Focus Financial Partners

Company Details

At Focus we believe that to build a great business, you have to solve a big problem. And that's exactly what we set out to do when we launched Focus Financial Partners in 2006. The problem, as we see it, is two-fold: Although more and more clients are seeking independent financial advice from what's become a $2.3 trillion growth industry, advisors don't always know how to accelerate growth and ensure continuity.

To address the pressing needs of both clients and advisors, we created Focus Financial Partners. Two years later, we introduced our Independence program, designed to help elite brokerage teams transition from wirehouses to independence. Today we are a leading partnership of independent fiduciary wealth management firms with firms across North America and the UK and an equity investment in Australia.

Locations

Location

United States

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YearPositionLocationGroup/DivisionExperienceDifficulty
20201st Year AnalystDallasRestructuringPositiveAverage

Focus Financial Partners

Private Equity

Est Annual Revenue:
$500m+

Industry: Private Equity