Sunpointe Investments
Investment Management • 
Clayton, Missouri, United States • 11-20 Employees
Company overview
| Headquarters | 8301 Maryland Avenue, Suite 300, St Louis, MO 63105, US |
| Phone number | +18006373211 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Investment Management, Financial Services, Family Office, Investment Consulting, Wealth Management, Financial Advisor |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Key Contacts at Sunpointe Investments
Ryan Heidenreich
Managing Director, Private Wealth Advisor
Michael M. Pompian
Founder And Chief Investment Officer
Matt Zeigler
Managing Director & Private Wealth Advisor
Doug Nelson
Managing Director, Family Wealth Advisor
Robert H. Mooney
Managing Director
Jocelyn Hillis
Director Of Operations
Sunpointe Investments Email Formats
Sunpointe Investments uses 2 email formats. The most common is {first initial} (e.g., j@sunpointeinvestments.com), used 78.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sunpointeinvestments.com | 78.9% |
{first name} | john@sunpointeinvestments.com | 21.1% |
About Sunpointe Investments
Our mission is to help families connect financial decisions to their values, ensuring every generation is empowered, educated, and aligned. Whether saving for college, launching a new venture, or preparing heirs, we believe true wealth planning starts with purpose. Through multigenerational meetings, custom financial education, and intentional planning, we help your family articulate its vision, build unity, and take meaningful action together. Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.
Sunpointe Investments revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $150,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Sunpointe Investments has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Sunpointe Investments has never raised funding before.
Sunpointe Investments Tech Stack
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