Insights

Ultra‑high‑net‑worth focus Target family offices and UHNW individuals served by Element Pointe, emphasizing bespoke fiduciary guidance, holistic reporting, and fee‑only transparency to appeal to clients seeking objective, conflict‑free financial advice.

Boutique scale Leverage the small to mid‑size team (11–50 employees) as a selling point for highly personalized service and rapid decision cycles, while identifying scalable digital tools to support growth without compromising client intimacy.

Growth potential Capitalize on revenue range and recent expansions in service capabilities by offering differentiated comprehensive family office solutions, including governance, legacy planning, and centralized reporting to attract clients seeking integrated wealth management.

Compliance and trust Emphasize SEC‑registered investment adviser status and strong compliance leadership (Chief Compliance Officer) to reassure prospective clients about regulatory rigor, risk management, and fiduciary standards.

Technology enablement Position as a tech‑savvy firm with the existing stack (Salesforce, WordPress, DocuSign, Shopify, Hotjar) to streamline onboarding, reporting, and client portals, while offering targeted digital enhancements to improve client experience and efficiency.

Element Pointe Family Office Tech Stack

Element Pointe Family Office uses 8 technology products and services including Hotjar, WordPress, Salesforce, and more. Explore Element Pointe Family Office's tech stack below.

Hotjar

Analytics

WordPress

Content Management System

Salesforce

Customer Relationship Management

Shopify

E-commerce

Lightbox

Javascript Libraries

DocuSign

Miscellaneous

Microsoft Office

Office Suites

Apache

Web Servers

Element Pointe Family Office Email Formats	Example	Percentage
FLast@elementpointe.com	JDoe@elementpointe.com	57%
First.Last@elementpointe.com	John.Doe@elementpointe.com	21%
First@elementpointe.com	John@elementpointe.com	22%

Element Pointe Family Office Email Formats

Example

Percentage

FLast@elementpointe.com

JDoe@elementpointe.com

57%

First.Last@elementpointe.com

John.Doe@elementpointe.com

21%

First@elementpointe.com

John@elementpointe.com

22%

Frequently Asked Questions

What is Element Pointe Family Office's phone number?

You can contact Element Pointe Family Office's main corporate office by phone at

+1-786-655-****

. 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 Element Pointe Family Office's official website and social media links?

Element Pointe Family Office's official website is elementpointe.com and has social profiles on LinkedIn.

How much revenue does Element Pointe Family Office generate?

As of October 2026, Element Pointe Family Office's annual revenue is estimated to be $25M - $50M.

What is Element Pointe Family Office's NAICS code?

Element Pointe Family Office's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Element Pointe Family Office have currently?

As of October 2026, Element Pointe Family Office has approximately 10 employees across 1 continents, including North America. Key team members include Client Service Manager: J. R., Investment Analyst: A. C. and Client Service Associate: L. B. Explore Element Pointe Family Office's employee directory with LeadIQ.

What industry does Element Pointe Family Office belong to?

Element Pointe Family Office operates in the Investment Management industry.

What technology does Element Pointe Family Office use?

Element Pointe Family Office's tech stack includes Hotjar, WordPress, Salesforce, Shopify, Lightbox, DocuSign, Microsoft Office and Apache.

What is Element Pointe Family Office's email format?

Element Pointe Family Office's email format typically follows the pattern of FLast@elementpointe.com. Find more Element Pointe Family Office email formats with LeadIQ.

When was Element Pointe Family Office founded?

Element Pointe Family Office was founded in 2016.

Element Pointe Family Office

Q: How many employees does Element Pointe Family Office have currently?

Element Pointe Family Office has approximately 10 employees.

Q: What technology does Element Pointe Family Office use?

Element Pointe Family Office's tech stack includes JSON-LD, Varnish, Salesforce, Microsoft Word, Google Tag Manager.

Q: What is Element Pointe Family Office's NAICS code?

Element Pointe Family Office's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementFlorida, United States2-10 Employees

Element Pointe Family Office is an independent wealth management firm serving ultra-high-net-worth families with customized financial guidance, investment management, and holistic reporting. Operating on a fee-only basis, the firm aims to deliver objective, balanced advice aligned with clients' goals and emphasizes durable relationships over transactional work. The firm is based in Miami, Florida, and is registered as a U.S. SEC investment adviser.

The firm positions itself as a partner for wealthy families, helping them navigate important financial and investment matters to build a secure future and enduring legacy. Its services are characterized by highly tailored guidance and comprehensive reporting, delivered within an independent, client-focused framework. The organization notes it has been operating for nearly a decade and is headquartered in Miami, while clarifying that tax or legal advice is outside its scope.

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