Union Point Advisors - About the company
Union Point Advisors is an unfunded company based in San Mateo (United States), founded in 2013. It operates as a Provider of wealth management corporate advisory and strategic financial planning. Union Point Advisors has not raised any funding yet. The company has 4351 active competitors, including 67 funded and 415 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
Provider of wealth management corporate advisory and strategic financial planning. Services include wealth preservation, estate planning, investment portfolio management, and family office functions. The firm assists individuals and business owners with capital allocation, tax-efficient planning, and financial risk management.
Key Metrics
Founded Year
2013
Location
San Mateo, United States
Stage
Unfunded
Ranked
4506th among 4506 competitors
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Union Point Advisors's funding and investors
Union Point Advisors has not raised any funding rounds yet.
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Union Point Advisors's Competitors and alternates
Top competitors of Union Point Advisors include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Union Point Advisors, ranked by Tracxn score:
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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 | 72/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 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 | - | 66/100 | |
5th |  Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 66/100 | |
6th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
7th | Provider of software, data, analytics, and related services for financial institutions | - | 63/100 | ||
8th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
9th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 62/100 | |
10th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | 62/100 | |
4506th |  Union Point Advisors 2013, San Mateo (United States), Unfunded | Provider of wealth management corporate advisory and strategic financial planning | - | - | - |
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Union Point Advisors's Investments and acquisitions
Union Point Advisors has made no investments or acquisitions yet.
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