Company Overview
- Website
- bflexion.com
- Phone
- (617) 588-4900
- Employees
- 24
- Founded in
- 2011
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Code
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
Financials & Stats
Revenue
$40B
Recent News & Media
Mercer Advisors adds around $1.7bn in assets with double deal
- Nov 13, 2024
- privatebankerinternational.com
Mercer Global Advisors announces acquisition of Waypoint Capital Advisors | News
- Nov 13, 2024
- irei.com
Mercer Advisors adds nearly $1.675B in major double-deal
- Nov 12, 2024
- investmentnews.com
Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors
- Nov 12, 2024
- businesswire.com
Mercer Advisors Targets Greater Denver, Colorado
- Nov 12, 2024
- familywealthreport.com
Waypoint Capital acquires Majority Stake in Allergy Partners
- Sep 14, 2023
- privateequitywire.co.uk
Who is Waypoint Capital
Waypoint Capital is a private company located in Cambridge, Massachusetts. Employing 24 individuals, Waypoint Capital generated $40 million in revenue. Waypoint Capital provides investment advisory services. Their clients include individuals, families, endowments, foundations, and institutions. Waypoint Capital focuses on customized portfolio construction, asset allocation, and risk management strategies tailored to each client's specific needs. Waypoint Capital can be reached via their website, bflexion.com.
Waypoint Capital Tech Stack
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
40M | 18 | Staten Island, NY | 2006 | |
40M | 108 | Jacksonville, FL | ||
40M | 63 | Newton, MA | 1994 |