Company Overview
- Headquarters
- 1300 El Camino Real, Menlo Park CA
- Website
- bluepointecapital.com
- Phone
- (650) 293-****
- Employees
- 6
- Founded in
- 2006
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5231 - Securities and Commodity Contracts Intermediation and Brokerage5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities6282 - Investment Advice
Financials & Stats
Revenue
$2B
Who is BluePointe Capital
BluePointe Capital Management is an independent advisory firm based in Menlo Park, California. The SEC-registered firm employs six people and generates $1.8 million in annual revenue. BluePointe Capital focuses on providing personalized wealth management services to a select group of clients. As a personal wealth manager, BluePointe Capital assists successful entrepreneurs in expanding their financial success through tailored investment strategies. Their team of experts addresses the unique financial challenges faced by top executives, offering solutions for wealth transfer, tax optimization, and strategies for managing concentrated stock positions. BluePointe Capital distinguishes itself by prioritizing personalized service. They limit the number of client relationships to ensure each individual receives dedicated attention and support. For more information about BluePointe Capital Management, please visit their website at bluepointecapital.com.