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Fieldpoint Private: Funding, Investors & Team (Oct 2026)

Fieldpoint Private is a financial services company providing wealth advisory services.

fieldpointprivate.com LinkedIn New York, United States 101-250 employees Founded 2008
Total raised
$34.0M
Rounds
1
Latest
Private Equity
Sep 2026

Fieldpoint Private has raised $34.0M across 1 funding round on record, the most recent a Private Equity of $34.0M announced in Sep 2026.

That round is above the $7.6M median round size for United States companies tracked on FundedIQ over the last two years.

Fieldpoint Private Company Profile and Key Stats

Total funding raised
$34.0M
across 1 round on record
Funding rounds on record
1
Latest funding round
Private Equity
$34.0M in Sep 2026
Employees
101-250
reported band
Founded
2008
Headquarters
New York, United States
Investors on record
3
3 named below

Latest funding round on record: Sep 2026.

Fieldpoint Private Funding Rounds

Date
Round
Amount
Private Equity
$34.0M

Fieldpoint Private Investors

Patriot Financial Partners GCP Capital Partners Strategic Value Bank Partners

Fieldpoint Private Founders and Leadership Team

Name
Role
Contact
Daniel Donahue
Co-Founder and Lead Director
Locked
Nicholas Bertha
President
Locked

Contact details for the Fieldpoint Private team: 1 of 2 have an email address on file, 2 have a LinkedIn profile.

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Fieldpoint Private Funding in Context

Segment
Companies
Median round
30,234
$7.6M
1,039
$53M

Fieldpoint Private's latest round of $34.0M is above the median round in United States. Medians cover the last 24 months of disclosed rounds.

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Fieldpoint Private Funding FAQs

What does Fieldpoint Private do?

Fieldpoint Private is a financial services company providing wealth advisory services.

How much funding has Fieldpoint Private raised?

Fieldpoint Private has raised $34.0M across 1 round on record. The most recent is a Private Equity of $34.0M announced in Sep 2026.

When did Fieldpoint Private last raise funding?

Fieldpoint Private's most recent funding round on record is a Private Equity of $34.0M, announced in Sep 2026.

Who has invested in Fieldpoint Private?

Investors on record for Fieldpoint Private include Patriot Financial Partners, GCP Capital Partners, Strategic Value Bank Partners.

Who founded Fieldpoint Private?

FundedIQ lists Daniel Donahue (Co-Founder and Lead Director) at Fieldpoint Private.

Where is Fieldpoint Private headquartered?

Fieldpoint Private is based in New York, United States.

How many employees does Fieldpoint Private have?

Fieldpoint Private is in the 101-250 employee band.

When was Fieldpoint Private founded?

Fieldpoint Private was founded in 2008.

About FundedIQ's Fieldpoint Private Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Fieldpoint Private is left off this page rather than filled in.

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