WhaleRock Point Partners
Financial Services • 
Providence, Rhode Island, United States • 1-10 Employees
Company overview
| Headquarters | One Turks Head Place, Suite 1400, Providence, RI 02903, US |
| Phone number | +14012287799 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Solutions, 3(38) Investment Manager, Endowment And Foundation Consulting, Family Council Planning And Structure, Outsourced Cio Solutions, Portfolio Construction And Asset Allocation |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contact at WhaleRock Point Partners
Tyson C. Reed
Partner/President/COO
WhaleRock Point Partners Email Formats
WhaleRock Point Partners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wrpoint.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wrpoint.com | 100% |
About WhaleRock Point Partners
WhaleRock Point Partners, LLC, is a SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. The firm provides customized investment advice, asset allocation strategies, and portfolio recommendations to families, endowments, foundations and institutional investors. Founded on fiduciary principles, WhaleRock lends predictability to clients' financial lives through a rules-based investment process, delivered with attentive service. With a policy tailored to each client, our ultimate goal is to achieve wealth preservation and accumulation over generations. Our team of investment professionals has an average of 26 years experience providing financial advice and counsel through both bull and bear markets. Since 2006, we have been helping high net worth families achieve their wealth management goals, and we currently manage and consult on over $600 million in assets.
WhaleRock Point Partners revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
WhaleRock Point Partners has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
WhaleRock Point Partners has never raised funding before.
WhaleRock Point Partners Tech Stack
Discover the technologies and tools that power WhaleRock Point Partners's digital infrastructure, from frameworks to analytics platforms.
CDN
Font scripts
JavaScript libraries
JavaScript libraries
Security
Ecommerce
JavaScript frameworks
Security
Miscellaneous
JavaScript libraries
JavaScript libraries
JavaScript libraries
Canada
Italy
Frequently asked questions
4.8
40,000 users
