Company Profile

No.1

Fieldpoint Private

A wealth advisory and private banking firm founded in the midst of the crisis in 2008 by former CEOs of major firms including UBS, Ameritrade, and Merrill Lynch. Its mission includes reporting on all assets in one view, no matter where they are held; providing integrated service across both sides of the balance sheet; and freedom from conflict of interest that could derive from proprietary trading or in-house investment products.

3-Year Growth
754%
Industry
Financial Services
Location
Greenwich, Connecticut
Leadership
Robert S. Matthews
Year Founded
2008
Company Size
51-200 employees
Inc. 5000 Rankings
No. 507 (2012)
Data as of Publication on Aug. 11, 2020