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Focus Financial Partners

Focus Financial Partners

New York City, New Yorkcorporate.focuspartners.com

Overview

Focus Financial Partners is a wealth management firm that invests in and builds a network of independently operated fiduciary wealth management firms, providing them with capital, operational support, and strategic resources.

Year Founded

2004

AUM

$360B

Portfolio Companies

5

Investments

Focus Financial Partners investments
CompanyDateStageLead
LuminarySep 2026Series ACo-investor
ArchSep 2025Series BCo-investor
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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Where is Focus Financial Partners based?

Focus Financial Partners is headquartered in New York City, New York, United States.

When was Focus Financial Partners founded?

Focus Financial Partners was founded in 2004.

How many portfolio companies does Focus Financial Partners have?

Focus Financial Partners has 5 portfolio companies in Caplight's dataset.

What are some companies in Focus Financial Partners's portfolio?

Recent investments visible on Caplight include Luminary, Arch, Luminary, Arch, Luminary.

What was Focus Financial Partners's most recent investment?

Focus Financial Partners's most recent investment on Caplight was in Luminary in 2026.

What sectors does Focus Financial Partners focus on?

Focus Financial Partners focuses on FinTech, FinTech, FinTech, FinTech, Real Estate & PropTech, Consumer & Commerce, Enterprise Software, Enterprise Software, Consumer & Commerce.

What company stages does Focus Financial Partners focus on?

Focus Financial Partners typically invests at the Early stage.

What is Focus Financial Partners's AUM?

Focus Financial Partners's assets under management are estimated between $100.0B and $450.0B.

Firmographic Details

HeadquartersNew York City, New York
Year Founded2004
AUM$360B

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