Insights

Growth potential Mid-sized financial services firm with revenue between 10M and 25M presents an opportunity to offer scalable technology, advisory automation, and CRM optimization to support client growth and service expansion.

Tech stack fit Existing tools such as Salesforce, WordPress, AWS, and Datadog indicate openness to cloud, CRM, and analytics enhancements; propose integrated data workflows, security hardening, and performance monitoring services.

Compliance readiness Securities and advisory services across multiple entities highlight regulatory complexity; offer simplified compliance reporting, RIA onboarding support, and FINRA/SIPC alignment solutions.

Client care emphasis Strong focus on client care and clear communication suggests opportunities for client experience improvements, onboarding optimization, and personalized advisory enablement tools.

Market positioning Positioning relative to large industry peers implies a need for competitive differentiation through digital marketing, lead generation, and scalable back-office automation to compete effectively.

Similar companies to SixPoint Financial Partners

SixPoint Financial Partners Tech Stack

SixPoint Financial Partners uses 8 technology products and services including Calendly, Amazon Web Services, WordPress, and more. Explore SixPoint Financial Partners's tech stack below.

SixPoint Financial Partners's Email Address Formats

SixPoint Financial Partners uses at least 1 email format:
SixPoint Financial Partners Email FormatsExamplePercentage
FLast@sixpointfp.comJDoe@sixpointfp.com
100%

Frequently Asked Questions

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

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

How much revenue does SixPoint Financial Partners generate?

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As of September 2026, SixPoint Financial Partners's annual revenue is estimated to be $10M - $25M.

What is SixPoint Financial Partners's NAICS code?

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SixPoint Financial Partners's NAICS code is 52 - Finance and Insurance.

How many employees does SixPoint Financial Partners have currently?

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As of September 2026, SixPoint Financial Partners has approximately 17 employees across 1 continents, including North America. Key team members include Managing Partner At Sixpoint Financial Partners: D. P., Partner: M. S. and Managing Partner At Sixpoint Financial Partners: D. P. Explore SixPoint Financial Partners's employee directory with LeadIQ.

What industry does SixPoint Financial Partners belong to?

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SixPoint Financial Partners operates in the Financial Services industry.

What technology does SixPoint Financial Partners use?

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SixPoint Financial Partners's tech stack includes Calendly, Amazon Web Services, WordPress, Salesforce, Microsoft 365, Datadog, All in One SEO and EmbedPress.

What is SixPoint Financial Partners's email format?

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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 logo

SixPoint Financial Partners

Financial ServicesNew York, United States11-50 Employees

SixPoint Financial Partners is a financial services firm based in Pittsford, New York, established to provide clear, concise answers to clients’ financial questions and help them make informed decisions aligned with their goals. The organization describes itself as a team focused on client care, delivering guidance that supports navigating financial paths and objectives over time. Securities are offered through Registered Representatives via Private Client Services, with advisory services provided by RFG Advisory, an affiliated registered investment advisor, and subject to licensing arrangements. The firm operates within the financial services industry and serves clients who seek professional financial guidance, with services offered from its Pittsford location to individuals and prospective clients aligned with regulatory requirements. A recent development noted is the existence of an associated network of advisory and private client services entities, underscoring a structured approach to both securities and advisory offerings.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

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

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