Insights

Client Segments Target mid to large wealth-advisory networks and family offices that require tailored investment solutions and risk-managed strategies, highlighting Fort Point Capital Partners' expertise in options-enhanced risk management as a differentiator for sophisticated and risk-aware clients.

Strategic Partnerships Position Fort Point as a partner for outsourced investment solutions and white-label advisory services to independent advisors, tax and estate planning firms, and institutions seeking scalable investment capabilities with robust risk controls.

Digital Enablement Leverage the firm’s technology stack ( Salesforce, Microsoft 365, Google Cloud, WordPress ) to offer integrated client portals, CRM-driven policy administration, and white-labeled marketing and content services to potential B2B clients.

Geographic Expansion Explore business development opportunities in major financial hubs beyond San Francisco, with targeted outreach in New York and Los Angeles to capitalize on existing offices and local networks for cross-selling of advisory and asset-management capabilities.

AUM Growth Levers Highlight steady revenue range and potential for scale through additional discretionary and non-discretionary assets under management by showcasing performance, risk management capabilities, and client case studies to attract Family Offices and institutional funnels.

Fort Point Capital Partners Tech Stack

Fort Point Capital Partners uses 8 technology products and services including WordPress, Salesforce, Shopify, and more. Explore Fort Point Capital Partners's tech stack below.

WordPress
Content Management System
Salesforce
Customer Relationship Management
Shopify
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
jQuery
Javascript Libraries
Adobe Creative Suite
Visualisation Software
Nginx
Web Servers

Media & News

Fort Point Capital Partners's Email Address Formats

Fort Point Capital Partners uses at least 4 email formats:

Fort Point Capital Partners Email Formats	Example	Percentage
FL@fortpointcap.com	JD@fortpointcap.com	49%
FLast@fortpointcap.com	JDoe@fortpointcap.com	29%
First@fortpointcap.com	John@fortpointcap.com	20%
First.Last@fortpointcap.com	John.Doe@fortpointcap.com	2%

Frequently Asked Questions

What is Fort Point Capital Partners's phone number?

You can contact Fort Point Capital Partners's main corporate office by phone at

+1-415-625-****

. 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 Fort Point Capital Partners's official website and social media links?

Fort Point Capital Partners's official website is fortpointcap.com and has social profiles on LinkedIn.

How much revenue does Fort Point Capital Partners generate?

As of August 2026, Fort Point Capital Partners's annual revenue is estimated to be $50M - $100M.

What is Fort Point Capital Partners's NAICS code?

Fort Point Capital Partners's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Fort Point Capital Partners have currently?

As of August 2026, Fort Point Capital Partners has approximately 35 employees across 1 continents, including North America. Key team members include Managing Partner: J. W. and Director Of Business Development: K. M. Explore Fort Point Capital Partners's employee directory with LeadIQ.

What industry does Fort Point Capital Partners belong to?

Fort Point Capital Partners operates in the Investment Management industry.

What technology does Fort Point Capital Partners use?

Fort Point Capital Partners's tech stack includes WordPress, Salesforce, Shopify, Microsoft 365, Google Cloud, jQuery, Adobe Creative Suite and Nginx.

What is Fort Point Capital Partners's email format?

Fort Point Capital Partners's email format typically follows the pattern of FL@fortpointcap.com. Find more Fort Point Capital Partners email formats with LeadIQ.

When was Fort Point Capital Partners founded?

Fort Point Capital Partners was founded in 2008.

Fort Point Capital Partners

Q: How many employees does Fort Point Capital Partners have currently?

Fort Point Capital Partners has approximately 35 employees.

Q: What technology does Fort Point Capital Partners use?

Fort Point Capital Partners's tech stack includes Really Simple Discovery, Adobe, Sitelinks Search Box, ScrollReveal, Google Hosted Libraries.

Q: What is Fort Point Capital Partners's NAICS code?

Fort Point Capital Partners's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States11-50 Employees

Fort Point Capital Partners operates in the investment management sector as a registered investment adviser with the U.S. Securities and Exchange Commission. The firm crafts customized investment strategies for individuals, wealth advisory firms, family offices, and institutions. It employs options-based risk management techniques to help clients pursue defined outcomes.

Founded in 2008 and based in San Francisco, the firm also maintains offices in New York City and Los Angeles. It operates with a small to mid-sized profile within the investment management industry.