Fieldpoint Private
Fieldpoint Private is a company.
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Leadership Team
Key people at Fieldpoint Private.
Fieldpoint Private is a company.
Key people at Fieldpoint Private.
Fieldpoint Private is a private banking and wealth management firm headquartered in Greenwich, Connecticut, offering confidential wealth planning, banking services, trusts, credit solutions, and investment advisory for high-net-worth individuals, families, entrepreneurs, businesses, and institutions.[1][3][4] Founded during the Great Financial Crisis, its mission centers on client-centric stewardship—providing a unified global view of assets, holistic balance sheet strategies, and personalized service to simplify clients' lives and preserve legacies, serving over 1,000 client families worldwide with FDIC-insured deposits into the tens of millions and recognition as the "Best Private Bank in the World" in 2022 and 2023.[1][3] The firm's investment philosophy emphasizes bespoke strategies over one-size-fits-all approaches, with strengths in commercial mortgages, securities-backed loans, treasury management, and modern credit cards, positioning it among the top 20% of U.S. banks by assets while prioritizing trusted advisor relationships.[1][3]
Fieldpoint Private was established in 2008 amid the early Great Financial Crisis by 31 seasoned executives from leading firms like Merrill Lynch, The Home Depot, TD Ameritrade, Gillette, and Time Inc., who sought to create an independent alternative to flawed financial stewardship models.[3][4][5] These founders, drawing from pinnacle careers in finance and industry, united around a vision for integrated wealth management that addresses clients' full balance sheets and global assets, rejecting fragmented services prevalent at the time.[3][5] Key early evolution focused on building a client-first firm with delegated and directed trusts, advanced banking tech, and personalized advisory; today, it has grown to 116 employees, $15.9 million in revenue, and a robust client base across dozens of countries, remaining true to its mandate as an antidote to legacy banking giants.[3][4]
Fieldpoint Private rides the wave of fintech-driven private banking evolution, integrating advanced online treasury, bill pay, and credit solutions to modernize wealth management amid rising demand for seamless, high-touch services post-financial crises.[1][3] Its timing leverages post-2008 distrust in big banks and the growth of ultra-high-net-worth tech entrepreneurs needing global asset unification and business financing like capital call lines.[3][4] Favorable market forces include expanding family office needs, intergenerational wealth transfers, and regulatory shifts favoring independent advisors, amplified by tech enabling FDIC-scaled insurance and custom trusts.[1][3] The firm influences the ecosystem by setting benchmarks for client-advisor fidelity, attracting talent/executives, and providing liquidity tools that indirectly fuel startup growth through entrepreneur clients.[2][3]
Fieldpoint Private is poised to expand its hybrid banking-fintech offerings, potentially scaling credit card programs and treasury tools amid rising affluent tech wealth and economic volatility.[1][4] Trends like AI-enhanced personalization, sustainable legacy planning, and global mobility will shape its path, with influence growing via strategic hires and affiliate partnerships to capture more institutional flows.[3][4] As private banking consolidates, its founder-rooted independence positions it to deepen ecosystem impact, sustaining the client-first rebellion that defined its crisis-era birth.[3]
Key people at Fieldpoint Private.
