Insights

Private Banking Growth Fieldpoint Private is expanding its private commercial banking footprint in the Greenwich/New York metro area with new senior leadership hires and a dedicated team to scale services for high net worth clients and independent RIAs.

Independent RIA Platform The launch of Benchmark, a turnkey private banking platform for independent RIAs and their clients, signals a focus on scalable tech-enabled partnerships; this creates cross-sell opportunities for custody, advisory, and client solutions.

Senior Talent Momentum Recent appointments of senior executives, including a Chief Banking Officer and multiple senior MDs, indicate a strategic push to deepen relationship management, risk oversight, and scale within core Greenwich and broader NY markets.

Tech Stack Modernization Adoption of cloud and fintech software (AWS, Google Cloud, Salesforce, DocuSign, Shopify, WordPress) suggests readiness for digital onboarding, enhanced client experience, and secure data workflows that can be leveraged in sales pitches.

Financial Scale With revenue in the hundred-million range and a growing team (51-200 employees), Fieldpoint Private presents a medium-scale opportunity for wholesale banking, trust services, and private wealth enablement to compete with mid-sized peers.

Similar companies to Fieldpoint Private

Fieldpoint Private Tech Stack

Fieldpoint Private uses 8 technology products and services including Amazon Web Services, Sucuri, WordPress, and more. Explore Fieldpoint Private's tech stack below.

Media & News

Fieldpoint Private's Email Address Formats

Fieldpoint Private uses at least 3 email formats:
Fieldpoint Private Email FormatsExamplePercentage
FLast@fieldpointprivate.comJDoe@fieldpointprivate.com
98%
Last@fieldpointprivate.comDoe@fieldpointprivate.com
1%
FirstLast@fieldpointprivate.comJohnDoe@fieldpointprivate.com
1%

Frequently Asked Questions

What is Fieldpoint Private's phone number?

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You can contact Fieldpoint Private's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fieldpoint Private's official website and social media links?

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Fieldpoint Private's official website is fieldpointprivate.com and has social profiles on LinkedIn.

How much revenue does Fieldpoint Private generate?

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As of October 2026, Fieldpoint Private's annual revenue is estimated to be $100M - $250M.

What is Fieldpoint Private's NAICS code?

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Fieldpoint Private's NAICS code is 52 - Finance and Insurance.

How many employees does Fieldpoint Private have currently?

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As of October 2026, Fieldpoint Private has approximately 102 employees across 2 continents, including North America and Europe. Key team members include Chief Credit Officer: H. H., Chief Banking Officer: R. H. and Vice President Finance: K. W. Explore Fieldpoint Private's employee directory with LeadIQ.

What industry does Fieldpoint Private belong to?

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Fieldpoint Private operates in the Financial Services industry.

What technology does Fieldpoint Private use?

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Fieldpoint Private's tech stack includes Amazon Web Services, Sucuri, WordPress, Salesforce, Shopify, Microsoft 365, Google Cloud and DocuSign.

What is Fieldpoint Private's email format?

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Fieldpoint Private's email format typically follows the pattern of FLast@fieldpointprivate.com. Find more Fieldpoint Private email formats with LeadIQ.

When was Fieldpoint Private founded?

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Fieldpoint Private was founded in 2008.
Fieldpoint Private logo

Fieldpoint Private

Financial ServicesConnecticut, United States51-200 Employees

Fieldpoint Private operates in the financial services space, delivering tailored private and commercial banking. Headquartered in Greenwich, Connecticut, the firm has a regional footprint with offices in the Northeast and Southeast and manages about $1.4 billion in assets. It targets RIAs, successful individuals, families, entrepreneurs, businesses, and institutions by offering a blended private and business banking approach, underpinned by unbiased guidance and personal service designed to help clients manage their time more effectively.

As a bank and trust institution, Fieldpoint Private is a member of FDIC and maintains its footprint across its targeted markets. A notable recent development is the appointment of David S. Bagatelle as Chief Banking Officer in March 2026, signaling leadership growth within the organization.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Fieldpoint Private's revenue is estimated to be in the range of $100M - $250M

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