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
- SectorsFinancial Services
- Website referencepoint.com
- Social LinkedIn
- Acquired by RGP (Mar 2024)
- Legal Name Reference Point Llc
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.
Strategic guidance is provided for financial services firms.
Technology solutions are delivered for financial institutions.
Compliance support is offered for financial risk management.
Data solutions are developed for financial sector clients.
Investors in Reference Point
Reference Point has secured backing from 1 investor. Prominent investors backing the company include RGP.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
M&A advisory and financial services are provided globally by RGP. | 1996 | rgp.com | Irvine, United States |
Investor details for Reference Point
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Reference Point
35 people are tracked at Reference Point (8 in leadership, 11 in board & advisors, 16 in team).
| Name | Role | Group |
|---|---|---|
Dan Lange | Owner | Leadership |
Ed Tracy | Partner, Strategy | Leadership |
Trevor Lee | Head of Finance & Operations | Leadership |
Luke Barnett | Partner, Technology & Data | Leadership |
Allison Henry | Director & Chief of Staff | Leadership |
Joseph Lai | Partner, Technology & Data | Leadership |
Scott Goeden | Managing Partner | Leadership |
Steve Hook | Partner, Technology & Data | Leadership |
Mark Linsz | Senior Advisor & Board Member | Board & advisors |
Frank Stone | Strategic Advisor | Board & advisors |
Truett Tate | Chairman, Reference Point | Board & advisors |
Hollis W. Hart | Senior Advisor & Board Member | Board & advisors |
Chuck Rhinehart | Strategic Advisor | Board & advisors |
Shamla Naidoo | Senior Advisor & Board Member | Board & advisors |
Bill Browne | Strategic Advisor | Board & advisors |
Glover Wilson | Director | Board & advisors |
Bill Falk | Director | Board & advisors |
Alan Biegelman | Director | Board & advisors |
Richard Toledo | Director | Board & advisors |
Dave Stadler | Mortgage Technology Expert | Team |
15 more people are available in the full profile.
Complete people profiles for Reference Point
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Reference Point
2 dated milestones of Reference Point across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Reference Point is founded.
- Exit Acquired by RGP.
Web traffic of Reference Point
The website of Reference Point (referencepoint.com) receives about 3K visits a month.
- Monthly visits3K
▲ 27% vs previous month
Websites whose visitors overlap most with Reference Point. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| facebook.com | 100% | 12.1B | #3 | View details |
Latest news on Reference Point
Complete news archive for Reference Point
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Reference Point
10 companies that operate in the same segment as Reference Point (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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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.
Reference Point operates through Reference Point Llc.
Yes. Reference Point was acquired by RGP in March 2024.