Founded in 2009, FocusPoint Solutions is a B2B service provider dedicated to supporting the operational needs of independent financial advisors and wealth management firms. The company's mission is to empower RIAs to scale their businesses efficiently by outsourcing complex and time-consuming middle and back-office functions. Their offerings include services like billing, performance reporting, account reconciliation, and compliance support, all delivered through a unified technology platform, allowing advisors to focus more on client-facing activities.

Founded in

United States