Insights

Steady Growth SixPoint Financial Partners operates with 11-50 employees and revenue between 10M-25M, indicating a mid-sized, growing firm that may be looking to optimize client acquisition, expand service offerings, or scale wealth management capabilities.

Regulatory Framework Securities are offered through Private Client Services with FINRA/SIPC membership and unaffiliated advisory relationships, suggesting potential cross-sell opportunities around registered investment advisor (RIA) services, compliance enhancements, or integration of advisory platforms.

Digital Footprint Technical stack includes Node.js, Cloudflare, reCAPTCHA, and analytics, signaling appetite for digital onboarding, security improvements, and data-driven client engagement strategies to boost conversions and client experience.

Regional Focus Headquartered in Pittsford, NY with a local address, presenting a sales path to regional wealth clients and community financial planning services, as well as partnerships with nearby financial institutions or local business networks.

Partnership Potential Industry peers and competitors listed (large firms) imply SixPoint may seek scalable platforms, back-office efficiency, and technology-enabled advisory tools to compete more effectively and attract higher-net-worth clients seeking institutional-grade services.

SixPoint Financial Partners Tech Stack

SixPoint Financial Partners uses 8 technology products and services including LiteSpeed Cache, RSS, Google Fonts API, and more. Explore SixPoint Financial Partners's tech stack below.

  • LiteSpeed Cache
    Caching
  • RSS
    Content Management System
  • Google Fonts API
    Font Scripts
  • Node.js
    Programming Languages
  • Cloudflare Bot Management
    Security
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics
  • EmbedPress
    Widgets

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
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 August 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 August 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.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 LiteSpeed CacheRSSGoogle Fonts APINode.jsCloudflare Bot ManagementreCAPTCHAGoogle AnalyticsEmbedPress.

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

Section iconFunding & Financials

  • $10M - $25M

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

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