General Info
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
Location: New York
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Investment Regions:
Investment Stages: late-stage
Website: http://focusfinancialpartners.com/
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🤖 AI Activity Report
Status: active
AI Reasoning: Focus Financial Partners announced multiple acquisitions/transactions in 2025. The most recent publicly listed transaction on their press page is Oct 06, 2025: Badgley Phelps expansion with acquisition of Marshall & Sullivan – this is under the Focus network and constitutes investment/activity within the last 3 months from the evaluation date. The named firm involved in the most recent transaction is Marshall & Sullivan. Based on the date difference, the investor’s last known investment is within 3 months, which corresponds to the selected tag.
Here are the thresholds established for the different statuses:
Not Active – No known investments in the last 12 months.
Low Activity – Only known investments between the last 12 and 6 months.
Active – Known investments between the last 6 and 3 months.
Very Active – Known investments in the last 3 months.
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