Focus Financial Partners Overview

  • Year Founded
  • 2004

Year Founded

  • Status
  • Private

  • Employees
  • 105

Employees

  • Latest Deal Type
  • Debt Refin.

  • Financing Rounds
  • 22

  • Investments
  • 83

Focus Financial Partners General Information

Description

Focus Financial Partners Inc is a partnership of independent, fiduciary wealth management firms operating in the fragmented RIA industry. It provides Mergers and acquisitions expertise and other services such as Talent Management, Legal and Regulatory Support, marketing and business development. The company generates its revenue in the form of wealth management fees. Geographically, it derives a majority of revenue from the United States and also has a presence in the United Kingdom, Canada, and Australia.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Former Stock Listing
2JE
Corporate Office
  • 875 3rd Avenue
  • 28th Floor
  • New York, NY 10022
  • United States
+1 (646) 000-0000

Focus Financial Partners Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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Focus Financial Partners Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Focus Financial Partners Executive Team (63)

Name Title Board Seat Contact Info
Michael Nathanson JD Chief Executive Officer
Ruediger Adolf Co-Founder & Co-Chairman
James Shanahan Chief Financial Officer
David Lang Chief Operating Officer
Rajini Kodialam Chief Operating Officer, Operations
You’re viewing 5 of 63 executive team members. Get the full list »

Focus Financial Partners Board Members (17)

Name Representing Role Since
000 000000 Self Executive Chairman 000 0000
00000 00000000 Stone Point Capital Board Member 000 0000
000000 0000000 00 Self Board Member 000 0000
00000 00000 00 Stone Point Capital Board Member 000 0000
00000000 000000 Kovitz Investment Group Vice Chairman 000 0000
You’re viewing 5 of 17 board members. Get the full list »

Focus Financial Partners Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Focus Financial Partners Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Focus Financial Partners Investments & Acquisitions (83)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Arch (New York) 09-Nov-2023 00000 0000 0000 Information Services (B2C)
Padlock Investment Management 01-Sep-2023 0000000000 Asset Management 00000000
Luminary (Financial Software) 01-Jun-2023 0000 00000 00.00 Financial Software
Westcourt Capital 01-May-2023 0000000000 Asset Management 00000000
Hotaling Investment Management 23-Feb-2023 Merger/Acquisition Asset Management
You’re viewing 5 of 83 investments and acquisitions. Get the full list »

Focus Financial Partners Subsidiaries (64)

Company Name Industry Location Founded
Seasons of Advice Wealth Management Asset Management New York, NY 2017
Bordeaux Wealth Advisors Asset Management Menlo Park, CA 0000
XML Financial Group Other Financial Services Rockville, MD 0000
Patton Albertson Miller Group Asset Management New York, NY 0000
GYL Financial Synergies Other Financial Services West Hartford, CT 0000
You’re viewing 5 of 64 subsidiaries. Get the full list »

Focus Financial Partners Exits (6)

Company Name Exit Date Exit Type Exit Size Status Buyers
Nexus Investment Management 01-Feb-2020 000000000000000000 Completed
  • 00000 000000000 00
Telemus Capital 11-Aug-2013 000000000 Completed
  • 00000 000000000 00
Hufford Financial Advisors 03-Oct-2011 000000000 Completed
  • 00000 000000000 00
Bridgewater Wealth & Financial Management 19-Jan-2010 0000000000 Completed
  • 3 buyers
Quantum Capital Management 30-Jan-2007 Buyout/LBO Completed
  • 2 buyers
You’re viewing 5 of 6 exits. Get the full list »

Focus Financial Partners FAQs

  • When was Focus Financial Partners founded?

    Focus Financial Partners was founded in 2004.

  • Who is the founder of Focus Financial Partners?

    Ruediger Adolf, Rajini Kodialam, and Leonard Chang are the founders of Focus Financial Partners.

  • Who is the CEO of Focus Financial Partners?

    Michael Nathanson JD and Ruediger Adolf are the CEOs of Focus Financial Partners.

  • Where is Focus Financial Partners headquartered?

    Focus Financial Partners is headquartered in New York, NY.

  • What is the size of Focus Financial Partners?

    Focus Financial Partners has 105 total employees.

  • What industry is Focus Financial Partners in?

    Focus Financial Partners’s primary industry is Consulting Services (B2B).

  • Is Focus Financial Partners a private or public company?

    Focus Financial Partners is a Private company.

  • What is Focus Financial Partners’s current revenue?

    The current revenue for Focus Financial Partners is 000000.

  • How much funding has Focus Financial Partners raised over time?

    Focus Financial Partners has raised $200M.

  • Who are Focus Financial Partners’s investors?

    Ardian, Clayton, Dubilier & Rice, and Stone Point Capital have invested in Focus Financial Partners.

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