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 233 acquisitions of financial services companies in 2021, including 24 acquisitions by private equity firms, and 209 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

 Subscribe to unlock this and 207,390
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Winpoint Financial

Maryland Companies , Financial Services Companies , United States Companies , Maryland Financial Services Companies , Maryland Financial Services with Acquisitions , Maryland Financial Services with Divestitures

Related Lists for Maryland Companies

Largest Maryland Companies , Acquisitive Maryland Companies , Recently Acquired Maryland Companies , Recently Sold Maryland Companies , Private Maryland Companies , Public Maryland Companies , Acquired Maryland Companies , PE Backed Maryland Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal