Founded in 2004, FOCUS Financial Group operates as a strategic partner to independent, fiduciary wealth management firms across the globe. The company's business model is centered on acquiring interests in and providing value-added services to its partner firms, which retain their operational independence and entrepreneurial culture. FOCUS offers a comprehensive suite of services including wealth management, financial planning, investment advice, and tax and estate planning. After trading publicly on the NASDAQ (FOCS) since 2018, the company was acquired by private equity firm Clayton, Dubilier & Rice (CD&R) and taken private in August 2023.

Founded in

United States