Partner Types

Solution

Tiers
Preferred Plus

Focus Financial Partners

Focus Financial provides the capital, professional experience and value-added support entrepreneurial, growth-oriented firms need to fuel their success.

Focus Financial acts as a strategic investor for business managers, growing RIAs and family offices, and entrepreneurial firm owners looking for a succession plan. Focus delivers the business management experience and funding firms need to continue growing at a high rate without handing over full control. Through its relationship with Addepar, advisors have access to best-in-class technology for their independent firms or they can join Connectus, a Focus firm, and leverage its infrastructure and experience.