Overview

Focus Financial

Information by Research Trustfinance

https://focusfinancialpartners.com/

Founded in 2004, Focus Financial Partners Inc. is a partnership of fiduciary wealth management and financial advisory firms. The company's business model is centered on acquiring and partnering with independent Registered Investment Advisers (RIAs), providing them with capital, resources for growth, M&A expertise, and back-office support while allowing them to maintain their operational independence and entrepreneurial culture. Focus primarily serves high-net-worth individuals, families, and institutions through its extensive network of partner firms. The company was publicly traded (NASDAQ: FOCS) from 2018 until it was taken private in a transaction with Clayton, Dubilier & Rice (CD&R) in August 2023.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Banking
  • Other Service