When was Focused Wealth Management founded?

Focused Wealth Management was founded in 1994.

Where is Focused Wealth Management located?

Focused Wealth Management is headquartered in Newburgh, United States.

How many employees does Focused Wealth Management have?

As of May 31, 2026, the latest employee count at Focused Wealth Management is 25.

Is Focused Wealth Management a funded company?

Focused Wealth Management is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Focused Wealth Management rank among its competitors?

Focused Wealth Management ranks 124th amongst 3054 active competitors, of which 56 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of Focused Wealth Management?

Focused Wealth Management's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

Focused Wealth Management - 2026 Company Profile & Competitors

Company Details

Website: focusedwealthmgmt.com
Social
Phone Number: +1 **********

Key Metrics

Founded Year

1994

Location

Newburgh, United States

Stage

Unfunded

Ranked

124^th among 3054 active competitors

Employee Count

25 as on May 31, 2026

Similar Companies

Alera Group & 7533 more

View Focused Wealth Management's full profile

Focused Wealth Management has not raised any funding rounds yet.

Focused Wealth Management's employee count trend

Focused Wealth Management has 25 employees as of May 26. Here is Focused Wealth Management's employee count trend over the years:

Employee count trend for Focused Wealth Management

Uncover Focused Wealth Management's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Focused Wealth Management include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Focused Wealth Management, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	72/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
5th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	66/100
6th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
7th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
8th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main & 1 others	62/100
9th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Franklin Templeton Investments ... & 6 others	62/100
10th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	61/100
124th	Focused Wealth Management 1994, Newburgh (United States), Unfunded	Provider of wealth management services	-	-	41/100