Founded in 2004, Focus Financial Partners is a strategic partner and capital provider for independent Registered Investment Advisor (RIA) firms. The company's business model is centered on acquiring interests in and providing value-added services to a network of fiduciary wealth management firms across the globe. These services include access to capital for growth and succession planning, as well as expertise in M&A, marketing, technology, and compliance. In August 2023, the company was acquired by affiliates of Clayton, Dubilier & Rice (CD&R) and taken private, delisting from the NASDAQ stock exchange.

Founded in

United States