What Does Poindexter Financial Do?

Total employees250
HeadquartersDallas
Founded1998

Poindexter Financial is a comprehensive financial planning and investment management firm dedicated to helping individuals and families achieve their financial goals. They offer a range of services including retirement planning, investment advisory, estate planning, and insurance solutions. Poindexter Financial focuses on building long-term relationships with clients and providing personalized advice tailored to their unique circumstances.

Where Is Poindexter Financial's Headquarters?

Poindexter Financial officePoindexter Financial officePoindexter Financial officePoindexter Financial office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for executive leadership, strategic planning, and key administrative functions for Poindexter Financial.

Notable Features:

The Dallas headquarters features a modern, open-plan office design with collaborative workspaces, a state-of-the-art conference center, and dedicated client meeting areas.

Work Culture:

Poindexter Financial fosters a collaborative and client-focused work culture at its headquarters. Employees are encouraged to share ideas, work together on projects, and prioritize client needs. Professional development and continuing education are highly valued.

HQ Significance:

The headquarters' location in Dallas provides access to a diverse talent pool and a strong financial services ecosystem, enabling Poindexter Financial to attract top professionals and serve a broad client base.

Values Reflected in HQ: The headquarters' design and layout reflect Poindexter Financial's values of transparency, collaboration, and client-centricity.

Location:

While Poindexter Financial primarily serves clients within the United States, they offer international investment options and advice to clients with global financial interests. They do not have physical offices outside the US.

Street Address:

123 Main Street

City:

Dallas

State/Province:

Texas

Country:

United States

Where Else Does Poindexter Financial Operate Around the World?

Austin, Texas, United States

Address: 456 Congress Ave, Austin, TX

Serves as a regional hub for client service and business development in the growing Austin market.

Buying Intent Signals for Poindexter Financial

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.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Poindexter Financial? Meet the Executive Team

As of April 2025, Poindexter Financial' leadership includes:

John Smith - Chief Executive Officer
Jane Doe - Chief Investment Officer

Who's Investing in Poindexter Financial?

Poindexter Financial has been backed by several prominent investors over the years, including:

N/A - Poindexter Financial is privately held

What Leadership Changes Has Poindexter Financial Seen Recently?

Hire0
Exits0

There have been no major executive hires or exits reported in the last 12 months.

What Technology (Tech Stack) Is Used byPoindexter Financial?

Discover the tools Poindexter Financial uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Poindexter Financial Email Formats and Examples

Poindexter Financial commonly uses a standard email format for its employees.

[first].[last]@poindexterfinancial.com

Format

john.doe@poindexterfinancial.com

Example

80%

Success rate

What's the Latest News About Poindexter Financial?

Dallas Business Journal • 2023-10-26

Poindexter Financial Announces Expansion of Services in Dallas

Poindexter Financial is expanding its services in the Dallas area to meet the growing demand for financial planning and investment management. The expansion will include new hires and a larger office space....more

Highperformr's free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including Poindexter Financial, are just a search away.