


SagePoint Financial Revenue
Financial Services • Phoenix, Arizona, United States • 101-200 Employees
SagePoint Financial revenue & valuation
| Annual revenue | $87,000,000 |
| Revenue per employee | $515,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $278,400,000 |
| Total funding | No funding |
Key Contacts at SagePoint Financial
Robin Widmer
Regional Supervision Director
Saeed Zarkharidi
Director
Eric R. Stohl
Owner
Michael Maslanka
Regional Supervision Director
Scott Downs
Managing Director
Company overview
| Headquarters | Suite 2100, 2800 N. Central Avenue, Phoenix, AZ 85004, US |
| Phone number | +18664624432 |
| Website | |
| NAICS | 52 |
| Keywords | Independent Financial Advisor Broker/Dealer |
| Employees | 101-200 |
| 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.
| Format | Example | Percentage |
|---|---|---|
{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
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.
Security
Marketing automation
Programming languages
JavaScript frameworks
CDN
Security
Analytics
Font scripts
UI frameworks
JavaScript frameworks
Performance
Advertising
Frequently asked questions
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