27
40
Growth Score
-11 pts
Heat Score
0 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Fieldpoint Private is a financial services company providing wealth advisory services.
- James Deutsch: Chairman
David E. Achzet: Chief Compliance OfficerPast Role: Vision Financial Markets, Chief Compliance Officer
About the Company
Fieldpoint Private offers private banking and wealth planning services that are individualized and confidential. The firm has over $1 billion in bank assets and $5 billion in wealth management assets and is headquartered in Greenwich, Connecticut, with offices in New York and throughout the southeast. Fieldpoint Private provides a reciprocal
combination of wealth management and strategy, family office, private banking, and business banking services to successful individuals, families, entrepreneurs, businesses, and institutions.
