When was FocusPoint Solutions founded?

FocusPoint Solutions was founded in 2003.

Where is FocusPoint Solutions located?

FocusPoint Solutions is headquartered in Portland, United States.

Is FocusPoint Solutions a funded company?

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

Where does FocusPoint Solutions rank among its competitors?

FocusPoint Solutions ranks 46th amongst 45 active competitors, of which 4 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Orbis, which secured $12.2M in Dec, 2023.

Who are the top competitors of FocusPoint Solutions?

FocusPoint Solutions' top competitors include Orbis, Apex Group and Universal Investment. Among them, Orbis secured the most recent funding round in December, 2023.

FocusPoint Solutions - 2026 Company Profile & Competitors

Company Details

Provider of back office and practice development services for advisors. This business offers operational support and administrative management to financial professionals. Services include data maintenance, billing, account reviews, and business strategy planning. These functions allow financial practitioners to delegate non-revenue generating tasks and focus on managing client relationships and scaling operations. Support staff provide assistance with infrastructure and organizational workflows to facilitate independent business transitions and management.

Website: focuspointsolutions.com
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Phone Number: +1 **********

Key Metrics

Founded Year

2003

Location

Portland, United States

Stage

Unfunded

Ranked

46^th among 46 competitors

Similar Companies

Orbis & 44 more

View FocusPoint Solutions' full profile

FocusPoint Solutions has not raised any funding rounds yet.

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Top competitors of FocusPoint Solutions include Orbis, Apex Group and Universal Investment. Here is the list of Top 10 competitors of FocusPoint Solutions, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Orbis 2006, Gurugram (India), Series A	Provider of securities services including custody, trusteeship, and registry management	$37M	A D Holdings, Sanjiv Sarita Consulting & 67 others	68/100
2nd	Apex Group 2003, Bermuda, Seed	Provider of fund, financial, corporate, regulatory, and technology solutions	-	Mubadala, The Carlyle Group & 4 others	59/100
3rd	Universal Investment 1968, Frankfurt Am Main (Germany), Acquired	Provider of fund services and management company solutions for asset managers and institutional investors	-	CPP Investments, Europa	58/100
4th	Shriram Chits 1974, Chennai (India), Funding Raised	Online investment platform for chit funds	-	-	54/100
5th	Formidium 2016, Downers Grove (United States), Seed	Provider of fund administration services and technology for alternative investment funds	-	Woodstock, Bodhi Tree Asset Management & 2 others	53/100
6th	CACEIS 2005, Paris (France), Acquired	Provider of PE, real estate & securitization, asset administration & accounting and data analytics services	-	-	52/100
7th	CEE Group 2001, Hamburg (Germany), Funding Raised	Infrastructure fund focused on renewable energy investments	-	Brookfield Asset Management, Amprion	50/100
8th	Ascentium 2024, Singapore (Singapore), Unfunded	Provider of corporate, financial, HR, private client, and cross-border services	-	-	48/100
9th	Carne 2004, Dublin (Ireland), Series D	Provider of fund administration and directorship services	$122M	Vitruvian Partners	48/100
10th	Upside VC 2024, Worthing (United Kingdom), Unfunded	Appointed representative firm offering financial services regulated by the financial conduct authority	-	-	42/100
46th	FocusPoint Solutions 2003, Portland (United States), Unfunded	Provider of back office and practice development services for advisors	-	-	-