Financial Snapshot
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Revenue YoY Change
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Preferred Stock
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About Focus Financial Partners Inc.
Focus Financial Partners, Inc. is a holding company, which engages in the provision of wealth management services. The company is headquartered in New York City, New York and currently employs 5,000 full-time employees. The company went IPO on 2018-07-26. The firm provides wealth management services, including investment advice, financial and tax planning, consulting, tax return preparation, family office services and other services. The company also provides recordkeeping and administration services and outsourced services. Its partner firms offer wealth management services to ultra-high net worth and high net worth individuals and families, as well as business entities, under a recurring, fee-based model. Its partner firms provide services across a range of investment styles, asset classes and clients. The firm supports its partner firms by providing value-added services, including marketing and business development support; human resources support, including adviser coaching and development and structuring compensation and incentive models and succession planning advice.
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