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Stablepoint Partners

Financial Services / Wealth Management ~120 employees
Founded
--
Employees (Est.)
~120
8 leaders known
Total Funding
$650.0M
Funding Rounds
1
Last Funding
2023-11-20

About Stablepoint Partners

Stablepoint Partners is an independent advisory firm dedicated to helping clients achieve financial stability and confidence at every stage of life. Their mission is to reimagine wealth management, emphasize personal relationships, and make a significant difference in clients' lives through tailored planning and comprehensive services.

Products & Services

Wealth Management:An advanced wealth management experience focused on service excellence, quality guidance, and personalized financial planning.
Integrated Financial Services:Objective advice, tailored planning, and access to a full spectrum of wealth services, investment solutions, and advanced technologies, including coordination with CPAs and estate attorneys.
Concierge-Level Service:High-quality support with a central point of contact to streamline financial life and align services with investment, lifestyle, and legacy goals.
Wealth Protection and Growth Opportunities:Strategies focused on protecting wealth and identifying growth opportunities for clients.

Specialties

Wealth Management Personalized Financial Planning Investment Solutions Client Relationship Management Integrated Financial Advisory

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Funding Round
T: -
FT: N/A 		A: 650000000
MR: -
FA: $650m
FAN: 650000000 		D: 2023-11-20
FD: 2023-11-20 		-
Funding Round Latest
2023-11-20
$650.0M

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

C

Christopher K. Griffith

Managing Partner, Co-Founder

LinkedIn (Pro only)
H

Henry J. Wheelwright

Managing Partner, Co-Founder

C

Claire A. Smith

Vice President, Wealth Advisor

A

AnneMarie Daly

Senior Client Service Associate

A

Allyson Cellucci

Senior Client Service Associate

G

Gina M. Mackey

Vice President, Operations

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Recent News

Stablepoint Partners Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

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Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Services / Wealth Management
Company Size
~120 employees (est.)

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