BluePointe Capital Management

Menlo Park, USA
Wealth management services are provided by BluePointe Capital Management.
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About BluePointe Capital Management

BluePointe Capital Management is a company based in Menlo Park, USA. It operates as a Professional Services. BluePointe Capital Management offers products and services including Wealth Management, Estate Planning, and Family Office Services.

  • Headquarter Menlo Park, USA
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of BluePointe Capital Management

BluePointe Capital Management offers a comprehensive portfolio of products and services, including Wealth Management, Estate Planning, and Family Office Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Customized portfolios are created for individual financial needs.

Estate needs are integrated into investment portfolio planning.

Concierge support is provided for family wealth preservation.

Funding Insights of BluePointe Capital Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by BluePointe Capital Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - BluePointe Capital Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Bluepointe Capital Management Comparisons

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Competitors of BluePointe Capital Management

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Bluepointe Capital Management

Frequently Asked Questions about BluePointe Capital Management

What does BluePointe Capital Management do?

Wealth management and estate planning services are offered by BluePointe Capital Management. Customized investment portfolios are created based on individual financial goals, risk tolerance, and investment horizons. Comprehensive analysis of estate planning needs is integrated into portfolios. Support is extended to entrepreneurs, executives, VCprivate equity professionals, family offices, and stewards of family wealth. Ongoing progress reviews are conducted to ensure financial objectives are met. The company operates in the financial sector, focusing on personalized solutions for high-net-worth individuals and families.

What products or services does BluePointe Capital Management offer?

BluePointe Capital Management offers Wealth Management, Estate Planning, and Family Office Services.

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