Fieldpoint Private Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Fieldpoint Private's estimated annual revenue is currently $23.9M per year.(i)
  • Fieldpoint Private's estimated revenue per employee is $210,000

Employee Data

  • Fieldpoint Private has 114 Employees.(i)
  • Fieldpoint Private grew their employee count by -5% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$8.2M49-11%N/AN/A
#2
$952.6M32406%N/AN/A
#3
$5.7M3421%N/AN/A
#4
$7.7M460%N/AN/A
#5
$10M530%N/AN/A
#6
$53.1M4550%$130.9MN/A
#7
$22.5M1070%N/AN/A
#8
$21.2M1013%N/AN/A
#9
$0.2M8-27%$1MN/A
#10
$22.7M1080%$1.4BN/A
Add Company

We are a boutique private bank and wealth advisory firm established in the early days of the financial crisis by 31 individuals including former Chairman and CEOs of some of the most well known and successful financial and consumer firms in America. Their intent was not to craft a firm that would emulate the large, established institutions, but to serve as an alternative.

keywords:N/A

N/A

Total Funding

114

Number of Employees

$23.9M

Revenue (est)

-5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Fieldpoint Private's People

NameTitleEmail/Phone
1
Processor/CloserReveal Email/Phone
2
Director Advisory Banking ServicesReveal Email/Phone
3
Loan Servicing SpecialistReveal Email/Phone
4
Chief Digital Officer (CDO)Reveal Email/Phone
5
Managing Director, Sr. Commercial BankerReveal Email/Phone
6
N/AReveal Email/Phone
7
Managing DirectorReveal Email/Phone
8
Chief Financial OfficerReveal Email/Phone
9
BSA/AML Senior Manager Customer Risk UnitReveal Email/Phone
10
VP, Digital Integration ManagerReveal Email/Phone

Fieldpoint Private News

2022-04-06 - Merchant and Summit call off Fieldpoint Private deal

Advisors left Fieldpoint after the deal was revealed. Merchant Investment Management and Summit Financial have called off their deal to acquire...

2022-03-30 - Summit Financial's Deal for Fieldpoint Advisory Unit is Called Off ...

“We engaged in conversations with Summit when we made the decision to reposition Fieldpoint as a private banking solution for independent...

2022-03-30 - Rockefeller Scoops up $6-Mln Fieldpoint Private Team in CT

Another large team has exited Greenwich, Connecticut-based Fieldpoint Private Securities ahead of its impending sale to registered...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$26.3M1169%N/A
#2
$26M1185%N/A
#3
$15.3M11819%N/A
#4
$25.2M1207%N/A
#5
$34.8M1294%N/A