Focus Financial
IPOIntegrated wealth management, family office, and business management services
New York, United States · Founded 2004 · $7.0B raised
- Headquarters
- New York, New York
- Employees
- 1001–5000
- Founded
- 2004
- Business Model
- B2B
- Website
- focusfinancialpartners.com
- Total Funding
- $7.0B
- Last Round
- $7.0B Private EquityAug 2023
- Rounds
- 1
About
Focus Financial Partners Inc. is an American partnership of independent, fiduciary wealth management firms. Founded in 2004 by Rudy Adolf, Rajini Kodialam, and Lenny Chang, Focus invests in registered investment advisers (RIAs) and helps large investment-management teams start their own independent firms. Partner firms retain operating autonomy while benefiting from the synergies, scale, and best practices of the Focus partnership. The company was listed on Nasdaq (FOCS) after its 2018 IPO and was taken private by Clayton, Dubilier & Rice in a transaction valued at over $7 billion in August 2023, with Stone Point Capital retaining a minority stake. As of 2023, Focus has approximately 60+ partner firms across the United States, Australia, Canada, and the United Kingdom.
Summary
Focus Financial is a Fintech company based in New York, United States, founded in 2004. It has raised $7.0B in total across 1 round, most recently a $7.0B Private Equity round in Aug 2023. Investors include Clayton, Dubilier & Rice and Stone Point Capital.
Tech & App Stack
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Funding History
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Aug 2023
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IPO through Private Equity — per-round amounts, valuations, and who invested in each round.
Investors
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