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Focus Financial Partners
What Does Focus Financial Partners Do?
Focus Financial Partners is a prominent partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms, which serve individuals, families, and institutions. Their model emphasizes entrepreneurial independence backed by the scale and support of a larger organization. Following its acquisition in August 2023 by Clayton, Dubilier & Rice and Stone Point Capital, the company operates as a private entity, continuing to expand its network of leading advisory businesses globally.
Where Is Focus Financial Partners's Headquarters?
HQ Function
The headquarters serves as the central hub for strategic decision-making, corporate operations, partner firm support, M&A activities, and business development for the global network.
Notable Features:
Located in a prominent commercial office tower in Midtown Manhattan, offering modern facilities, advanced technology infrastructure, and accessibility to the financial district and key business partners.
Work Culture:
Characterized by a professional, entrepreneurial, dynamic, and collaborative environment. It fosters innovation and provides dedicated support for its partner firms and employees within the competitive wealth management industry.
HQ Significance:
The New York City headquarters anchors Focus Financial Partners' extensive network, symbolizing its significant position in the U.S. wealth management sector and serving as a key coordination point for its domestic and international operations.
Values Reflected in HQ: The choice of a prime Manhattan location reflects ambition, professionalism, a commitment to excellence, and its status as a leading entity in the financial services industry.
Location:
Focus Financial Partners supports a global network of independent wealth management firms. While its strongest presence is in the United States, the company has successfully expanded its reach internationally, with partner firms and corporate operations in key markets including Canada, the United Kingdom, Australia, and Switzerland. This global footprint enables Focus to provide resources, expertise, and support to advisory firms serving diverse clienteles across different regulatory and economic environments, fostering growth and best practices worldwide.
Street Address:
875 Third Avenue, 28th Floor
City:
New York
State/Province:
NY
Country:
USA
Where Else Does Focus Financial Partners Operate Around the World?
London, United Kingdom
Address: 25 Bedford Street, Covent Garden, London, WC2E 9ES, United Kingdom
To extend Focus's partnership model and value proposition to high-quality wealth management firms outside of North America, capitalizing on the mature and sophisticated UK and European financial advisory landscape.
Toronto, Ontario, Canada
Address: Bay Adelaide Centre, East Tower, 22 Adelaide St W, Suite 3400, Toronto, ON M5H 4E3, Canada
To strengthen Focus's presence in Canada, a significant wealth management market, by partnering with leading Canadian advisory firms and offering them the benefits of Focus's scale and resources.
Buying Intent Signals for Focus Financial Partners
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading Focus Financial Partners? Meet the Executive Team
As of April 2025, Focus Financial Partners' leadership includes:
Who's Investing in Focus Financial Partners?
Focus Financial Partners has been backed by several prominent investors over the years, including:
What Leadership Changes Has Focus Financial Partners Seen Recently?
Over the last 12 months, Focus Financial Partners experienced significant leadership evolution, primarily driven by its take-private acquisition in August 2023. This included the appointment of a new CEO and other key executive roles to steer the company in its next phase of growth as a private entity.
Departures
New Appointments:
What Technology (Tech Stack) Is Used byFocus Financial Partners?
Discover the tools Focus Financial Partners uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Focus Financial Partners Email Formats and Examples
Focus Financial Partners typically utilizes standard corporate email address formats. The most common patterns are combinations of first name, last name, or initials with the company domain. For example, 'firstinitiallastname' or 'firstname.lastname'.
[first_initial][last]@focusfinancialpartners.com or [first].[last]@focusfinancialpartners.com
Format
mnathanson@focusfinancialpartners.com
Example
80%
Success rate
What's the Latest News About Focus Financial Partners?
Business Wire • August 31, 2023
Focus Financial Partners Completes its Previously Announced All-Cash Transaction with Clayton, Dubilier & Rice and Stone Point Capital
Focus Financial Partners announced the successful completion of its acquisition by affiliates of Clayton, Dubilier & Rice (CD&R) and Stone Point Capital in an all-cash transaction valued at over $7 billion. As a result of the transaction, Focus became a private company and its common stock ceased trading on NASDAQ....more
Business Wire • September 5, 2023
Focus Financial Partners Announces New Leadership Appointments and Board of Directors Following Close of Take-Private Transaction
Following its acquisition and transition to a private company, Focus Financial Partners announced key leadership appointments. Michael Nathanson was named Chief Executive Officer, succeeding Founder Rudy Adolf, who became Chairman Emeritus and Senior Advisor. The company also reconstituted its Board of Directors....more
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