What Focus Point Solutions Inc does

FocusPoint Solutions is a private RIA outsourcing and consulting firm headquartered in Portland, Oregon, founded around 2011 (note: firmographics list year_founded as 2003, a discrepancy not resolved by available sources) and operating for approximately 15 years before its March 2026 acquisition by Wealth Enhancement. The company provides a turnkey outsourcing platform for independent financial advisors, combining a white-label Corporate RIA platform, back/middle office administration, a practice development program, marketing services, compliance support, investment management services, and advisor transition assistance. Its proprietary service-delivery framework, branded Virtual Ensemble®, functions as a virtual extension of each advisor's staff.

The technology stack is non-proprietary and integrated rather than homegrown: portfolio management runs on Orion, CRM runs on Salesforce, and FocusPoint layers its white-label investment process and operational workflows on top. Distribution is consultative and sales-led, targeting five advisor personas — breakaway advisors, existing RIAs, hybrid RIAs, new RIAs, and bridge RIAs — through content marketing (Advisor E-Tips blog, downloadable brochures, case studies) and direct engagement via demo requests and confidential consultations. Pricing is quote-based on monthly recurring subscription terms and is not publicly disclosed.

Revenue mechanics rely on recurring outsourcing fees from a distributed base of independent advisor clients; the FocusPoint and H Group advisor collective overseen approximately $6.7 billion in client assets at acquisition, with the firm itself employing 11–50 people. Founder Chris Hicks led the business through to its March 2026 sale, with current President Chris Easton providing leadership continuity. Post-acquisition, FocusPoint was incorporated into Advisory Solutions Group, a newly formed RIA affiliate of Wealth Enhancement, which holds more than $142.6 billion in total client assets.

Name

Focus Point Solutions Inc

Legal name

FocusPoint Solutions

Website

https://focuspointsolutions.com

Company type

Private

Founded year

2011

Operating status

Acquired

Headcount range

11–50 employees

Short description

FocusPoint Solutions is a Portland, Oregon-based RIA outsourcing firm that provides back/middle office services, practice development, compliance, marketing, and white-label investment management to breakaway, existing, and hybrid independent financial advisors across the United States.

Ownership category

akta.pro rank

Product category

RIA Outsourcing Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• RIA outsourcing services
• Back office support
• Practice development
• Compliance solutions
• Investment management services

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. RIA Outsourcing Services: FocusPoint generates revenue through providing comprehensive outsourcing solutions to RIAs and financial advisors. Services include back/middle office support, practice development programs, compliance solutions, marketing services, investment management support, and technology solutions. The company offers a complete package incorporating experienced back office services team and robust practice development program.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

FocusPoint Solutions provides comprehensive turnkey RIA outsourcing and consulting services for independent financial advisors, including back/middle office administration, practice development, compliance, marketing, investment management, advisor transition support, and integrated technology delivered through a proprietary Virtual Ensemble® virtual team model. The offering combines a white-label Corporate RIA Platform with operational services to enable breakaway, existing, hybrid, new, and bridge RIAs to scale and operate independently.

Product overview

FocusPoint Solutions offers a comprehensive, turnkey RIA outsourcing platform designed for independent financial advisors. The core offering combines a Corporate RIA Platform providing white-label portfolio management infrastructure with Back/Middle Office Services for administrative support. Advisors also receive access to a Financial Advisor Development Program for business growth, Marketing Services, Investment Management Services, RIA Technology Solutions (featuring integrations with Orion and Salesforce), Compliance Solutions, and Advisor Transitions Services. The proprietary Virtual Ensemble model serves as the service delivery framework, providing advisors with a dedicated virtual support team. The company positions itself as built by advisors for advisors, offering solutions that scale from breakaway advisors to established RIAs seeking operational efficiency and growth.

Differentiator

Problem solved

Functional benefit

Products and services

• FocusPoint RIA Outsourcing Services Comprehensive turnkey outsourcing solution for registered investment advisers providing back-office support and practice development services, enabling advisors to focus on client relationships and business growth.
• Corporate RIA Platform for Financial Advisors White-label portfolio management platform and infrastructure enabling advisors to operate as independent RIAs with integrated technology and support systems.
• Back/Middle Office Services Administrative support including data maintenance, billing, account reviews, and account administration, allowing advisors to focus on client-facing activities.
• Financial Advisor Development Program Practice development and business growth program offering strategic planning, branding, marketing support, and ongoing advisor coaching through weekly sessions.
• Financial Advisor Marketing Services Marketing support including branding, messaging, collateral development, digital marketing, content creation, and lead generation campaign management.
• Investment Management Services Portfolio management and investment strategy services with white-label process design (Un-TAMP Your Business™), enabling advisors to offer tailored investment solutions aligned with client goals and risk tolerance without acting as a third-party asset manager.
• RIA Technology Solutions Integrated technology suite including CRM systems, portfolio management software, compliance tools, and virtual office capabilities with best-in-class platforms like Orion and Salesforce.
• Financial Advisors Compliance Solutions Compliance support including policy development, auditing, regulatory reporting, Form ADV preparation, and SEC examination readiness assistance.
• Advisor Transitions Services Support for breakaway advisors transitioning from wirehouses or other firms, including legal review, custodian setup, and operational infrastructure development.
• Virtual Ensemble® Proprietary virtual team model providing experienced professionals as an extension of the advisor's staff, handling back-office responsibilities while enabling advisors to focus on client relationships.

Quantifiable outcome

• Advisors successfully transition to independence with near 97% client retention rates according to Schwab benchmarking data

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Wealth EnhancementcoreStrategic or Co-development Partner · 3 March 2026FocusPoint Solutions was acquired by Wealth Enhancement, a national independent wealth management firm, along with The H Group. The acquired businesses collectively oversee approximately $6.7 billion in client assets. Following the acquisition, FocusPoint Solutions will be incorporated into Advisory Solutions Group, a newly formed RIA affiliated with Wealth Enhancement. Chris Hicks served as Founder and Owner of FocusPoint Solutions.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Orion Advisor Technology: A leading provider of portfolio management, CRM, and advisor technology platforms to RIAs. Highly comparable because FocusPoint explicitly builds its technology stack on Orion, and both serve the same RIA customer base seeking integrated tech and operational outsourcing.
• AssetMark: TAMP and wealth management platform serving independent RIAs with technology, investment solutions, and practice management support. Directly comparable to FocusPoint's outsourced RIA platform value proposition.
• Dynasty Financial Partners: Provider of business and technology platforms for breakaway and independent advisors, including transition support and practice management. Directly comparable to FocusPoint's breakaway-advisor focus and integrated outsourcing model.
• RIA in a Box: Compliance, operations, and cyber-focused outsourcing provider to small and mid-sized RIAs. Comparable in serving independent advisors with outsourced operational and compliance solutions, though narrower than FocusPoint's full-stack offering.
• Brinker Capital (Orion Portfolio Solutions): TAMP and outsourced investment solutions business within Orion. Highly comparable as a TAMP-style platform serving RIAs seeking white-label portfolio management — directly competes with FocusPoint's 'Un-TAMP' positioning.

Broad incumbents

• Envestnet: Large incumbent providing TAMP, portfolio management, and advisor technology services to thousands of advisors. Comparable as a competing outsourcing/TAMP platform for RIAs, but operates at much greater scale and breadth than FocusPoint's bespoke offering.
• Schwab Advisor Services: Custodian-advisor platform offering technology, practice management, and transition support to RIAs. Comparable to FocusPoint in serving independent advisors, but operates at vastly larger scale and bundles services with custody relationships.
• Fidelity Institutional: Custodian and advisor technology platform providing integrated back-office, custody, and practice management solutions to RIAs. Comparable as a one-stop-shop alternative to FocusPoint's outsourced back/middle office model.
• SEI Advisor Network: Advisor services and outsourced operations platform for independent RIAs, offering technology, investment management, and back-office support. Comparable breadth of services to FocusPoint's Virtual Ensemble® model.
• Wealth Enhancement Group: Parent acquirer of FocusPoint and operator of Advisory Solutions Group. Comparable as a large wealth management platform integrating RIA outsourcing capabilities, and represents the structural context FocusPoint now operates within.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Focus Point Solutions Inc