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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

5

Investments

CompanyDateStageLead
ArchSep 2025Series BCo-investor
ArchNov 2023Series ACo-investor
ArchNov 2023Series ACo-investor
SmartAssetJun 2018Series CLead
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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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Firmographic Details

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

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.