Insights

Target Market Size With a revenue range of 10 to 25 million dollars and a team size of up to 50 employees, SixPoint Financial Partners operates as a mid-sized firm, indicating potential reliance on scalable, personalized financial services and technology solutions to support growth.

Industry Alignment As a financial services provider similar in scope to established firms like Charles Schwab and Fidelity, SixPoint presents opportunities for tailored financial technology, compliance solutions, and advisory tools aimed at enhancing efficiency and client engagement.

Digital Infrastructure Impact Utilizing advanced technologies such as Node.js, Cloudflare Bot Management, and Google Analytics, the company values robust cybersecurity and data analysis, open to partnerships that strengthen their online client experience and operational security.

Growth Potential Given its longevity since 2003 and commitment to client care, there are opportunities to introduce innovative financial planning tools, client engagement platforms, or staff training programs to support ongoing growth and customer satisfaction.

Sustainability & Competitiveness Operating within a highly competitive industry with large firms, SixPoint may be open to strategic collaborations or product solutions that enhance differentiation through compliance, technology upgrades, or personalized client services to strengthen its market position.

SixPoint Financial Partners Tech Stack

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

  • LiteSpeed Cache
    Caching
  • RSS
    Content Management System
  • Font Awesome
    Font Scripts
  • Node.js
    Programming Languages
  • Cloudflare Bot Management
    Security
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics
  • 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
100%

Frequently Asked Questions

Where is SixPoint Financial Partners's headquarters located?

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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?

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

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 May 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.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 CacheRSSFont AwesomeNode.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

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

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