Financial Pointe - Crunchbase Company Profile & Funding

Overview

Financial Pointe

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Learn more.

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

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About Financial Pointe

CB Rank

1097460

Financial Pointe is a financial advisory firm that provides services including financial planning and investment management.

Founded

obfuscation

Private

Newbury Park, California, United States

11-50

financialpointe.com

Advice

Consulting

Financial Services

Key People

Steve Thomas: Principal, Co-Founder, Certified Financial Planner, and Owner
Elad Goren: Principal, Co-Founder, and Certified Financial Planner

Details

Legal Name

Financial Pointe Inc.

Operating Status

Active

Company Type

For Profit

Founders

Elad Goren, Steve Thomas

Phone Number

+1 805-499-3570

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A service that helps clients create comprehensive plans to manage their financial goals and resources.

Investment Management

A service that manages clients' investment portfolios to align with their financial objectives and risk tolerance.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Employee Profiles

Steve Thomas Principal, Co-Founder, Certified Financial Planner, and Owner
Elad Goren Principal, Co-Founder, and Certified Financial Planner

News

Technology

View Tech Report

Monthly Web Visits

284

545.45%

in past month

IT Spend

$339.2K

This year,

Financial Pointe

is projected to spend

$339.2K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Ancillary Revenue	99
AI API Services	83
Equities Management Software	82

Actively Used Products

Financial Pointe

uses

technology products and services including

HTML5

Amazon EC2

, and

Google Analytics

, according to G2 Stack.

Active Website Tech Count

Financial Pointe

is actively using the technology

Euro

for its website, according to BuiltWith.

Lists Featuring This Company

California Financial Services Companies (Top 10K)

9,779 Number of Organizations • $249.1B Total Funding Amount • 11,085 Number of Investors

United States Advice Companies (Top 10K)

9,784 Number of Organizations • $34.6B Total Funding Amount • 876 Number of Investors

Greater Los Angeles Area Advice Companies

2,379 Number of Organizations • $681.8M Total Funding Amount • 62 Number of Investors

West Coast Financial Services Companies (Top 10K)

9,774 Number of Organizations • $256.1B Total Funding Amount • 11,663 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Financial Pointe

's headquarters?

Financial Pointe

is located in

Newbury Park, California, United States

Who are

Financial Pointe

's competitors? Alternatives and possible competitors to

may include

, and