Insights

Strategic Acquisition The recent acquisition of Spahn Financial Partners positions OnePoint BFG Wealth Partners as a growth-oriented firm expanding its service capabilities and client base, indicating potential opportunities for technology integration and cross-selling of advisory services.

Capacity for Growth With a revenue range of 100 to 250 million and a workforce of up to 200 employees, the firm demonstrates scalability and capacity for expanding service offerings, making it a promising target for scalable financial technology solutions and enhanced operational support.

Client-Centric Approach The company emphasizes personal, lifelong relationships with clients, suggesting a focus on tailored financial solutions and relationship management technologies that can support high-touch engagement and retention efforts.

Market Positioning Similar companies of comparable size and revenue, such as Focus Financial Partners and Mission Wealth, indicate a competitive landscape receptive to innovative advisory tools, digital marketing platforms, and client engagement solutions to strengthen market positioning.

Technology Stack The use of advanced analytics tools like Google Analytics and Cloudflare indicates openness to adopting innovative digital solutions, presenting opportunities for proposing enhanced client data analytics, cybersecurity, and digital experience platforms to support growth.

OnePoint BFG Wealth Partners Tech Stack

OnePoint BFG Wealth Partners uses 8 technology products and services including HubSpot Content Hub, jQuery, FancyBox, and more. Explore OnePoint BFG Wealth Partners's tech stack below.

  • HubSpot Content Hub
    Content Management System
  • jQuery
    Javascript Libraries
  • FancyBox
    Javascript Libraries
  • Goober
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • HTTP/3
    Web & Portal Technology
  • Google Analytics
    Web Analytics

OnePoint BFG Wealth Partners's Email Address Formats

OnePoint BFG Wealth Partners uses at least 2 format(s):
OnePoint BFG Wealth Partners Email FormatsExamplePercentage
First.Last@bleakley.comJohn.Doe@bleakley.com
74%
Last@bleakley.comDoe@bleakley.com
14%
FLast@bleakley.comJDoe@bleakley.com
9%
First@bleakley.comJohn@bleakley.com
1%
First.Middle@bleakley.comJohn.Michael@bleakley.com
1%
Fir.Last@bleakley.comJoh.Doe@bleakley.com
1%
LastF@bit.lyDoeJ@bit.ly
86%
First.Last@bit.lyJohn.Doe@bit.ly
10%
First@bit.lyJohn@bit.ly
3%
Last@bit.lyDoe@bit.ly
1%

Frequently Asked Questions

Where is OnePoint BFG Wealth Partners's headquarters located?

Minus sign iconPlus sign icon
OnePoint BFG Wealth Partners's main headquarters is located at 300 Kimball Drive Suite 310 Parsippany, New Jersey United States. The company has employees across 2 continents, including North AmericaAsia.

What is OnePoint BFG Wealth Partners's phone number?

Minus sign iconPlus sign icon
You can contact OnePoint BFG Wealth Partners'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 OnePoint BFG Wealth Partners's stock symbol?

Minus sign iconPlus sign icon
OnePoint BFG Wealth Partners is a publicly traded company; the company's stock symbol is N/A.

What is OnePoint BFG Wealth Partners's official website and social media links?

Minus sign iconPlus sign icon
OnePoint BFG Wealth Partners's official website is bit.ly and has social profiles on LinkedIn.

How much revenue does OnePoint BFG Wealth Partners generate?

Minus sign iconPlus sign icon
As of February 2026, OnePoint BFG Wealth Partners's annual revenue is estimated to be $12B.

What is OnePoint BFG Wealth Partners's NAICS code?

Minus sign iconPlus sign icon
OnePoint BFG Wealth Partners's NAICS code is 52 - Finance and Insurance.

How many employees does OnePoint BFG Wealth Partners have currently?

Minus sign iconPlus sign icon
As of February 2026, OnePoint BFG Wealth Partners has approximately 178 employees across 2 continents, including North AmericaAsia. Key team members include Chief Risk Officer & General Counsel, Executive Committee: R. Z.Chief Investment Officer: P. B.Chief Growth Officer: A. R.. Explore OnePoint BFG Wealth Partners's employee directory with LeadIQ.

What industry does OnePoint BFG Wealth Partners belong to?

Minus sign iconPlus sign icon
OnePoint BFG Wealth Partners operates in the Financial Services industry.

What technology does OnePoint BFG Wealth Partners use?

Minus sign iconPlus sign icon
OnePoint BFG Wealth Partners's tech stack includes HubSpot Content HubjQueryFancyBoxGooberCloudflare Bot ManagementGoogle Tag ManagerHTTP/3Google Analytics.

What is OnePoint BFG Wealth Partners's email format?

Minus sign iconPlus sign icon
OnePoint BFG Wealth Partners's email format typically follows the pattern of First.Last@bleakley.com. Find more OnePoint BFG Wealth Partners email formats with LeadIQ.

When was OnePoint BFG Wealth Partners founded?

Minus sign iconPlus sign icon
OnePoint BFG Wealth Partners was founded in 1984.

OnePoint BFG Wealth Partners

Financial ServicesNew Jersey, United States51-200 Employees

Ascend Beyond Wealth.

Realize next level success with a financial relationship built for life.

Our new name says it all: OnePoint. We exist for a single, clear purpose, which is to truly understand what matters most to you and then deliver on it. At the heart of everything we do are the genuinely personal connections to our clients—they’re the foundation of our firm and the anchor for every service we provide.

OnePoint advisors are known for forging personal and lifelong relationships that extend far beyond money and portfolio management. In fact, they become the first call for many of life’s important decisions. When clients are ready to take their wealth, and their life, to the next level, we are the one point of contact to help them get there.



Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.

OnePoint BFG often uses Artificial Intelligence (“AI”) in the generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination. This communication has been provided for general informational and discussion purposes only, and should not be considered as investment, legal or tax advice or as a recommendation. OnePoint BFG does not represent any third-party information used as its own. Please contact your legal counsel or tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein.

Section iconCompany Overview

Headquarters
300 Kimball Drive Suite 310 Parsippany, New Jersey United States
Phone number
Website
bit.ly
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    OnePoint BFG Wealth Partners's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    OnePoint BFG Wealth Partners'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.