Insights

Acquisition Opportunity BluePointe Capital Management was acquired by Lido Advisors for $29 billion, indicating a strategic interest in expanding wealth management capabilities and diversified client services, presenting an opportunity for complementary service providers catering to large-scale mergers or acquisitions.

Niche Market Focus With a specialized focus on high-net-worth entrepreneurs and top executives, BluePointe offers personalized investment strategies, suggesting a potential for premium financial technology or advisory solutions tailored to ultra-high-net-worth client needs.

Growth Potential Despite being a small firm with revenue ranging from $1 million to $10 million, BluePointe's recent acquisition signals growth appetite and expansion possibilities, making it an attractive partner for scalable wealth management technology or back-office solutions.

Technology & Innovation BluePointe has received the Technology Entrepreneur of the Year Award, highlighting their commitment to innovative technological solutions, which could open doors for tech vendors offering cutting-edge financial analytics, automation tools, or client engagement platforms.

High-End Client Services The firm’s focus on issues like generational wealth transfer, tax minimization, and concentrated stock strategies indicates opportunities for luxury financial planning services, estate planning solutions, and specialized tax advisory firms targeting high-net-worth individuals.

BluePointe Capital Management Tech Stack

BluePointe Capital Management uses 8 technology products and services including jsDelivr, cdnjs, Element UI, and more. Explore BluePointe Capital Management's tech stack below.

  • jsDelivr
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • Element UI
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • Adobe Fonts
    Web Fonts
  • AddToAny
    Widgets

BluePointe Capital Management's Email Address Formats

BluePointe Capital Management uses at least 1 format(s):
BluePointe Capital Management Email FormatsExamplePercentage
First@bluepointecapital.comJohn@bluepointecapital.com
46%
First.Last@bluepointecapital.comJohn.Doe@bluepointecapital.com
4%
FirstLast@bluepointecapital.comJohnDoe@bluepointecapital.com
4%
First@bluepointecapital.comJohn@bluepointecapital.com
46%

Frequently Asked Questions

What is BluePointe Capital Management's phone number?

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You can contact BluePointe Capital Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BluePointe Capital Management's official website and social media links?

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BluePointe Capital Management's official website is bluepointecapital.com and has social profiles on LinkedIn.

What is BluePointe Capital Management's SIC code NAICS code?

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BluePointe Capital Management's SIC code is 9999 - Nonclassifiable Establishments NAICS code is 5239 - Other Financial Investment Activities.

How many employees does BluePointe Capital Management have currently?

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As of December 2025, BluePointe Capital Management has approximately 6 employees across 1 continents, including North America. Key team members include Owner: M. O.Office Mger: J. V.Office Manager: L. Y.. Explore BluePointe Capital Management's employee directory with LeadIQ.

What industry does BluePointe Capital Management belong to?

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BluePointe Capital Management operates in the Investment Management industry.

What technology does BluePointe Capital Management use?

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BluePointe Capital Management's tech stack includes jsDelivrcdnjsElement UISwiperreCAPTCHABootstrapAdobe FontsAddToAny.

What is BluePointe Capital Management's email format?

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BluePointe Capital Management's email format typically follows the pattern of First@bluepointecapital.com. Find more BluePointe Capital Management email formats with LeadIQ.

When was BluePointe Capital Management founded?

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BluePointe Capital Management was founded in 2006.

BluePointe Capital Management

Investment ManagementCalifornia, United States2-10 Employees

BluePointe Capital Management is an SEC-registered independent advisory firm located in Menlo Park, CA. 

We function as the personal wealth manager for each of our clients and serve as their primary resource for financial decision-making. 

We specialize in helping successful entrepreneurs expand their success into the realm of investments by developing investment strategies suited to each client's respective goals and needs. Our team of experts concentrates on the financial challenges facing top executives and explores solutions for issues such as generational wealth transfer and tax minimization, as well as hedging and monetization strategies for concentrated stock positions.  

We limit our practice to a small number of relationships with the ultimate goal of maintaining a high level of personalized professional service. 

The information on our social media channels does not constitute a solicitation of investment advisory services. Any views expressed by BluePointe are for information purposes only and should not be considered investment advice.  

BluePointe comments, opinions and analysis are rendered as of the date given and may change without notice. No material posted by BluePointe is intended as a complete analysis of every material fact regarding any market, industry, investment or strategy.

BluePointe does not endorse any comments that are posted and BluePointe's deletion of any comment should not be understood to be an approval of those comments and content that are not deleted. Opinions posted on our page do not necessarily represent the views of BluePointe. Third-party posts should not be considered endorsements of, or a positive reflection of, BluePointe investment advisory services.

For disclosures click here: https://www.bluepointecapital.com/disclosures

Section iconCompany Overview

Phone number
SIC Code
9999 - Nonclassifiable Establishments
NAICS Code
5239 - Other Financial Investment Activities
Founded
2006
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    BluePointe Capital Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    BluePointe Capital Management's revenue is estimated to be in the range of $1M$10M

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