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Independence Point Advisors
AddedFeb 20, 2024
UpdatedJun 28, 2026
Independence Point Advisors

Independence Point Advisors

Operating

Independence Point Advisors: A women-owned investment bank providing expert financial services.

Location
New York City, NY, US
Founded
2021
Firm
Compare
Portfolio
Employees
Website

Independence Point Advisors is a women-owned investment bank and advisory firm offering comprehensive financial services. The firm focuses on providing forward-thinking solutions to CEOs and decision-makers, helping businesses navigate and excel in today's dynamic economic landscape. IPA's expertise spans various sectors, though specific investment stages and typical investment sizes are not explicitly stated.

The firm prides itself on disrupting traditional investment banking culture by bringing diversity of thought and experience to its client engagements. Independence Point Advisors boasts a team of best-in-class talent and leverages a powerful network of strategic partners to deliver results. Their approach challenges the status quo, aiming to provide both immediate and long-term value to their clients. Notable in their portfolio is State Street, a major financial services company.

Independence Point Advisors - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Post Ipo Debt1 (100.0%)

Stage Mix

Post Ipo Debt 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

State Street logo

State Street

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Independence Point Advisors - Classification

Also Known As
  • Independence Point Advisors 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
Show 6 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services