About Great Point
Our mission is to be a transformative financial services platform providing solutions for independent advisors, professional traders, investment bankers, and their clients..
Innovative Investments & Technology Solutions Since 2001
Who We Serve
Thoughtful high net worth investors and their families, experienced professional traders and their teams, advisory teams looking for a uniquely powerful partner and home and business owners looking for access to and advice with mergers and acquisitions and the debt and equity capital markets.
High Net Worth Investors
Over 20 Years of Wealth Management,
Investment Banking, and Capital Market Services