• Investment Year:2017
  • Status:Current
  • Stage:
  • HQ:New York, NY

Focus Financial

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Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms.

Founded in 2006, Focus has over 60 partner firms and affiliates across the United States, Australia, Canada and the United Kingdom, with a joint venture in China. Focus provides superior access to best practices, resources and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefits consulting and investment consulting services. Focus’s partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives.