Insights

High Net Worth Focus Sunpointe Investments primarily serves high-net-worth individuals, families, and family offices across the United States, presenting opportunities to tailor high-end wealth management solutions and premium financial products.

Behavioral Finance Expertise The company's strong emphasis on behavioral finance suggests a potential for offering advanced investor education, behavioral coaching, and analytics tools to enhance client decision-making and retention.

Boutique Personalization With a focus on personalized attention and transparency, there is an opportunity to introduce bespoke digital platforms or concierge services that reinforce their commitment to client-centric wealth management.

Growth & Talent Acquisition The recent hire of Rob Mooney indicates expansion plans, creating openings for targeted solutions in team collaboration tools, client communication platforms, and staff onboarding technologies.

Technological Stack Leveraging their current tech stack, there is scope to upsell comprehensive cybersecurity solutions, advanced SEO analytics, or integrations with new financial analytics and reporting systems to strengthen operational efficiency.

Sunpointe Investments Tech Stack

Sunpointe Investments uses 8 technology products and services including Akamai, oEmbed, Webpack, and more. Explore Sunpointe Investments's tech stack below.

  • Akamai
    Content Delivery Network
  • oEmbed
    Dev Tools
  • Webpack
    Development
  • imagesLoaded
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Tawk.to
    Live Chat
  • RankMath SEO
    Web Platform Extensions
  • Nginx
    Web Servers

Sunpointe Investments's Email Address Formats

Sunpointe Investments uses at least 1 format(s):
Sunpointe Investments Email FormatsExamplePercentage
First@sunpointeinvestments.comJohn@sunpointeinvestments.com
87%
Last@sunpointeinvestments.comDoe@sunpointeinvestments.com
13%

Frequently Asked Questions

Where is Sunpointe Investments's headquarters located?

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

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

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

What is Sunpointe Investments's NAICS code?

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

How many employees does Sunpointe Investments have currently?

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As of June 2026, Sunpointe Investments has approximately 21 employees across 1 continents, including North America. Key team members include Chief Operating Officer: A. P.Vice President Of Financial Planning And Private Wealth Advisor: B. T.President: J. D.. Explore Sunpointe Investments's employee directory with LeadIQ.

What industry does Sunpointe Investments belong to?

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Sunpointe Investments operates in the Investment Management industry.

What technology does Sunpointe Investments use?

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Sunpointe Investments's tech stack includes AkamaioEmbedWebpackimagesLoadedLodashTawk.toRankMath SEONginx.

What is Sunpointe Investments's email format?

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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?

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Sunpointe Investments was founded in 2016.

Sunpointe Investments

Investment ManagementMissouri, United States11-50 Employees

Sunpointe Investments is an independent, SEC-registered investment advisor and multi-family office headquartered in St. Louis, MO, with offices in Portsmouth, NH. Founded in 2016 by Michael Pompian, CFA®, CAIA®, CFP®, Sunpointe was built on a straightforward conviction: clients deserve the sophisticated investment capabilities of an institutional firm, paired with the personalized attention of a boutique practice.

Our name reflects our purpose. Sunpointe shines a bright light of transparency on key aspects of wealth management that are too often left in the dark, including fees and conflicts of interest. We serve high-net-worth individuals, families, and family offices across the United States, helping them gain clarity, comfort, and confidence in their financial future.

What sets our approach apart is a deep grounding in behavioral finance. Markets are complex; human behavior is more so. We help clients recognize emotional biases, make sound decisions, and stay on course through periods of volatility when clear thinking matters most.

Our team provides integrated wealth management alongside retirement, insurance, tax, business, and estate planning. As plans, markets, and other variables inevitably change, we help our clients evolve with them, keeping focus on what matters most to each client.

Sunpointe is committed to building lifelong partnerships grounded in integrity, transparency, and accountability. Outside investors do not own us. Our focus remains solely on our clients' interests.

Section iconCompany Overview

Headquarters
8301 Maryland Avenue Suite 300 St. Louis, Missouri 63105 United States
NAICS Code
5239 - Other Financial Investment Activities
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Sunpointe Investments's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Sunpointe Investments's revenue is estimated to be in the range of $25M$50M

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