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StrategicPoint Logo
StrategicPoint CB Rank
1384041
Heat Score
52
StrategicPoint specializes in financial planning, insurance and investment management services.
Founded
obfuscation
Private Providence, Rhode Island, United States11-50 strategicpoint.com/
Financial Services
Insurance
Wealth Management
Overview

StrategicPoint
Heat Score
52

Growth Score
pts
in past quarter
Heat Score 52
-2 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
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About StrategicPoint

CB Rank
1384041
StrategicPoint specializes in financial planning, insurance and investment management services.
Founded
obfuscation
Private Providence, Rhode Island, United States11-50 strategicpoint.com/
Financial Services
Insurance
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number 401-273-1500
Contact Email info@strategicpoint.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
A service that manages clients' investment portfolios to align with their financial goals and risk tolerance.
Retirement Income Planning
Planning service to help clients determine optimal retirement timing and develop tax-efficient withdrawal strategies.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 13
News
Technology
View Tech Report

Monthly Web Visits

113
289.66%
 in past month

IT Spend

$357.2KThis year, StrategicPoint is projected to spend $357.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Job Market Logo
Job Market
100
Leadership Strategies Logo
Leadership Strategies
90
Corporate gifting Logo
Corporate gifting
88

Active Website Tech Count

14StrategicPoint is actively using 14 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  IPv6.
Sub-Organizations
Frequently Asked Questions

Where is StrategicPoint's headquarters? StrategicPoint is located in Providence, Rhode Island, United States.Who are StrategicPoint's competitors? Alternatives and possible competitors to StrategicPoint may include Savant Wealth Management, Corrigan Financial, and  Kayne Anderson Rudnick (KAR).
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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