CLOs on the Move

Focus Financial Partners

www.focuspartners.com

 
Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to ...
  • Number of Employees: 1K-5K
  • Annual Revenue: $500M-1 Billion

Executives

Name Title Contact Details
Mark Israel
 Chief Technology Officer Profile
Dhruv Gupta
 Chief Financial Officer Profile

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