Focus Financial Partners
Agent66Agent Readiness: 66/100. Top 25%. Measured by StartupHub.ai. Median 41.A partnership of independent, fiduciary wealth management firms providing strategic support and capital resources.
About
Focus Financial Partners delivers integrated wealth management, family office, and business management solutions at scale, built on a client-first fiduciary philosophy. They empower their network firms and advisors with expansive resources and sophisticated solutions, including treasury, credit, risk, tax, trust, estate planning, and investment services. Focus Financial Partners serves independent wealth management firms, multi-family offices, and business management services.
Key facts
At-a-glance profile data
- Website
- corporate.focuspartners.com
- Headquarters
- New York, United States
- Founded
- 2004
- Total funding
- $35M (Seed)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 27 Jan 2006 | Seed | $35M | Summit Partners |
Tech stack
Detected on corporate.focuspartners.com, last scanned 23 Sept 2026. Run your own scan
- Frontend
- Tailwind CSS
- Analytics
- Google Analytics 4, Google Tag Manager
- CDN
- Cloudflare
- Hiring platform
- Greenhouse
- Booking / scheduling
- Calendly
- Video / media
- Vimeo
Frequently asked
How much funding has Focus Financial Partners raised?
Focus Financial Partners has raised a total of $35M in funding. The most recent round on record is Seed.