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Insights

Personalized Wealth Services Fieldpoint Private specializes in providing customized private banking solutions for successful individuals, families, entrepreneurs, and institutions, indicating a strong potential for tailored financial products and exclusive banking services.

Digital Innovation Focus The company's recent launch of a comprehensive credit card program and implementation of payment solutions with Corserv demonstrate a commitment to enhancing digital banking and payment experiences, opening opportunities for fintech partnerships.

Expansion in RIA Sector The introduction of the Private Banking for RIAs and the exit from investment advisory activities highlight a strategic shift towards serving Registered Investment Advisors, presenting a niche market for specialized banking and managed services.

Growing Market Presence With offices across the Northeast and Southeast and assets of 1.4 billion dollars, Fieldpoint Private exhibits regional growth potential and the ability to expand its client base through personalized and innovative financial offerings.

Strategic Alliances Partnerships like the one with Corserv Solutions indicate a proactive approach to integrating advanced payment capabilities, suggesting opportunities for sales of fintech solutions and payment processing technology to enhance client banking experiences.

Fieldpoint Private Tech Stack

Fieldpoint Private uses 8 technology products and services including jsDelivr, Cloudflare, Salesforce, and more. Explore Fieldpoint Private's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Shopify
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • X-XSS-Protection
    Security

Media & News

Fieldpoint Private's Email Address Formats

Fieldpoint Private uses at least 1 format(s):
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?

Minus sign iconPlus sign icon You can contact Fieldpoint Private's main corporate office by phone at
+1-203-682-****
. 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 stock symbol?

Minus sign iconPlus sign iconFieldpoint Private is a publicly traded company; the company's stock symbol is N/A.

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

Minus sign iconPlus sign iconFieldpoint Private's official website is fieldpointprivate.com and has social profiles on LinkedIn.

How much revenue does Fieldpoint Private generate?

Minus sign iconPlus sign icon As of December 2025, Fieldpoint Private's annual revenue is estimated to be $31M.

What is Fieldpoint Private's SIC code NAICS code?

Minus sign iconPlus sign iconFieldpoint Private's SIC code is 6036 - Savings Institutions, Not Federally Chartered NAICS code is 52 - Finance and Insurance.

How many employees does Fieldpoint Private have currently?

Minus sign iconPlus sign iconAs of December 2025, Fieldpoint Private has approximately 109 employees across 2 continents, including North AmericaEurope. Key team members include Cmo And Director Of Advisory Banking: M. W.Chief Credit Officer: C. F.Chief Human Resources Officer: C. C.. Explore Fieldpoint Private's employee directory with LeadIQ.

What industry does Fieldpoint Private belong to?

Minus sign iconPlus sign iconFieldpoint Private operates in the Financial Services industry.

What technology does Fieldpoint Private use?

Minus sign iconPlus sign iconFieldpoint Private's tech stack includes jsDelivrCloudflareSalesforceShopifyJSON-LDjQuery MigrateDocuSignX-XSS-Protection.

What is Fieldpoint Private's email format?

Minus sign iconPlus sign iconFieldpoint 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?

Minus sign iconPlus sign iconFieldpoint Private was founded in 2008.

Fieldpoint Private

Financial ServicesConnecticut, United States51-200 Employees

Fieldpoint Private provides personalized private and commercial banking services. Headquartered in Greenwich, Connecticut, with offices spanning the Northeast and Southeast, the bank has $1.4 billion in assets. Catering to RIA's, successful individuals, families, entrepreneurs, businesses and institutions, Fieldpoint Private offers a reciprocal combination of private banking and business banking services. Through a comprehensive understanding of clients’ individual financial circumstances Fieldpoint Private furnishes unbiased advice and personal service to free up the one resource that, regardless of means, no one can ever have enough of: time.

Fieldpoint Private Bank & Trust, Member FDIC.

Section iconCompany Overview

Phone number
+1-203-682-****
Website
fieldpointprivate.com
SIC Code
6036 - Savings Institutions, Not Federally Chartered
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

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

Section iconFunding & Financials

  • $100M$250M

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

Company Leadership

  • Stylized image of a person
    M. W.
    Cmo And Director Of Advisory Banking
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. F.
    Chief Credit Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Chief Human Resources Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Chief Innovation Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. H.
    Chief Credit Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    J. D.
    Chief Innovation Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. D.
    Founding Partner/Cio
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. H.
    Chief Credit Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Executive Assistant To Chief Executive Officer And Private Banking Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Cmo And Director Of Advisory Banking
    Phone icon
    Mobile Phone

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