Insights

Sustainability Focus Independence Point Advisors has a strategic emphasis on the energy transition and sustainability sectors, presenting opportunities to offer specialized ESG and clean energy investment solutions tailored to their evolving client interests.

Growth Initiatives Recent hires and partnerships, including collaborations with Walmart and new leadership in energy and power sectors, indicate an expansion-driven approach which could benefit from targeted investment banking, advisory services, and strategic alliance offerings.

Diverse Expertise With a women-owned status and a diverse team of former bankers, traders, and board members, the firm values differentiated advice, opening prospects for customized financial products and consultancy services that emphasize inclusivity and innovation.

Mid-Market Engagement Generating revenue between 10 to 25 million dollars and competing with firms like Focus Financial and Aspiriant suggests potential for mid-market financial solutions, including deal facilitation, capital raising, and ESG integration for comparable client profiles.

Technological Edge Utilizing cloud-based security and collaboration tools like Cloudflare and Microsoft 365, the firm demonstrates a technology-forward posture, making it suitable for offering cybersecurity, data management, and digital transformation services to support their growth.

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Independence Point Advisors Tech Stack

Independence Point Advisors uses 8 technology products and services including Cloudflare, Microsoft 365, Choices, and more. Explore Independence Point Advisors's tech stack below.

Cloudflare
Content Management System
Microsoft 365
Email
Choices
Javascript Libraries
HSTS
Security
Cloudflare Bot Management
Security
GoDaddy
Web Hosting
Apache
Web Servers
Apache HTTP Server
Web Servers

Media & News

Independence Point Advisors's Email Address Formats

Independence Point Advisors uses at least 1 format(s):

Independence Point Advisors Email Formats	Example	Percentage
First@independencepoint.com	John@independencepoint.com	46%
FLast@independencepoint.com	JDoe@independencepoint.com	4%
First@independencepoint.com	John@independencepoint.com	46%
FLast@independencepoint.com	JDoe@independencepoint.com	4%

Frequently Asked Questions

Where is Independence Point Advisors's headquarters located?

Independence Point Advisors's main headquarters is located at 101 Greenwich Street, Suite 1202 New York, New York 10006, US. The company has employees across 1 continents, including North America.

What is Independence Point Advisors's official website and social media links?

Independence Point Advisors's official website is independencepoint.com and has social profiles on LinkedIn.

What is Independence Point Advisors's NAICS code?

Independence Point Advisors's NAICS code is 52211 - Commercial Banking.

How many employees does Independence Point Advisors have currently?

As of October 2025, Independence Point Advisors has approximately 35 employees across 1 continents, including North America. Key team members include Chief Operating Officer: J. S.Chief Technology Officer: J. C.Founder And Ceo: A. C. W.. Explore Independence Point Advisors's employee directory with LeadIQ.

What industry does Independence Point Advisors belong to?

Independence Point Advisors operates in the Banking industry.

What technology does Independence Point Advisors use?

Independence Point Advisors's tech stack includes CloudflareMicrosoft 365ChoicesHSTSCloudflare Bot ManagementGoDaddyApacheApache HTTP Server.

What is Independence Point Advisors's email format?

Independence Point Advisors's email format typically follows the pattern of First@independencepoint.com. Find more Independence Point Advisors email formats with LeadIQ.

When was Independence Point Advisors founded?

Independence Point Advisors was founded in 2021.

Independence Point Advisors

Q: How many employees does Independence Point Advisors have currently?

Independence Point Advisors has approximately 35 employees.

Q: What technology does Independence Point Advisors use?

Independence Point Advisors's tech stack includes HSTS, jQuery, GoDaddy, X-Content-Type-Options, Cloudflare Bot Management.

BankingUnited States11-50 Employees

Independence Point Advisors (IPA) is a women-owned investment bank headquartered in New York City, committed to delivering differentiated, high-quality advice that leverages the diversity of the team’s experience as former investment and corporate bankers, fixed-income traders, CFOs, and public board members.  IPA provides M&A, capital markets, and strategic advisory services, supporting companies throughout their business lifecycle with a focus on the energy transition and sustainability sectors.  IPA was built on the vision that diversity of thought and backgrounds lead to better client outcomes.