Winpoint Financial - Ownership and Business Overview

Financial ServicesCompany

Winpoint Financial Ownership

Who owns Winpoint Financial?

Winpoint Financial is owned by MAI Capital Management. It was acquired on September 20, 2021.

Winpoint Financial Business Overview

Where is Winpoint Financial headquartered?

Winpoint Financial is headquartered in Marriottsville, Maryland.

What sector is Winpoint Financial in?

Winpoint Financial is a financial services company.

When was Winpoint Financial founded?

Winpoint Financial was founded in 1999.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 234 acquisitions of financial services companies in 2021, including 24 acquisitions by private equity firms, and 210 by strategics.

Winpoint Financial

Geier Asset Management, Inc.

2205 Warwick Way, Suite 200,
Marriottsville, Maryland 21104
United States,
(410) 997 8000
www.winpointfinancial.com

Winpoint Financial provides holistic financial planning and wealth management services to wealthy individuals and families, including those in their working years and through retirement. Winpoint Financial was founded in 1999 and is based in Marriottsville, Maryland.


Company Summary

SECTOR

Financial Services

Established

1999

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