Insights

Niche Market Focus Sunpointe Investments specializes in multigenerational wealth planning and personalized financial education, presenting opportunities to tailor financial products and advisory services that enhance their purpose-driven approach.

Local Leadership Expansion The recent hiring of Rob Mooney at their St Louis headquarters indicates a strategic focus on strengthening local leadership, which could facilitate region-specific offerings or partnerships.

Technology Utilization Their adoption of diverse digital tools such as Mailchimp, Modernizr, and Tawk.to highlights an openness to innovative client engagement and marketing strategies, opening avenues for advanced digital solutions.

Firm Size and Growth With a growing team of 11-50 employees and comparable firms with thousands of staff and high revenues, Sunpointe presents a potential scale-up opportunity to serve larger clients or expand services.

Market Positioning As a registered investment advisor with a focus on educational and purpose-aligned wealth strategies, there is potential to differentiate their offerings further through tailored investment products and comprehensive financial planning solutions.

Similar companies to Sunpointe Investments

Sunpointe Investments Tech Stack

Sunpointe Investments uses 8 technology products and services including RSS, Mailchimp, Modernizr, and more. Explore Sunpointe Investments's tech stack below.

RSS
Content Management System
Mailchimp
Email
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
Tawk.to
Live Chat
UPS
Logistics
RankMath SEO
Web Platform Extensions
Nginx
Web Servers

Media & News

Sunpointe Investments Group hires Rob Mooney.
Rob Mooney joins Sunpointe Investments' St Louis headquarters.
Apr 29, 2025 | sunpointeinvestments.com

Sunpointe Investments's Email Address Formats

Sunpointe Investments uses at least 1 format(s):

Sunpointe Investments Email Formats	Example	Percentage
First@sunpointeinvestments.com	John@sunpointeinvestments.com	43%
Last@sunpointeinvestments.com	Doe@sunpointeinvestments.com	7%
First@sunpointeinvestments.com	John@sunpointeinvestments.com	43%
Last@sunpointeinvestments.com	Doe@sunpointeinvestments.com	7%

Frequently Asked Questions

Where is Sunpointe Investments's headquarters located?

Sunpointe Investments's main headquarters is located at 8301 Maryland Avenue, Suite 300 St Louis, MO 63105, US. The company has employees across 1 continents, including North America.

What is Sunpointe Investments's official website and social media links?

Sunpointe Investments's official website is sunpointeinvestments.com and has social profiles on LinkedIn.

What is Sunpointe Investments's NAICS code?

Sunpointe Investments's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sunpointe Investments have currently?

As of October 2025, Sunpointe Investments has approximately 20 employees across 1 continents, including North America. Key team members include Vice President Of Financial Planning And Private Wealth Advisor: B. T.President: J. D.Founder And Chief Investment Officer: M. M. P.. Explore Sunpointe Investments's employee directory with LeadIQ.

What industry does Sunpointe Investments belong to?

Sunpointe Investments operates in the Investment Management industry.

What technology does Sunpointe Investments use?

Sunpointe Investments's tech stack includes RSSMailchimpModernizrjQueryTawk.toUPSRankMath SEONginx.

What is Sunpointe Investments's email format?

Sunpointe Investments's email format typically follows the pattern of First@sunpointeinvestments.com. Find more Sunpointe Investments email formats with LeadIQ.

When was Sunpointe Investments founded?

Sunpointe Investments was founded in 2016.

Sunpointe Investments

Q: How many employees does Sunpointe Investments have currently?

Sunpointe Investments has approximately 20 employees.

Q: What technology does Sunpointe Investments use?

Sunpointe Investments's tech stack includes Yoast SEO, Tawk.to, Google Cloud, React, RequireJS.

Investment ManagementUnited States11-50 Employees

Our mission is to help families connect financial decisions to their values, ensuring every generation is empowered, educated, and aligned. Whether saving for college, launching a new venture, or preparing heirs, we believe true wealth planning starts with purpose.

Through multigenerational meetings, custom financial education, and intentional planning, we help your family articulate its vision, build unity, and take meaningful action together. 

Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments  will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.