SagePoint Financial

  • Financial Services
  • Phoenix AZ
  • 316 employees
  • Financial Services
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Company Overview

Headquarters
20 E. Thomas Road, Suite 2000, Phoenix AZ
Website
sagepointfinancial.com
Phone
(866) 462-4432
Employees
316
Founded in
1970
Industry
Financial Services
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Financials & Stats

Revenue

$100B

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Who is SagePoint Financial

SagePoint Financial is an independent broker-dealer headquartered in Phoenix, Arizona. The company employs 316 individuals and generates an annual revenue of $100 million. SagePoint Financial provides financial services and resources to independent advisors, offering them the support of a large network while remaining flexible and adaptable to their individual needs. They focus on providing evolving technologies and solutions that help advisors stay ahead of industry changes and achieve their definition of success. SagePoint Financial differentiates itself by emphasizing collaboration with its advisors, transforming them into partners in the success journey. Interested parties can learn more about SagePoint Financial at their website, sagepointfinancial.com.

Company Leadership

Jamie Price

President and Chief Executive Officer

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Allison Couch Pratt

Executive Vice President, National Sales

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Susan Theder

Executive Vice President, Chief Marketing Officer

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Desiree Sii

President and CEO

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Tristan Evans

President and CEO

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SagePoint Financial Industry Tags

Independent Financial Advisor Broker/Dealer
Financial Services
Financial Advisory Services
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Companies Similar to SagePoint Financial

Analyze industry trends and opportunities by examining competitors and companies comparable to SagePoint Financial, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
100M 193 West Palm Beach, FL 1993
100M 548 Uniondale, NY 1929
100M 386 Naperville, IL 1977
100M 50 Mount Laurel, NJ 1997
100M 257 Harrison, NY
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FAQ

What is the location of SagePoint Financial's headquarters?
The headquarters of SagePoint Financial are situated at 20 E. Thomas Road, Suite 2000, Phoenix AZ
What is SagePoint Financial's phone number?
SagePoint Financial's contact number is (866) 462-4432.
What is SagePoint Financial's official website?
The official website of SagePoint Financial can be found at sagepointfinancial.com.
What is SagePoint Financial's current revenue?
As of February 2021, SagePoint Financial's annual revenue reached $100B.
How many employees does SagePoint Financial currently have?
SagePoint Financial employs approximately 316+ people as of February 2021
Which industries is SagePoint Financial primarily operating in?
SagePoint Financial operates in the following industries: Finance, Credit
Who is the President and Chief Executive Officer of SagePoint Financial?
SagePoint Financial's President and Chief Executive Officer is Jamie Price
What are SagePoint Financial's industry tags?
SagePoint Financial's industry tags include: Independent Financial Advisor Broker/Dealer, Financial Services, Financial Advisory Services
When was SagePoint Financial founded?
SagePoint Financial was founded in 1970.

Employee Directory

Key Employees

Jeff Auld

President & CEO

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Justin McLiverty

Financial Advisor

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Larry Cogdell

Registered Principal

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Tina Jones

Regional Vice President, Business Development

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Teresa Anderson

Marketing Coordinator

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Joyce Cheng

Vaco Technologies

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