What departments does SagePoint Financial have?

SagePoint Financial has employees across 7 departments including Entrepreneurship, Recruiting, Marketing, Banking, Consultant.

What is the largest department at SagePoint Financial?

The largest department at SagePoint Financial is Entrepreneurship with 12 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 And Ceo: D. S., Chief Executive Officer: J. H., President: A. S., President: B. P., President: G. K..

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
501

United States Of America
500
Canada
1

Europe
3

Romania
2
Switzerland
1

SagePoint Financial's Leadership

J. H.
Chief Executive Officer
Mobile Phone
Email
D. S.
President And Ceo
Mobile Phone
Email
A. S.
President
Mobile Phone
Email
B. P.
President
Mobile Phone
Email
G. K.
President
Mobile Phone
Email
M. P.
President
Mobile Phone
Email
N. A.
President
Mobile Phone
Email
N. G.
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. D.
Partner
Mobile Phone
Email
Jun 03, 2026
M. C.
Owner
Mobile Phone
Email
Oct 23, 2024
M. M.
Partner
Mobile Phone
Email
Jun 08, 2026
M. P.
President
Mobile Phone
Email
Jun 08, 2026
N. A.
President
Mobile Phone
Email
May 01, 2025
N. G.
President
Mobile Phone
Email
Oct 23, 2024
P. M.
Partner
Mobile Phone
Email
Oct 22, 2024
R. C.
Owner
Mobile Phone
Email
Oct 16, 2024
R. G.
Founder And Owner
Mobile Phone
Email
Jul 07, 2024
R. M.
President
Mobile Phone
Email
Jul 15, 2025

Frequently Asked Questions

What is SagePoint Financial known for?

SagePoint Financial operates in the Financial Services industry; 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 July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are SagePoint Financial's key employees and leadership?

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

Chief Executive Officer: J. H.
President And Ceo: D. S.
President: A. S.
President: B. P.
President: G. K.

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SagePoint Financial Employee Directory

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