Fieldpoint Private - Ownership and Business Overview

Financial ServicesCompany

Fieldpoint Private Ownership

Who owns Fieldpoint Private?

.

Fieldpoint Private Business Overview

Where is Fieldpoint Private headquartered?

Fieldpoint Private is headquartered in Greenwich, Connecticut.

What sector is Fieldpoint Private in?

Fieldpoint Private is a financial services company.

Financial Services M&A Summary in

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Fieldpoint Private

Fieldpoint Private Bank and Trust

One Greenwich Plaza Suite A, Second Floor,
Greenwich, Connecticut 06830
United States,
(203) 413-9300
www.fieldpointprivate.com

Fieldpoint Private provides clients access to products and services offered through bank and non-bank affiliates. Banking services are offered through Fieldpoint Private Bank & Trust Member FDIC – Equal Housing Lender. Securities and Registered Investment Advisory Services are offered through Fieldpoint Private Securities, LLC, an SEC-registered investment advisor and broker-dealer. Member, FINRA, MSRB, and SIPC. Fieldpoint Private is based in Greenwich, Connecticut.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # - - - - - - 0
Sell (0.2/yr) # - - - - 1 - 1
  1

Most Recent M&A

Company Date Value Type
Dominari Securities LLC 2023-03-27 - Divestiture
Greenwich, Connecticut
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services - - 1 (100%) -
Total - - 1 -

By Geo

State/Country Buy Value Sell Value
United States - - 1 -
  Connecticut - - 1 -
Total - - 1 -

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

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