Reference Point

New York, United States Founded: 2002 • Age: 24 yrs Acquired By RGP
Strategy, management, and technology consulting is provided for financial services.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 4 Services tracked
Competitors - Brand Intelligence

About Reference Point

Reference Point is a company based in New York (United States) founded in 2002 was acquired by RGP in March 2024. It operates as a Professional Services. Reference Point offers products and services including Strategy & Management Consulting, Digital & Technology Solutions, Risk & Regulatory Compliance, and Data & Analytics Services.

  • Headquarter New York, United States
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Reference Point Llc
Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    RGP

    (Mar 28, 2024)

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Products & Services of Reference Point

Reference Point offers a comprehensive portfolio of products and services, including Strategy & Management Consulting, Digital & Technology Solutions, Risk & Regulatory Compliance, and Data & Analytics Services.

Product name locked
Category locked
Primary

Strategic guidance is provided for financial services firms.

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Category locked
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Technology solutions are delivered for financial institutions.

Product name locked
Category locked
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Compliance support is offered for financial risk management.

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Data solutions are developed for financial sector clients.

People of Reference Point

Headcount 50-200
Employee Profiles 24
Board Members and Advisors 11
Employee Profiles
People
Ed Tracy
Partner, Strategy
People
Trevor Lee
Head of Finance & Operations
People
Luke Barnett
Partner, Technology & Data
People
Allison Henry
Director & Chief of Staff

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Board Members and Advisors
people
Mark Linsz
Senior Advisor & Board Member
people
Frank Stone
Strategic Advisor
people
Truett Tate
Chairman, Reference Point
people
Hollis W. Hart
Senior Advisor & Board Member

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Funding Insights of Reference Point

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Detailed funding history for Reference Point

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
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  • Valuation history

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Investors in Reference Point

Reference Point has secured backing from 1 investor. Prominent investors backing the company include RGP.

All
Investor Description Founded Year Domain Location
M&A advisory and financial services are provided globally by RGP.
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Investor details for Reference Point

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  • Investor domains
  • Investor locations
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Investments & Acquisitions by Reference Point

Investments
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Investment portfolio details for Reference Point

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  • Portfolio identities
  • Transaction dates
  • Round details
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Financial Statements - Reference Point

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Detailed financials for Reference Point

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  • Profit trends
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Reference Point Comparisons

Reference Point Primary company
Description
Strategy, management, and technology consulting is provided ...
Location
New York, United States
Founded Year
2002
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Reference Point

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Competitors of Reference Point

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Detailed competitors of Reference Point

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Latest news on Reference Point

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Complete news archive for Reference Point

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Frequently Asked Questions about Reference Point

Reference Point was founded in 2002.

Reference Point is headquartered in New York, United States. It is registered at New York, New York, United States.

Reference Point is engaged in delivering strategy, management, and technology consulting tailored for the financial services sector. Services are offered across various domains including risk and regulatory compliance, digital and technology solutions, and data and analytics. The company focuses on performance improvements in areas such as capital markets, fintech, and consumer banking. Comprehensive solutions are developed by pairing industry practitioners with experienced consultants to address pressing challenges faced by financial institutions.

Reference Point offers Strategy & Management Consulting, Digital & Technology Solutions, Risk & Regulatory Compliance, and Data & Analytics Services.

Reference Point has 1 investor. Key investors include RGP.

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