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Waypoint Financial Logo
Waypoint Financial CB Rank
3886963
Heat Score
48
Waypoint Financial is a financial planning firm that provides wealth management, risk management, and business planning.
Founded
obfuscation
Private Friendswood, Texas, United States1-10 www.waypointfcg.com
Financial Services
Insurance
Risk Management
Wealth Management
Overview

Waypoint Financial
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
-13 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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See more interactive data and historical milestones on desktop for the best experience

About Waypoint Financial

CB Rank
3886963
Waypoint Financial is a financial planning firm that provides wealth management, risk management, and business planning.
Founded
obfuscation
Private Friendswood, Texas, United States1-10 www.waypointfcg.com
Financial Services
Insurance
Risk Management
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Rex Richards
Phone Number 1 (281) 996-4800
Contact Email chartyourcourse@waypointfcg.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
Evaluating current financial status and creating strategies to ensure a desired retirement lifestyle, including maximizing growth and tax-efficient distributions.
Wealth Management
A comprehensive approach to managing financial life, including asset accumulation, risk management, tax strategies, retirement, and estate planning.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$39.2KThis year, Waypoint Financial is projected to spend $39.2K on IT, according to Aberdeen.

Active Website Tech Count

1Waypoint Financial is actively using the technology Viewport Meta for its website, according to BuiltWith.
Sub-Organizations
Frequently Asked Questions

Where is Waypoint Financial's headquarters? Waypoint Financial is located in Friendswood, Texas, United States.
Who We Are
What We Do
Helpful Links
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