About Focus Financial Partners
Focus Financial Partners is a company based in New York (United States) founded in 2004 by Rajini Kodialam, Leonard Chang, and Ruediger Adolf was acquired by Clayton Dubilier & Rice in February 2023.. Focus Financial Partners has raised $332.68 million across 10 funding rounds from investors including Citizens Bank, J P Morgan and Bank of America. Focus Financial Partners has completed 11 acquisitions, including Alpha Insurance Group, Bartlett and Churchill Management. Focus Financial Partners offers products and services including Wealth Management Services, Client Solutions, and Business Management Services. Focus Financial Partners operates in a competitive market with competitors including Raymond James, Alera Group, Wintrust, Creative Planning and High Tower, among others.
- Headquarter New York, United States
- Founders Rajini Kodialam, Leonard Chang, Ruediger Adolf
- Stage Public
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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Annual Revenue
$2.14 B19as on Dec 31, 2022
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Net Profit
$125.28 M413as on Dec 31, 2022
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EBITDA
$309.59 M163as on Dec 31, 2022
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Total Equity Funding
$332.68 M (USD)
in 10 rounds
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Latest Funding Round
$112 M (USD), Post-IPO
Dec 04, 2018
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Investors
Citizens Bank
& 17 more
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Employee Count
Employee Count
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Investments & Acquisitions
Alpha Insurance Group
& 10 more
- Acquired by
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Products & Services of Focus Financial Partners
Focus Financial Partners offers a comprehensive portfolio of products and services, including Wealth Management Services, Client Solutions, and Business Management 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.
Provides comprehensive wealth and investment management for clients.
Offers support in health, travel, and financial planning needs.
Assists firms with growth through acquisitions and resources.
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Leadership Team
10 people
Finance and Accounting
9 people
Product Management Team
3 people
Human Resources and Administration
3 people
Analyst Team
3 people
Software Development Team
2 people
Principal Team
2 people
Data Analysis and Operations Team
2 people
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Funding Insights of Focus Financial Partners
Focus Financial Partners has successfully raised a total of $332.68M across 10 strategic funding rounds. The most recent funding activity was a Post-IPO round of $112 million completed in December 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 10
- Last Round Post-IPO — $112.0M
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First Round
First Round
(27 Jan 2006)
- Investors Count 15
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec, 2018 | Amount | Post-IPO - Focus Financial Partners | Valuation |
investors |
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| Jun, 2015 | Amount | Debt – Conventional - Focus Financial Partners | Valuation |
investors |
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| Jul, 2013 | Amount | Series E - Focus Financial Partners | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Focus Financial Partners
Focus Financial Partners has secured backing from 18 investors, including institutional and venture fund investors. Prominent investors backing the company include Citizens Bank, J P Morgan and Bank of America. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Centerbridge Partners is engaged in alternative investment management.
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Founded Year | Domain | Location | |
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US focused venture capital firm
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Founded Year | Domain | Location | |
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Summit Partners is recognized as a growth equity investment firm.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Focus Financial Partners
Focus Financial Partners has strategically engaged in corporate development activities, having acquired 11 companies. Notable acquisitions include Alpha Insurance Group, Bartlett and Churchill Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Wealth management services are provided by Bartlett to clients.
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2012 | ||||
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Provider of medical finance & accounting services
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2010 | ||||
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Wealth management services provided to investment industry clients.
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2009 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Focus Financial Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Focus Financial Partners Comparisons
Competitors of Focus Financial Partners
Focus Financial Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Alera Group, Wintrust, Creative Planning and High Tower, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Focus Financial Partners
Frequently Asked Questions about Focus Financial Partners
When was Focus Financial Partners founded?
Focus Financial Partners was founded in 2004 and raised its 1st funding round 2 years after it was founded.
Where is Focus Financial Partners located?
Focus Financial Partners is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Focus Financial Partners?
Ruediger Adolf is the current CEO of Focus Financial Partners. They have also founded this company.
Is Focus Financial Partners a funded company?
Focus Financial Partners is a funded company, having raised a total of $332.68M across 10 funding rounds to date. The company's 1st funding round was a Series E of $216M, raised on Jan 27, 2006.
What is the annual revenue of Focus Financial Partners?
Annual revenue of Focus Financial Partners is $2.14B as on Dec 31, 2022.
What does Focus Financial Partners do?
Focus Financial Partners was founded in 2004 and is headquartered in New York, United States. Consulting services are delivered to banks and lending institutions, with a focus on business operations and financial advisory. Mergers and acquisitions support is managed by specialized directors. The firm is led by co-founders and executives, including Ruediger Adolf as CEO, ensuring targeted expertise in the financial sector.
Who are the top competitors of Focus Financial Partners?
Focus Financial Partners's top competitors include Alera Group, Raymond James and Wintrust.
What products or services does Focus Financial Partners offer?
Focus Financial Partners offers Wealth Management Services, Client Solutions, and Business Management Services.
How many acquisitions has Focus Financial Partners made?
Focus Financial Partners has made 11 acquisitions, including Alpha Insurance Group, Bartlett, and Churchill Management.
Who are Focus Financial Partners's investors?
Focus Financial Partners has 18 investors. Key investors include Citizens Bank, J P Morgan, Bank of America, KKR, and US Bank.
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