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Focus Financial Partners

North America, New York, United States, New York

Description

Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.

Investor Profile

Focus Financial Partners has backed more than 4 startups, with 0 new investments in the last 12 months alone. The firm has led 3 rounds, about 75% of its total and boasts 1 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Series C, Series A, Convertible Note rounds (top funding stages).
  • Majority of deals are located in United States.
  • Strong thematic focus on Wealth Management, Finance, Financial Services.

Stage Focus

  • Series C (25%)
  • Series A (25%)
  • Convertible Note (25%)
  • Corporate Round (25%)

Country Focus

  • United States (100%)

Industry Focus

  • Wealth Management
  • Finance
  • Financial Services
  • Software
  • Fintech
  • Marketplace
  • Personal Finance
  • Hedge Funds
  • Real Estate Investment
  • Venture Capital
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Focus Financial Partners frequently co-invest with?

FJ Labs
North America, New York, United States, New York
Co-Investments: 1
TTV Capital
North America, Georgia, United States, Atlanta
Co-Investments: 1
Citi Ventures
North America, California, United States, San Francisco
Co-Investments: 2
Javelin Venture Partners
North America, California, United States, San Francisco
Co-Investments: 1
Carta
North America, California, United States, San Francisco
Co-Investments: 1
GPS Investment Partners
North America, New York, United States, New York
Co-Investments: 1
Contour Venture Partners
North America, New York, United States, New York
Co-Investments: 1
Craft Ventures
North America, California, United States, San Francisco
Co-Investments: 1
Menlo Ventures
North America, California, United States, San Francisco
Co-Investments: 1
IA Capital Group
North America, New York, United States, New York
Co-Investments: 1

Which angels does Focus Financial Partners often collaborate with?

FG
North America, New York, United States, New York
Shared Deals: 1
GC
North America, New York, United States, New York
Shared Deals: 1
SP
North America, United States
Shared Deals: 1
MS
North America, New York, United States, New York
Shared Deals: 1

What are some of recent deals done by Focus Financial Partners?

Luminary

New York, New York, United States

Luminary is a technology platform that automates the complex and inefficient estate planning process.

FinanceInformation TechnologySoftware
Convertible NoteApr 4, 2024
Arch

New York, New York, United States

Arch digitally manages private investment operations for investors and investment advisors.

Hedge FundsReal Estate InvestmentSoftwareVenture CapitalWealth Management
Series ANov 9, 2023
Amount Raised: $20,000,000
Kavar Capital Partners

Leawood, Kansas, United States

Kavar Capital Partners is a wealth management firm.

AdviceFinancial ServicesWealth Management
Corporate RoundDec 1, 2020
SmartAsset

New York, New York, United States

SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.

FinanceFinancial ServicesFinTechMarketplacePersonal FinanceWealth Management
Series CJun 19, 2018
Amount Raised: $28,000,000