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OnePoint BFG Logo
OnePoint BFG Growth Score
91
CB Rank
101546
Heat Score
76
OnePoint BFG offers individuals, families & business owners independent financial planning & wealth management advice.
Founded
obfuscation
PrivatePrivate Equity Fairfield, New Jersey, United States101-250 www.onepointbfg.com
Finance
Financial Services
Professional Services
Overview

OnePoint BFG
Growth Score
91
Heat Score
76

Growth Score91
5 pts
in past quarter
Heat Score 76
5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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+4 more milestones
See more interactive data and historical milestones on desktop for the best experience

About OnePoint BFG

CB Rank
101546
OnePoint BFG offers individuals, families & business owners independent financial planning & wealth management advice.
Founded
obfuscation
PrivatePrivate Equity Fairfield, New Jersey, United States101-250 www.onepointbfg.com
Finance
Financial Services
Professional Services

Funding Rounds

Private Equity
OBF
in
obfuscation

Key People

  • Photo of Sam Cari
    Sam Cari: Chief Strategy Officer
    Past Role: NorthRock Partners, Chief Legal Officer
  • Photo of Carlos Noriega
    Carlos Noriega: Executive Director of Advisor Solutions
    Past Role: Morgan Stanley, Executive Director, Digital VEA Desk

Details

Legal Name OnePoint BFG
Operating Status Active
Company Type For Profit
About the Company
OnePoint BFG offers individuals, families & business owners independent financial planning & wealth management advice.
Phone Number 973.575.4180
Predictions & Insights

Growth Insight

See this Growth Insight
OnePoint BFG is
Lorem
 to be growing
Top Contributing Factors
Market Share Expansion

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Financial Planning and Wealth Management
Provides personalized financial planning and wealth management advice to individuals, families, and business owners to help them achieve their financial goals.
Corporate Executive Financial Planning
Specialized financial planning and wealth management services designed for corporate executives, focusing on retirement planning and executive compensation strategies.

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Financials

Company Funding

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity

Funding Rounds

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity
obfuscation
Private Equity Round - OnePoint BFG Logo
Private Equity Round - OnePoint BFG
1
obfuscation
Rise Growth PartnersPrivate Equity

Investors

Investments

Number of Acquisitions 3

Investment Breakdown

Number of Acquisitions 3
Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Employee Profiles 6 Board Members and Advisors 2

Employee Profiles

Board Members and Advisors

News

News and Press

News•May 12, 2026
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News•May 7, 2026
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News•May 5, 2026
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News•May 5, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,847
-70.6%
 in past month

IT Spend

$186.6KThis year, OnePoint BFG is projected to spend $186.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Accent Technologies Logo
Accent Technologies
96
Okta (OKTA) Logo
Okta (OKTA)
96
ServiceNow Logo
ServiceNow
94

Active Website Tech Count

2OnePoint BFG is actively using 2 technologies for its website, according to BuiltWith. These include Organization Schema and  Vimeo.

Total IP

2OnePoint BFG has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?
Voyage Wealth Architects Logo
Voyage Wealth ArchitectsSubsidiary
Frequently Asked Questions

Where is OnePoint BFG's headquarters? OnePoint BFG is located in Fairfield, New Jersey, United States.Who invested in OnePoint BFG? OnePoint BFG is funded by Rise Growth Partners.When was the last funding round for OnePoint BFG? OnePoint BFG closed its last funding round on
obfuscation
from a Private Equity round.Who are OnePoint BFG's competitors? Alternatives and possible competitors to OnePoint BFG may include Creative Planning, JP Morgan, and  Mercer Advisors.
Who We Are
What We Do
Helpful Links
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