Focused Wealth Management - Crunchbase Company Profile & Funding

Overview

Focused Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

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About Focused Wealth Management

CB Rank

1990783

Focused Wealth Management offers financial and retirement planning, asset protection and management services.

Founded

obfuscation

Private

Newburgh, New York, United States

11-50

focusedwealthmgmt.com/

Advice

Asset Management

Financial Services

Retirement

Wealth Management

Details

Operating Status

Active

Company Type

For Profit

Phone Number

+1-845-691-4035

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Portfolio Construction and Risk Management

Focused Wealth Management designs and manages client portfolios with a focus on portfolio construction and risk management, considering cost and tax efficiency.

Investment Product and Manager Selection

The firm conducts quarterly selection and monitoring of investment products and managers through a committee of investment professionals.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Contacts

News

News and Press

News•

Jan 21, 2025

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

IT Spend

$113.1K

This year,

Focused Wealth Management

is projected to spend

$113.1K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Nvidia Corporation	100
Consumption Forecasting	93
Charles River	87

Actively Used Products

Focused Wealth Management

uses

technology products and services including

HTML5

F5 NGINX

, and

Vimeo

, according to G2 Stack.

Active Website Tech Count

Focused Wealth Management

is actively using

technologies for its website, according to BuiltWith. These include

DNSSEC

Amazon

, and

CommonCrawl Top 10m

Lists Featuring This Company

Retirement Companies With Fewer Than 50 Employees (Top 10K)

9,757 Number of Organizations • $4.5B Total Funding Amount • 396 Number of Investors

Northeastern US Retirement Companies

2,760 Number of Organizations • $19.3B Total Funding Amount • 180 Number of Investors

Greater New York Area Financial Services Companies (Top 10K)

9,851 Number of Organizations • $290.9B Total Funding Amount • 7,891 Number of Investors

Northeastern US Wealth Management Companies

3,586 Number of Organizations • $41.6B Total Funding Amount • 635 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Focused Wealth Management

's headquarters?

Focused Wealth Management

is located in

Newburgh, New York, United States