Focus
Focus is a New York-based wealth management firm that provides services such as financial planning, investment consulting and tax management for individuals and businesses.
Business Model: B2B Consulting
Revenue: $1.4B
Employees: 1,001-5,000
Rankings
Industries / Tags:
Detailed Focus Information
Focus was acquired by
CD&a;R LLP.
The acquisition happend on 2023-02-27.
Details of the transaction were not public
Acquirer
Geographic Data
Address: 875 3rd Avenue
City: New York
State: NY
Zip: 10022
Country: US
Financial Info
Stage:
series unknown
Raised Last:
$50M
Raised Total:$85M
Social
Metrics
1,964,516Website Global Rank
9,661Website Monthly Traffic
Twitter Followers
Description
Focus is a New York-based wealth management firm that provides services such as financial planning, investment consulting and tax management for individuals and businesses.
Contact Phone:
+16465192456
Contact Email:
Focus went public on 7/25/2018 on the NASDAQ
Listed Exchange:
NASDAQ
IPO Date:
7/25/2018
Ticker Symbol:
FOCS
IPO Price:
$33/share
Amount Raised:
$535M
Live
Opened: -/share
| EBITDA | - |
| Total Cash | - |
| Total Debt | - |
| Total Revenue | - |
| Total Profit (Gross) | - |
| PE Ratio | - |
| Announced Date | Company | Transaction | Money Raised |
|---|---|---|---|
| 12/2020 | Kavar Capital Partners | Corporate Round | - |
| 6/2018 | SmartAsset | Series C | 28M |
| 12/2020 | Kavar Capital Partners | Corporate Round | - |
| 6/2018 | SmartAsset | Series C | 0 |
Startup Industries
Startup Locations
Portfolio Current Status
Portfolio Employee Count
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 1/2006 | Private Equity Round | 1 | $35M |
Summit Partners Summit Partners |
11/2009 | Venture Round | 2 | $50M |
Summit Partners Polaris Partners Summit Partners Polaris Partners |
6/2021 | Secondary Offering | - | 12/2009 | Equity | $2.8M | 6/2021 | Post-IPO Debt | $800M | 6/2015 | Debt | $1B |
Bank of America SunTrust Banks, Inc. BMO Harris Bank The Bank of Tokyo Mitsubishi Fifth Third Bank J.P. Morgan Citizens Bank U.S. Bank Huntington National Bank BankUnited FirstBank Comerica |
12/2010 | Equity | $1.2M | 6/2021 | Secondary Offering | - |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 11/2021 | Alley Company | |
| 10/2021 | Ullmann Wealth Partners | |
| 9/2021 | Cardinal Point Wealth Management | |
| 7/2021 | Sonora Investment Management | |
| 6/2021 | Badgley Phelps | |
| 6/2021 | ARS Wealth Advisors | |
| 3/2021 | Rollins Financial | |
| 2/2021 | Prairie Capital | |
| 1/2021 | Hill Investment Group |
Employee Departments
Employee States
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Revenue: 0 - 100000 Employees: Industry: Software |
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Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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