What departments does SagePoint Financial have?

SagePoint Financial has employees across 5 departments including Recruiting, Operations, Marketing, Administrative, Consultant.

What is the largest department at SagePoint Financial?

The largest department at SagePoint Financial is Recruiting with 2 employees.

Where are SagePoint Financial employees located globally?

SagePoint Financial has employees across 2 continents and 4 countries including Romania, Switzerland, United States Of America, Canada.

How has SagePoint Financial's team size changed over time?

SagePoint Financial's team has decreased from approximately 185 to 160 employees based on available data.

SagePoint Financial Employee Directory

Q: Who are SagePoint Financial's key employees and leadership?

SagePoint Financial's key employees include: President & Ceo: J. A., Chief Executive Officer: J. H., Vice President Of Recruiting: J. J. C., President: A. S., President: B. P..

Financial ServicesArizona, United States51-200 Employees

SagePoint Financial operates as a registered broker-dealer and registered investment adviser within the financial services sector. Based in Phoenix, Arizona, the company brings roughly four decades of experience serving independent financial professionals. It is a member of FINRA and SIPC and is part of one of the largest networks of independent advisors in America, offering resources while maintaining flexibility and collaboration for its business partners.

Its target customers are independent financial advisors and advisory firms seeking adaptable solutions and evolving technologies to support their businesses. A notable recent development is the February 2021 appointment of Desireé Sii as President and CEO.

SagePoint Financial Global Highlights

North America
504

United States Of America
503
Canada
1

Europe
3

Romania
2
Switzerland
1

SagePoint Financial's Leadership

J. H.
Chief Executive Officer
Mobile Phone
Email
J. J. C.
Vice President Of Recruiting
Mobile Phone
Email
J. A.
President & Ceo
Mobile Phone
Email
A. S.
President
Mobile Phone
Email
B. P.
President
Mobile Phone
Email
D. S.
President And Ceo
Mobile Phone
Email
G. K.
President
Mobile Phone
Email
M. P.
President
Mobile Phone
Email

SagePoint Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Recruiting
Business
Other

Contact profiles from SagePoint Financial

Name

Title

Contact Info

Location

Last Update

J. A.
President & Ceo
Mobile Phone
Email
United States
Apr 14, 2026
A. S.
President
Mobile Phone
Email
Jul 07, 2024
B. P.
President
Mobile Phone
Email
Oct 17, 2024
C. J.
Owner
Mobile Phone
Email
Oct 18, 2024
C. T.
Owner
Mobile Phone
Email
Oct 23, 2024
D. K.
Owner
Mobile Phone
Email
Oct 18, 2024
D. H.
Owner
Mobile Phone
Email
Oct 16, 2024
D. S.
President And Ceo
Mobile Phone
Email
Oct 18, 2024
E. M.
Owner
Mobile Phone
Email
Oct 21, 2024
G. K.
President
Mobile Phone
Email
Feb 16, 2024

Frequently Asked Questions

What is SagePoint Financial known for?

SagePoint Financial operates in the Financial Services industry. The company's main headquarters is located in 2800 North Central Avenue Suite 2100 Phoenix, Arizona 85004 United States; you can contact the main corporate office by phone at

+1-949-336-****

. Explore SagePoint Financial's company overview page for more information.

What is SagePoint Financial's most common email format?

SagePoint Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SagePoint Financial email formats with LeadIQ.

How many employees does SagePoint Financial have currently?

SagePoint Financial has approximately 156 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are SagePoint Financial's key employees and leadership?

As of May 2026, SagePoint Financial's key employees include:

Chief Executive Officer: J. H.
Vice President Of Recruiting: J. J. C.
President & Ceo: J. A.
President: A. S.
President: B. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

SagePoint Financial Employee Directory

Find SagePoint Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead