Insights

Established Expertise SixPoint Financial Partners has been operating since 2003, demonstrating long-term stability and deep industry experience which can be attractive to high-net-worth clients seeking trusted financial advisory services.

Private Client Focus The firm specializes in personalized advisory services and client care, providing opportunities to offer tailored wealth management solutions and high-end financial products to its existing and prospective clients.

Mid-sized Growth With a team of 11-50 employees and revenue between 10 and 25 million dollars, SixPoint Financial Partners presents a growth-oriented environment conducive to expanding service offerings and integrating advanced financial technologies.

Technology Adoption Utilizing tools like Salesforce and Google Tag Manager indicates an openness to digital engagement and CRM optimization, creating opportunities to introduce additional tech-driven solutions for client management and marketing.

Market Positioning Compared to industry giants handling massive client bases with revenues in the billions, SixPoint’s niche positioning allows for personalized service with potential for scalable growth within the competitive financial advisory sector.

SixPoint Financial Partners Tech Stack

SixPoint Financial Partners uses 8 technology products and services including Calendly, Salesforce, particles.js, and more. Explore SixPoint Financial Partners's tech stack below.

  • Calendly
    Appointment Scheduling
  • Salesforce
    Customer Relationship Management
  • particles.js
    Javascript Graphics
  • Node.js
    Programming Languages
  • Sqreen
    Security
  • Google Tag Manager
    Tag Management
  • Express
    Web Frameworks
  • EmbedPress
    Widgets

Media & News

SixPoint Financial Partners's Email Address Formats

SixPoint Financial Partners uses at least 1 format(s):
SixPoint Financial Partners Email FormatsExamplePercentage
FLast@sixpointfp.comJDoe@sixpointfp.com
50%
FLast@sixpointfp.comJDoe@sixpointfp.com
50%

Frequently Asked Questions

Where is SixPoint Financial Partners's headquarters located?

Minus sign iconPlus sign icon
SixPoint Financial Partners's main headquarters is located at 1169 Pittsford-victor Road Suite 120 Pittsford, New York 14534 United States. The company has employees across 1 continents, including North America.

What is SixPoint Financial Partners's official website and social media links?

Minus sign iconPlus sign icon
SixPoint Financial Partners's official website is sixpointfp.com and has social profiles on LinkedIn.

What is SixPoint Financial Partners's NAICS code?

Minus sign iconPlus sign icon
SixPoint Financial Partners's NAICS code is 52 - Finance and Insurance.

How many employees does SixPoint Financial Partners have currently?

Minus sign iconPlus sign icon
As of April 2026, SixPoint Financial Partners has approximately 16 employees across 1 continents, including North America. Key team members include Managing Partner At Sixpoint Financial Partners: D. P.Partner: M. S.Partner: C. C.. Explore SixPoint Financial Partners's employee directory with LeadIQ.

What industry does SixPoint Financial Partners belong to?

Minus sign iconPlus sign icon
SixPoint Financial Partners operates in the Financial Services industry.

What technology does SixPoint Financial Partners use?

Minus sign iconPlus sign icon
SixPoint Financial Partners's tech stack includes CalendlySalesforceparticles.jsNode.jsSqreenGoogle Tag ManagerExpressEmbedPress.

What is SixPoint Financial Partners's email format?

Minus sign iconPlus sign icon
SixPoint Financial Partners's email format typically follows the pattern of FLast@sixpointfp.com. Find more SixPoint Financial Partners email formats with LeadIQ.

SixPoint Financial Partners

Financial ServicesNew York, United States11-50 Employees

Based in Pittsford, NY, SixPoint Financial Partners is a team of professionals with an unwavering commitment to client care. Since 2003, our firm's objective has been to provide clear, concise answers to your financial questions, allowing you to make educated and informed decisions as you navigate the path toward your goals.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, SixPoint Financial Partners and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No Advisory services may be rendered by RFG Advisory unless a Client agreement is in place.

Section iconCompany Overview

Headquarters
1169 Pittsford-victor Road Suite 120 Pittsford, New York 14534 United States
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    SixPoint Financial Partners's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    SixPoint Financial Partners's revenue is estimated to be in the range of $10M$25M

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.