About SagePoint Financial
SagePoint Financial is a Financial Services company based in United States founded in 2009. It offers financial advisory, brokerage, and investment services to professionals and clients. It operates on a B2B and B2C model. SagePoint Financial offers products and services including Investment Advisory, Brokerage Services, and Securities Offering. Its focus areas include FinTech, Investment Tech, Advisory Services and Financial Planning. Its legal entity is Osaic Wealth, Inc. Its competitors include Fidelity Investments and Morgan Stanley; 1 of its 2 listed competitors has raised funding.
Company details
SagePoint Financial, now under Osaic Securities, delivers securities trading and investment advisory services via affiliated firms. They operate as broker-dealers and registered investment advisers, ensuring compliance with FINRA and SIPC standards. Services include brokerage for securities transactions and advisory for financial planning, targeting financial professionals and individual clients in the US market. This supports secure investment activities without promotional emphasis.
- Headquarters United States
- SectorsFinancial Services
- Website sagepointfinancial.com
- Social Facebook
- Legal Name Osaic Wealth, Inc.
Products & Services of SagePoint Financial
SagePoint Financial offers a comprehensive portfolio of products and services, including Investment Advisory, Brokerage Services, and Securities Offering.
Provides guidance on investment planning and strategies
Facilitates buying and selling of securities through broker-dealers
Offers access to various financial instruments for trading
People of SagePoint Financial
306 people are tracked at SagePoint Financial (118 in leadership, 188 in team).
| Name | Role | Group |
|---|---|---|
Kristy Britt | Chief Financial Officer | Leadership |
Vincent Leto | Vice President Of Business Development | Leadership |
Andrew Price | Senior Vice President, IT Infrastructure & Operations | Leadership |
Dave Molter | VP Advisor Engagement | Leadership |
Jennifer Cody | Director Of Principal Review, AVP | Leadership |
Erik Eveland | Vice President, Finance Business Partner | Leadership |
Kevin Lawhead | Regional Supervision Director | Leadership |
Dmitry Goldin | Senior Vice President - Advisor Engagement | Leadership |
Dmitriy Libov | Director Of Software Engineering | Leadership |
Jorge R. | Director - IT Risk & Compliance | Leadership |
Coretta Johnson | Vice President Of Business Development | Leadership |
Wesley Brown | Director, Cash Management Solutions | Leadership |
Joe Nienhaus | Regional Vice President At Osaic Wealth, Inc | Leadership |
Aparna Nedunoori | Director Of Engineering | Leadership |
Wade Taubken | Sr Director It, Program Manager, Advisor Cybersecurity | Leadership |
Corey Brodsky | Vice President - Advisor Engagement | Leadership |
Laura Merilatt | Vice President - Advisor Engagement | Leadership |
Neal Slafsky | Managing Director, Head Of Office | Leadership |
Kenneth A. | Senior Vice President Of National Sales & Business Development | Leadership |
Dawn C. | Vp, Human Resources | Leadership |
286 more people are available in the full profile.
Complete people profiles for SagePoint Financial
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Competitors of SagePoint Financial
SagePoint Financial has 2 listed competitors in our database, 1 of them funded. They include Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of SagePoint Financial
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Web traffic of SagePoint Financial
The website of SagePoint Financial (sagepointfinancial.com) receives about 1.1K visits a month.
- Monthly visits1.1K
▼ 6.1% vs previous month
Websites whose visitors overlap most with SagePoint Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| summitbrokerage.com | 99% | View details | |||
| dynastyfinancialpartners.com | 92% | 14.7K | #1,538,403 | View details | |
| advisorgroup.com | 92% | 3.6K | #5,168,502 | View details | |
| commonwealth.com | 87% | 189.6K | #151,013 | View details | |
| nextfinancial.com | 77% | View details |
Top companies in Investment Banks
3 companies that operate in the same segment as SagePoint Financial (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about Sagepoint Financial
Complete news archive for SagePoint Financial
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Frequently Asked Questions about SagePoint Financial
SagePoint Financial was founded in 2009.
SagePoint Financial is headquartered in United States.
SagePoint Financial, now under Osaic Securities, delivers securities trading and investment advisory services via affiliated firms. They operate as broker-dealers and registered investment advisers, ensuring compliance with FINRA and SIPC standards. Services include brokerage for securities transactions and advisory for financial planning, targeting financial professionals and individual clients in the US market. This supports secure investment activities without promotional emphasis.
SagePoint Financial's top competitors include Fidelity Investments and Morgan Stanley.
SagePoint Financial offers Investment Advisory, Brokerage Services, and Securities Offering.
SagePoint Financial operates through Osaic Wealth, Inc..