StrategicPoint Investment Advisors Email Formats

Investment Management • Providence, Rhode Island, United States • 11-20 Employees

StrategicPoint Investment Advisors Email Formats

StrategicPoint Investment Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@strategicpoint.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@strategicpoint.com	100%

Key Contacts at StrategicPoint Investment Advisors

Kristina Mello

Senior Financial Advisor, Director Of Financial Planning

Laura Bard

Director Of Client Experience & Strategy

Richard Anzelone

Managing Director

Company overview

Headquarters	294 West Exchange Street, Providence, RI 02903, US
Phone number	+18005975974
Website	strategicpoint.com
NAICS	5231
SIC	628
Keywords	Investments, Financial Planning, Independent Wealth Management, Registered Investment Advisors
Founded	1989
Employees	11-20
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About StrategicPoint Investment Advisors

StrategicPoint is an independent wealth manager, focused on financial planning and investments.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite

Manager

Director

Employees by Department

StrategicPoint Investment Advisors has 8 employees across 6 departments.

Departments

Number of employees

Funding Data

StrategicPoint Investment Advisors has never raised funding before.

StrategicPoint Investment Advisors Tech Stack

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

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

SiteOrigin Page Builder

Page builders

WP Rocket

Caching

jQuery UI

JavaScript libraries

Tiny Slider

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

SiteOrigin Widgets Bundle

WordPress plugins

Genesis theme

WordPress themes

Frequently asked questions

StrategicPoint Investment Advisors is located in Providence, Rhode Island, US.

You can reach StrategicPoint Investment Advisors at +18005975974.

StrategicPoint Investment Advisors was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at StrategicPoint Investment Advisors

Kristina Mello

Senior Financial Advisor, Director Of Financial Planning

Laura Bard

Director Of Client Experience & Strategy

Richard Anzelone

Managing Director

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