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SagePoint Financial

SagePoint Financial Revenue

Financial ServicesFlag of USPhoenix, Arizona, United States101-200 Employees

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SagePoint Financial revenue & valuation

Annual revenue$87,000,000
Revenue per employee$515,000
Estimated valuation?$278,400,000
Total fundingNo funding

Key Contacts at SagePoint Financial

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Robin Widmer

Regional Supervision Director

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Saeed Zarkharidi

Director

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Eric R. Stohl

Owner

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Michael Maslanka

Regional Supervision Director

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Scott Downs

Managing Director

Company overview

HeadquartersSuite 2100, 2800 N. Central Avenue, Phoenix, AZ 85004, US
Phone number+18664624432
Website
NAICS52
Keywords
Independent Financial Advisor Broker/Dealer
Employees101-200
Socials

SagePoint Financial Email Formats

SagePoint Financial uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@sagepointadvisor.com), used 87.2% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@sagepointadvisor.com
87.2%
{first name}.{last name}
john.doe@sagepointadvisor.com
6.4%
{first name}
john@sagepointadvisor.com
4.3%
{last name}
doe@sagepointadvisor.com
2.1%

About SagePoint Financial

In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Manager
Vice President

Employees by Department

SagePoint Financial has 88 employees across 9 departments.

Departments

Number of employees

Funding Data

SagePoint Financial has never raised funding before.

SagePoint Financial Tech Stack

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

reCAPTCHA

reCAPTCHA

Security

Eloqua

Eloqua

Marketing automation

Node.js

Node.js

Programming languages

Nuxt.js

Nuxt.js

JavaScript frameworks

Netlify

Netlify

CDN

HSTS

HSTS

Security

Linkedin Insight Tag

Linkedin Insight Tag

Analytics

Adobe Fonts

Adobe Fonts

Font scripts

Headless UI

Headless UI

UI frameworks

Next.js

Next.js

JavaScript frameworks

Priority Hints

Priority Hints

Performance

Linkedin Ads

Linkedin Ads

Advertising

Frequently asked questions

SagePoint Financial is located in Phoenix, Arizona, US.
You can reach SagePoint Financial at +18664624432.
SagePoint Financial generates an estimated annual revenue of $87,000,000. This revenue figure reflects the company's market position and business performance in its industry.
SagePoint Financial has an estimated valuation of $278,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
SagePoint Financial has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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