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Focus Financial Partners
AddedFeb 15, 2024
UpdatedJun 28, 2026
Focus Financial Partners

Focus Financial Partners

Acquired

Focus Financial Partners, LLC: A U.S. firm offering investment management and wealth solutions in NY and CA.

Location
New York City, NY, US
Founded
2006
Firm
Compare
Portfolio
Fundraising
Employees
Website

Focus Financial Partners specializes in investment management and wealth solutions, primarily serving clients in New York and California. The firm's investment strategy targets financial services companies, with a particular emphasis on wealth management firms and registered investment advisors (RIAs).

Notable portfolio companies include Arch and SmartAsset, both operating in the fintech space. Focus Financial Partners has participated in Series A and Series C funding rounds, demonstrating their commitment to supporting companies at various growth stages. The firm's approach likely involves providing not only capital but also industry expertise and strategic guidance to its portfolio companies.

Focus Financial Partners - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments2
Current Portfolio Count2
Total Portfolio Exits0

Top Investment Stages

Series A1 (50.0%)
Series C1 (50.0%)

Stage Mix

Series A 50%Series C 50%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Arch logo

Arch

SmartAsset logo

SmartAsset

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Focus Financial Partners - Classification

Also Known As
  • Focus Financial Partners, LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
ISIC
  • 6619Other activities auxiliary to financial service activities
  • 6630Fund management activities
Show 14 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523910Miscellaneous Intermediation
  • 523940Portfolio Management and Investment Advice
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 5000Wholesale Trade-durable Goods
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6790Miscellaneous Investing
  • 6282Investment Advice
  • 6799Investors, Not Elsewhere Classified