About TwinFocus
TwinFocus is a Financial Services company based in Boston (United States). TwinFocus is engaged in providing family office and wealth management services. It operates on a Professional Services model. TwinFocus offers products and services including Family Office Management, Investment Services, Direct Investments, Real Estate Advisory, and M&A Advisory. Its focus areas include Financials, Investment Management and Wealth Management. Its legal entity is TwinFocus Capital Partners, LLC. Similar companies include Rockefeller Capital Management, Pathstone Federal Street and Stonehage Fleming Family & Partners; 2 of its 3 listed similar companies have raised funding.
Company details
TwinFocus is involved in offering comprehensive family office management, investment services, and direct investment opportunities. Specialized advisory in real estate and mergers acquisitions is provided alongside responsible investing options. Services are tailored for high-net-worth individuals, business owners, and institutions. The focus is placed on simplifying wealth management complexities and ensuring client priorities are met across various financial sectors.
- Headquarters Boston, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website twinfocus.com
- Social LinkedIn
- Legal Name Twinfocus Capital Partners, Llc
Products & Services of TwinFocus
TwinFocus offers a comprehensive portfolio of products and services, including Family Office Management, Investment Services, Direct Investments, Real Estate Advisory, and M&A Advisory.
Comprehensive family office services are provided for clients.
Investment advisory services are offered to manage wealth.
Direct investment opportunities are facilitated for client portfolios.
Advisory services for real estate investments are provided.
Mergers and acquisitions advisory services are offered expertly.
Sustainable and responsible investment options are made available.
People of TwinFocus
12 people are tracked at TwinFocus (6 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Paul Karger CFA | Cofounder & Managing Partner | Leadership |
John Pantekidis CFA JD | Chief Investment Officer, General Counsel & Partner | Leadership |
Jonathan Perry | Chief Financial Officer, Managing Director of Business Operations | Leadership |
Elizabeth Gardner CCO MBA IACCP | Managing Director of Compliance | Leadership |
Brett Feldman | Director | Leadership |
David Daglio | Chief Investment Officer | Leadership |
Gabrielle Cyr | Senior Accountant | Team |
Brody Gardner | Senior Accountant | Team |
Ryan Dwyer CPA | Controller | Team |
Nimit Dodhia | Investment Analyst | Team |
Andrew Velasco CFA | Direct Investments | Team |
Jonathan Pate | Senior Analyst, Portfolio Management | Team |
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Similar companies to TwinFocus
TwinFocus has 3 listed similar companies in our database, 2 of them funded. They include Rockefeller Capital Management, Pathstone Federal Street and Stonehage Fleming Family & Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rockco.com | 1882 | New York, United States | $622M | Multi-family office services are provided to high-net-worth clients. | ||
| pathstone.com | 2010 | Fort Lee, United States | 200 | Provider of multi family office services | ||
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | Multi-family office services are provided to high-net-worth clients. |
Detailed similar companies of TwinFocus
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Top companies in Asset Management
3 companies that operate in the same segment as TwinFocus (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Twinfocus
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Frequently Asked Questions about TwinFocus
TwinFocus is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
TwinFocus is involved in offering comprehensive family office management, investment services, and direct investment opportunities. Specialized advisory in real estate and mergers acquisitions is provided alongside responsible investing options. Services are tailored for high-net-worth individuals, business owners, and institutions. The focus is placed on simplifying wealth management complexities and ensuring client priorities are met across various financial sectors.
TwinFocus's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
TwinFocus offers Family Office Management, Investment Services, Direct Investments, Real Estate Advisory, and 2 more products and services.
TwinFocus operates through Twinfocus Capital Partners, Llc.