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Focus Partners Wealth

Family office

Hingham · Growth · 2 people tracked

Also known as FOCUS ADVISOR SOLUTIONS, LLC · FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

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Investment thesis

Focus Partners Wealth is a wealth management firm offering personalized financial planning and investment advisory services to individuals, business owners, and nonprofits.

Source: firm website, verified Sep 29, 2026.

Stage
Growth
HQ
Hingham, US
Instruments
Equity
AUM
$181.9B
Tracked investments
3

Team · 2 people

from the firm's website & curated

Founder mafia

2 people who came through Focus Partners Wealth went on to found or lead other companies.

What they invest in

from 3 of 3 portfolio companies

Consumer ×3Fintech ×2Media & Entertainment ×2E-commerce ×1Marketplaces ×1SaaS ×1Social ×1

HQs:United States×2

Investments · 3 tracked

founders shown can be your intro path
Family Budget Servicesfamilybudgetexpert.com

Family Budget Services provides budgeting tools, processes, and personalized consulting to help families understand their spending, align expenses with their values, and reduce financial stress within relationships.

ConsumerFintechMedia & Entertainment

Rob Bertman(Director of Family Budget Services)in

Lalaboxlalabox.ioin𝕏SeedDefunct

Lalabox is a live stream shopping platform that offers unique deals to consumers through QR-code based mobile access.

ConsumerE-commerceMedia & EntertainmentSocialSan Francisco, US

kirill avery(Founder)inYurii Kyparus (Yatsenko)(Founder)inEk Sel(Recruiter)

Co-investorsBVP InvestorsY CombinatorAcequia Capital (AceCap)CE Ventures (CEIIF)Don HoFour Cities+2 more

SmartAssetsmartasset.comin𝕏Series C

Fisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients.

ConsumerFintechMarketplacesSaaSNew York City, US

Michael Carvin(CEO)inPhilip Camilleri(CTO)Sheree Ryan(Director of Recruiting)Sam Gelwan(Recruiter)Jamie Stevenson(Senior Technical Recruiter)Melissa Kraus(Senior Recruiter)

Co-investorsContour Venture PartnersEvolution VC PartnersFitz Gate VenturesFJ LabsGray VenturesIA Capital Group+14 more

Frequently asked questions

What stage does Focus Partners Wealth invest at?
Focus Partners Wealth invests at the Growth stage.
Where is Focus Partners Wealth located?
Focus Partners Wealth is headquartered in Hingham, US.

Images

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