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Running Point logo — Your Family Office—We deliver bespoke investment solutions,...

Running Point

Your Family Office—We deliver bespoke investment solutions, innovations, and unique perspectives to you and your family.

Founded 2019 United States El Segundo, United States 16 employees Finance, Financial Services +1

General Information

Company Name Running Point
Founded Year 2019
Location United States El Segundo, United States
Founders / Decision Makers
Team member Team member
Employees 16
Industries Finance, Financial Services, Insurance
Social

BounceWatch is an independent company data service, not affiliated with Running Point. To contact Running Point, visit runningpointcapital.com.

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About Running Point

Running Point, founded in 2019, is a multifamily office offering bespoke investment solutions and financial services. With a focus on the total well-being of their clients and their families, Running Point provides a holistic approach to financial management, including investment and asset management, financial planning, tax preparation and consulting, insurance services, trusts and estates, and bookkeeping. Headquartered in the United States, Running Point emphasizes collaboration and integration of financial professionals under a single roof to cater to the diverse needs of busy families, particularly those who own businesses. Although the last investment and investors are not specified, its dedication to providing comprehensive financial services tailored to individual and family needs positions Running Point as an essential player in the Financial Services and Insurance industries. This startup showcases potential for growth and value creation, making it an intriguing prospect for venture capital investment.

Taxonomy: Family Office, Multifamily Office, Investment Management, Financial Planning, Tax Advisory, Insurance Services, Estate Planning, Wealth Management, High Net Worth Clients, Business Management, Trust Services, Bespoke Investment Solutions, Financial Professionals, Holistic Approach

No funding data available for Running Point yet.

Running Point Alternatives & Competitors

Running Point vs
Leo Wealth
Leo Wealth United States

Your Wealth. Our Responsibility.

67 employees
Financial Services, Insurance
Running Point vs
R.M. Davis
R.M. Davis United States

One of Northern New England's Largest Independent Investment Advisers

73 employees
Finance, Financial Services
Running Point vs
Hohimer Wealth Management
Hohimer Wealth Management United States

INVEST TODAY in Tomorrow's Dreams

15 employees
Finance, Financial Services
Also compare with: Running Point vs Waterfield Advisors Waterfield Advisors

FAQ About Running Point

Your Family Office—We deliver bespoke investment solutions, innovations, and unique perspectives to you and your family.
Running Point was founded in 2019.
Running Point is headquartered in El Segundo, United States.
Running Point operates in Finance, Financial Services and Insurance. Its work centres on Family Office, Multifamily Office, Investment Management and Financial Planning.
Running Point has approximately 16 employees.
Top alternatives and competitors to Running Point include Leo Wealth, R.M. Davis, Hohimer Wealth Management, Harris Private Wealth, Ark Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Running Point and Leo Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Running Point, https://bouncewatch.com/company/running-point, updated 29 November 2024. When citing, please name BounceWatch and link this page.

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