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Riverpoint Wealth Management Logo
Riverpoint Wealth Management CB Rank
1281743
Heat Score
52
Riverpoint Wealth Management offers estate planning, insurance, education planning, retirement planning, and investment management services.
Founded
obfuscation
Private Chicago, Illinois, United States1-10 riverpointwealth.com/
Advice
Financial Services
Insurance
Retirement
Wealth Management
Overview

Riverpoint Wealth Management
Heat Score
52

Growth Score
pts
in past quarter
Heat Score 52
-16 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.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
Learn More >
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 Riverpoint Wealth Management

CB Rank
1281743
Riverpoint Wealth Management offers estate planning, insurance, education planning, retirement planning, and investment management services.
Founded
obfuscation
Private Chicago, Illinois, United States1-10 riverpointwealth.com/
Advice
Financial Services
Insurance
Retirement
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number +1-312-239-1330
Contact Email mcgrath@riverpointwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
A service that applies a disciplined investment process to deliver institutional strategies tailored for individual clients.
Comprehensive Financial Planning
A customized planning service addressing clients' unique financial needs and goals across various areas.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 5

Employee Profiles

News

News and Press

News•Nov 29, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

180

IT Spend

$102.8KThis year, Riverpoint Wealth Management is projected to spend $102.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Homes & Gardens Logo
Homes & Gardens
81
Meta Platforms, Inc. Logo
Meta Platforms, Inc.
72
Building Security Logo
Building Security
71

Active Website Tech Count

1Riverpoint Wealth Management is actively using the technology Google Maps API for its website, according to BuiltWith.
Sub-Organizations
Frequently Asked Questions

Where is Riverpoint Wealth Management's headquarters? Riverpoint Wealth Management is located in Chicago, Illinois, United States.Who are Riverpoint Wealth Management's competitors? Alternatives and possible competitors to Riverpoint Wealth Management may include HighTower Advisors, Charles Schwab, and  Facet.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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