CLOs on the Move

SagePoint Financial

www.sagepointfinancial.com

 
SagePoint Financial, Inc. is one of the nation`s largest broker-dealers with over $25 billion in total account assets and nearly 1,700 affiliated independent financial advisors. Founded over 40 years ago and headquartered in Phoenix, SagePoint supports independent financial advisors with the industry`s leading open architecture platform, robust technology offerings and one of the largest advisory services teams in the industry.
  • Number of Employees: 250-1000
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Lake State Federal Credit Union

Lake State Federal Credit Union is a Moose Lake, MN-based company in the Financial Services sector.

Juniper Capital Advisors

The senior members of the team, including Edward Geiser, Richard Gordon and Kevin Cumming, initially began working together over 15 years ago. They have over 65 years of collective energy experience and have been involved with over 40 distinct private investments in the North American energy industry with $650MM+ of private equity capital invested since 2003. Juniper`s investment size fills a void in the energy market by targeting smaller investments than those targeted by larger energy-focused private equity funds and most strategic acquirers. Juniper`s target investment size of $25 to $75 million per investment is large enough to create significant value with high-quality management teams, but small enough to avoid “widely-shopped” investment opportunities. The investment focus of Juniper is upstream E&P investments targeting established onshore basins in the US. Juniper partners with experienced operators with basin-specific expertise.

Business Financial Services Capital

BFS Capital champions the long-term growth and prosperity of small businesses by providing timely, flexible financing solutions. BFS`s leading small business financing platform leverages customized underwriting and proprietary algorithms to fund up to $500,000 for businesses in all 50 states and Canada, and through its affiliate, Boost Capital, in the United Kingdom. Since 2002, BFS has provided more than $1.75 billion in total financing to small businesses across more than 400 industries. Headquartered in South Florida with additional offices in New York and California, BFS is an accredited BBB company with an A+ rating.

Credit Union Svc

Credit Union Svc is a Topeka, KS-based company in the Financial Services sector.

Say

Say unlocks the power of investor communications by working with broker-dealers to connect shareholders with the public companies they invest in.