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Focus Financial Partners

Focus Financial Partners

New York City, New Yorkcorporate.focuspartners.com

Overview

Focus Financial Partners is a wealth management firm that invests in and builds a network of independently operated fiduciary wealth management firms, providing them with capital, operational support, and strategic resources.

Year Founded

2004

AUM

$360B

Portfolio Companies

4

Investments

Focus Financial Partners investments
CompanyDateStageLead
ArchSep 2025Series BCo-investor
ArchNov 2023Series ACo-investor
SmartAssetJun 2018Series CLead
Flynn Family OfficeJun 2014Corporate FundingLead

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersNew York City, New York
Year Founded2004
AUM$360B

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