Insights

Strategic Mergers Focus Partners Advisor Solutions recently merged with Churchill Management Group, indicating an active growth strategy through acquisitions that expand their client base and service capabilities within the wealth management sector.

Investment Activities The company's recent investments in assets such as Personalis and Five Below suggest an openness to strategic portfolio expansion, providing potential opportunities to introduce tailored investment solutions or fund management services.

Robust Revenue With revenue estimates ranging from 100 million to 250 million dollars, Focus Partners demonstrates strong financial health, enabling additional investments in technology, services, and potential targeted marketing campaigns.

Technology Infrastructure Utilizing advanced tech stacks including Microsoft 365, Google Cloud, and HubSpot, the firm has a solid digital foundation that could benefit from further automation and CRM enhancements to streamline client engagement and operational efficiency.

Market Positioning Operating in a competitive landscape with similar firms of comparable size, Focus Partners' emphasis on personalized services and scalable solutions positions them well for growth, making them a strategic partner for firms seeking to enhance advisory support and back-office management.

Focus Partners Advisor Solutions Tech Stack

Focus Partners Advisor Solutions uses 8 technology products and services including Microsoft 365, Google Cloud, HubSpot, and more. Explore Focus Partners Advisor Solutions's tech stack below.

  • Microsoft 365
    Email
  • Google Cloud
    Infrastructure As A Service
  • HubSpot
    Marketing Automation
  • DocuSign
    Miscellaneous
  • Lua
    Programming Languages
  • GoDaddy
    Web Hosting
  • OpenResty
    Web Servers
  • Nginx
    Web Servers

Focus Partners Advisor Solutions's Email Address Formats

Focus Partners Advisor Solutions uses at least 2 format(s):
Focus Partners Advisor Solutions Email FormatsExamplePercentage
FLast@loringward.comJDoe@loringward.com
76%
Last@loringward.comDoe@loringward.com
5%
F-Last@loringward.comJ-Doe@loringward.com
3%
FirstLast@loringward.comJohnDoe@loringward.com
2%
Last.First@loringward.comDoe.John@loringward.com
2%
LastFirst@loringward.comDoeJohn@loringward.com
3%
LFirst@loringward.comDJohn@loringward.com
2%
F_Last@loringward.comJ_Doe@loringward.com
1%
F.Last@loringward.comJ.Doe@loringward.com
2%
LastFir@loringward.comDoeJoh@loringward.com
1%
FirstMiddleLast@loringward.comJohnMichaelDoe@loringward.com
1%
First_L@loringward.comJohn_D@loringward.com
1%
FiLast@loringward.comJoDoe@loringward.com
1%
FLast@focuspartners.comJDoe@focuspartners.com
81%
Last@focuspartners.comDoe@focuspartners.com
17%
First@focuspartners.comJohn@focuspartners.com
1%
FL@focuspartners.comJD@focuspartners.com
1%

Frequently Asked Questions

Where is Focus Partners Advisor Solutions's headquarters located?

Minus sign iconPlus sign icon
Focus Partners Advisor Solutions's main headquarters is located at 8182 Maryland Ave, Suite 500 St. Louis, Missouri 63105, US. The company has employees across 2 continents, including North AmericaEurope.

What is Focus Partners Advisor Solutions's phone number?

Minus sign iconPlus sign icon
You can contact Focus Partners Advisor Solutions'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 Focus Partners Advisor Solutions's stock symbol?

Minus sign iconPlus sign icon
Focus Partners Advisor Solutions is a publicly traded company; the company's stock symbol is N/A.

What is Focus Partners Advisor Solutions's official website and social media links?

Minus sign iconPlus sign icon
Focus Partners Advisor Solutions's official website is focuspartners.com and has social profiles on LinkedIn.

What is Focus Partners Advisor Solutions's NAICS code?

Minus sign iconPlus sign icon
Focus Partners Advisor Solutions's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Focus Partners Advisor Solutions have currently?

Minus sign iconPlus sign icon
As of October 2025, Focus Partners Advisor Solutions has approximately 201 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer: K. G.Chief Compliance Officer And Associate General Counsel: J. Y.Vice President Of Information Technology: R. R.. Explore Focus Partners Advisor Solutions's employee directory with LeadIQ.

What industry does Focus Partners Advisor Solutions belong to?

Minus sign iconPlus sign icon
Focus Partners Advisor Solutions operates in the Investment Management industry.

What technology does Focus Partners Advisor Solutions use?

Minus sign iconPlus sign icon
Focus Partners Advisor Solutions's tech stack includes Microsoft 365Google CloudHubSpotDocuSignLuaGoDaddyOpenRestyNginx.

What is Focus Partners Advisor Solutions's email format?

Minus sign iconPlus sign icon
Focus Partners Advisor Solutions's email format typically follows the pattern of FLast@loringward.com. Find more Focus Partners Advisor Solutions email formats with LeadIQ.

When was Focus Partners Advisor Solutions founded?

Minus sign iconPlus sign icon
Focus Partners Advisor Solutions was founded in 1990.

Focus Partners Advisor Solutions

Investment ManagementUnited States201-500 Employees

Focus Partners Advisor Solutions is committed to enhancing the wealth management experience for financial advisors and their clients. While providing robust back-office management, research-driven investment models, and best practices, Focus Partners Advisor Solutions is more than a traditional TAMP, offering a competitive toolbox of comprehensive, personalized services. We strategically design scalable solutions to support every stage of a firm’s lifecycle, enabling advisors to dedicate more time and care to clients while setting a strong foundation for sustainable growth.

Section iconCompany Overview

Headquarters
8182 Maryland Ave, Suite 500 St. Louis, Missouri 63105, US
Phone number
Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Founded
1990
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    Focus Partners Advisor Solutions's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Focus Partners Advisor Solutions's revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.