Sunpointe Investments
Sunpointe Investments is a privately held, SEC-registered investment advisor in St. Louis and Portsmouth that provides family office, wealth management, portfolio management, financial planning, and concierge services to family offices and affluent individual investors, servicing approximately $4.7B in assets.
- Company typePrivate
- Founded2015
- HeadquartersMissouri City, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Sunpointe Investments does
Sunpointe Investments (legal entity: Sunpointe LLC) is a privately held, SEC-registered investment advisor headquartered in St. Louis, Missouri, with a secondary office in Portsmouth, New Hampshire. The firm serves family offices and affluent individual investors, offering an integrated stack of family office, wealth management, portfolio management, financial planning, and concierge services. It was founded approximately ten years prior to 2025 and remains founder/management-owned with no disclosed external investors, operating with a small team of 1-10 employees.
The firm's investment approach is grounded in behavioral finance principles and is differentiated by access to alternative investments, including direct private equity and real asset programs that are typically unavailable to retail investors and smaller RIAs. As of 12/31/25 the firm serviced approximately $4.7B in client assets and reported a 97% client retention rate, both indicators of entrenched relationships in its HNW and family office niche. Distribution appears primarily referral-driven, supplemented by content marketing through a website resource center, webinars, and LinkedIn.
Revenue is generated principally through percentage-of-AUM advisory fees on managed portfolios, with potential ancillary revenue from financial planning and concierge services bundled into the family office offering. No funding rounds, M&A activity, patents, or AI/ML capabilities are disclosed in the available input, and no third-party investor capital has been raised, consistent with a founder-controlled boutique operating model.
Sunpointe Investments firmographics
Firmographics- Name
- Sunpointe Investments
- Legal name
- Sunpointe LLC
- Website
- https://sunpointeinvestments.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Sunpointe Investments is a privately held, SEC-registered investment advisor in St. Louis and Portsmouth that provides family office, wealth management, portfolio management, financial planning, and concierge services to family offices and affluent individual investors, servicing approximately $4.7B in assets.
- Ownership category
- akta.pro rank
Sunpointe Investments industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Sunpointe Investments is headquartered
LocationHeadquarters
- HQ city
- Missouri City
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Sunpointe Investments business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Investment Advisory Services: Sunpointe LLC provides investment advisory services to clients, charging fees for portfolio management, financial planning, and related wealth management services. As a Registered Investment Advisor (RIA), the firm generates revenue through advisory fees, typically structured as a percentage of assets under management (AUM). The firm services $4.7B in assets as of 12/31/25, making AUM-based fees a primary revenue stream.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Sunpointe Investments product offering
Product offeringCore offering
Sunpointe Investments (Sunpointe LLC) is a privately held, SEC-registered investment advisor that delivers wealth management, portfolio management, family office services, financial planning, and concierge services to high-net-worth individuals and families. The firm manages approximately $4.7 billion in assets under management as of 12/31/2025 and reports a 97% client retention rate.
Product overview
Sunpointe Investments is a wealth management and family office firm offering integrated financial services. The company operates as a unified platform combining five core service offerings: Family Office Services for ultra-high-net-worth families building private equity and real asset programs; Wealth Management for executives and business owners; Portfolio Management providing institutional-grade investment access; Financial Planning rooted in behavioral finance principles; and Concierge Services for administrative coordination. The firm manages $4.7 billion in assets as of December 31, 2025, maintains 97% client retention, and is SEC Registered. Services are delivered through offices in St. Louis, Missouri and Portsmouth, New Hampshire.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Portfolio Management
- Family Office Services
- Financial Planning
- Concierge Services
Quantifiable outcome
- $4.7B in assets serviced as of 12/31/25
- +1 more outcomes
Companies that use Sunpointe Investments
Customer profileSegments2 records
Ideal customer profiles1 record
Sunpointe Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sunpointe Investments partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- IndexIQ (for NYLI MacKay Shields Municipal Intermediate ETF)minorSunpointe LLC (the RIA entity) held a position in the NYLI MacKay Shields Municipal Intermediate ETF (MMIT) managed by IndexIQ. IndexIQ is the manager of the ETF, which was launched in October 2017. This represents a holdings position rather than a formal business partnership. Sunpointe adjusts positions in various ETFs and securities as part of its investment management activities.
- APA Corporation (securities holding)minorSunpointe LLC increased its stake in APA Corporation (oil and gas exploration company) by 76.8% during Q4. This represents an investment holdings position in publicly traded securities, not a formal business partnership or alliance.
Scale indicators3 records
Recent moves1 record
Expansion highlights4 records
Sunpointe Investments competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large independent RIA and family-office firm serving HNW/UHNW clients with comprehensive wealth management, portfolio management, and financial planning. Highly comparable to Sunpointe across business model, client base (HNW families, business owners, executives), and service breadth.
- Aspiriant: Independent, fee-only RIA providing wealth management, tax planning, and family-office services to HNW individuals and families. Comparable to Sunpointe in fee-only RIA model, HNW client focus, and integrated wealth/financial-planning services.
- Hightower Advisors: RIA platform serving HNW individuals, families, and institutions through affiliated advisors, with investment management and family-office capabilities. Comparable to Sunpointe in target client, RIA structure, and wealth-management service offering.
- GenTrust: Independent RIA and family-office firm serving HNW families and individuals with investment management, financial planning, and concierge services. Comparable to Sunpointe in boutique RIA positioning, HNW/family-office client mix, and AUM-fee model.
- Bessemer Trust: Specialist private wealth and family-office firm focused exclusively on UHNW families, providing investment management, trust, estate, and family-office services. Closely comparable to Sunpointe's family-office service line and UHNW client focus.
- Cerity Partners: Independent RIA and family-office firm providing investment management, financial planning, tax, and estate services to HNW individuals and families. Comparable to Sunpointe in boutique RIA model, HNW/family-office focus, and AUM-based fee structure.
- Mariner Wealth Advisors: Independent RIA and family-office firm providing wealth advisory, investment management, and financial planning to HNW clients and families. Directly comparable to Sunpointe in client segment (HNW/UHNW), fee model, and integrated services.
- Pathstone: Independent RIA and family-office firm serving UHNW families, foundations, and endowments with investment advisory, wealth planning, and family-office services. Closely comparable to Sunpointe's UHNW/family-office positioning and integrated service model.
Broad incumbents
- Edelman Financial Engines: Large national RIA offering wealth management, investment advisory, and financial planning to individuals and families across mass-affluent and HNW segments. Comparable in RIA model and fee-based wealth management but with much broader scale and mass-affluent reach.
- Focus Financial Partners: Leading RIA consolidator partnering with many independent wealth management and family-office firms. Comparable to Sunpointe as a representative independent RIA competitor; Focus itself is broader, providing scale, capital, and back-office support to firms like Sunpointe.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Sunpointe Investments social profiles
Digital presenceSunpointe Investments compliance and trust
Trust signalCompliance1 record
Sunpointe Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sunpointe Investments leadership team
Management profileNumber of profiles
Profiles1 record
Sunpointe Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sunpointe Investments M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sunpointe Investments
What does Sunpointe Investments do?
Sunpointe Investments (Sunpointe LLC) is a privately held, SEC-registered investment advisor that delivers wealth management, portfolio management, family office services, financial planning, and concierge services to high-net-worth individuals and families. The firm manages approximately $4.7 billion in assets under management as of 12/31/2025 and reports a 97% client retention rate.
Is Sunpointe Investments a public or private company?
Sunpointe Investments is a private company. It is classified as unknown and is currently operating.
When was Sunpointe Investments founded?
Sunpointe Investments was founded in 2015. It employs 1 to 10 people.
Where is Sunpointe Investments based?
Sunpointe Investments is headquartered in Missouri City, United States, in the North America region.
How does Sunpointe Investments make money?
One revenue line is on record: investment Advisory Services.
Who are Sunpointe Investments's main competitors?
Direct peers on record are Creative Planning, Aspiriant, Hightower Advisors, GenTrust, Bessemer Trust, Cerity Partners, Mariner Wealth Advisors and Pathstone. Broad incumbents are Edelman Financial Engines and Focus Financial Partners.
Does Sunpointe Investments have an API?
No public API is recorded for Sunpointe Investments.
What industry is Sunpointe Investments in?
Sunpointe Investments's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.