Focus Financial Partners

New York, USAcorporate.focuspartners.com/1expert edge

Network of independently operated wealth management firms providing integrated wealth management, family office, and business management solutions across the U.S., managing $500B+ in advised assets.

Why interesting to a deal team

Rajini Kodialam is co-founder and served as COO/board member for ~19 years, positioning this as the flagship platform he built for independent RIA consolidation and institutional scale.

Experts connected to this company

Rajini KodialamCo-founder, COO and board member for ~19 years

Rajini Kodialam

Co-founder and Chief Operating Officer

Focus Financial Partners

LawyerNew York

Co-founded and scaled Focus Financial from zero to a $7B RIA aggregation platform, giving her an unmatched network of RIA principals and M&A playbooks.

Sources

Structured dataPrimary
corporate.focuspartners.com
Page titleOther
en.wikipedia.org/wiki/Focus_Financial_Partners

Strongest evidenceStructured data2 public sourcesHow the grades work