer

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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