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Insights

Diverse Expertise Advantage Independence Point Advisors differentiates itself through its diverse team of experts with backgrounds ranging from equity investors to ESG consultants. This rich variety of experience allows IPA to offer innovative and tailored solutions to clients across various industries.

High-Touch Client Experience IPA prides itself on providing a high-touch experience to clients, acting as a collaborative partner rather than just a service provider. This personalized approach fosters strong client relationships and positions IPA as a trusted advisor, creating opportunities for long-term partnerships and repeat business.

Strategic Advisory Services With a focus on M&A, capital markets, and strategic advisory services, Independence Point Advisors offers a comprehensive suite of financial solutions to address the evolving needs of businesses. This breadth of services enables IPA to engage with clients at various stages of their growth cycles, presenting opportunities for targeted sales efforts.

Tech-Enabled Operations By leveraging a tech stack comprising Cloudflare, Google Maps, and Apache, IPA demonstrates a commitment to technology-driven operations. This technological edge not only enhances operational efficiency but also signals to tech-savvy clients that IPA can deliver modern and streamlined solutions, potentially attracting businesses seeking innovative financial partners.

Opportunity in Market Expansion Given the competitive landscape with players like Focus Financial Partners and Edelman Financial Engines, there is an opportunity for Independence Point Advisors to strategically expand its market presence. By analyzing the gaps in service offerings and geographical reach of competitors, IPA can identify underserved segments and regions to target for sales growth and market penetration.

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Independence Point Advisors Tech Stack

Independence Point Advisors uses 8 technology products and services including Cloudflare, Google Font API, jQuery, and more. Explore Independence Point Advisors's tech stack below.

  • Cloudflare
    Content Management System
  • Google Font API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Cloudflare Bot Management
    Security
  • HSTS
    Security
  • 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 FormatsExamplePercentage
First@independencepoint.comJohn@independencepoint.com
46%
FLast@independencepoint.comJDoe@independencepoint.com
4%
First@independencepoint.comJohn@independencepoint.com
46%
FLast@independencepoint.comJDoe@independencepoint.com
4%

Frequently Asked Questions

Where is Independence Point Advisors's headquarters located?

Minus sign iconPlus sign iconIndependence Point Advisors's main headquarters is located at 101 Greenwich Street Suite 1202 New York, New York 10006 US. The company has employees across 2 continents, including North AmericaAsia.

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

Minus sign iconPlus sign iconIndependence Point Advisors's official website is independencepoint.com and has social profiles on LinkedIn.

How much revenue does Independence Point Advisors generate?

Minus sign iconPlus sign icon As of October 2024, Independence Point Advisors's annual revenue reached $1.8M.

What is Independence Point Advisors's NAICS code?

Minus sign iconPlus sign iconIndependence Point Advisors's NAICS code is 52211 - Commercial Banking.

How many employees does Independence Point Advisors have currently?

Minus sign iconPlus sign iconAs of October 2024, Independence Point Advisors has approximately 35 employees across 2 continents, including North AmericaAsia. Key team members include Chief Operating Officer: J. S.Chief Technology Officer: J. C.Chief Of Staff: D. M.. Explore Independence Point Advisors's employee directory with LeadIQ.

What industry does Independence Point Advisors belong to?

Minus sign iconPlus sign iconIndependence Point Advisors operates in the Banking industry.

What technology does Independence Point Advisors use?

Minus sign iconPlus sign iconIndependence Point Advisors's tech stack includes CloudflareGoogle Font APIjQueryGoogle MapsCloudflare Bot ManagementHSTSApacheApache HTTP Server.

What is Independence Point Advisors's email format?

Minus sign iconPlus sign iconIndependence Point Advisors's email format typically follows the pattern of . Find more Independence Point Advisors email formats with LeadIQ.

When was Independence Point Advisors founded?

Minus sign iconPlus sign iconIndependence Point Advisors was founded in 2021.
Independence Point Advisors

Independence Point Advisors

BankingNew York, United States11-50 Employees

Independence Point Advisors ("IPA") is a purpose-built modern investment bank and advisory firm that embraces the notion that diverse expertise and life experiences leads to better client outcomes. IPA provides M&A, capital markets, and strategic advisory services. With backgrounds as equity investors, CFOs, investors, board members, ESG consultants, fixed income traders, attorneys, corporate and investment bankers, IPA provides clients a high-touch experience and a collaborative partner.

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Section iconCompany Overview

Headquarters
101 Greenwich Street Suite 1202 New York, New York 10006 US
Website
independencepoint.com
NAICS Code
52211 - Commercial Banking
Founded
2021
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Independence Point Advisors's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Independence Point Advisors's revenue is in the range of $10M

Company Leadership

Employee Directory

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