Fieldpoint Private
fieldpointprivate.com
Actively hiring
Financial Services
Wealth Management & Financial Advisors
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Overview
News
Salaries
Products
People
Growth
Offices
Financials
Funding and backers
Total raised
$86.6M
5 rounds on record
Latest round
$34M
Venture round · Sep 2026 · 1 mo ago
Team
51-200
employees, estimated range
Backers
1
Patriot Financial Partners
The money's age
Fresh money
1 months since the last round · not hiring
Momentum
35/100
in the news, fresh money
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Sep 28
Board appointment Brian Donovan, Director · SEC Form D
Sep 9
Raised a round Venture round $34M · SEC Form D
Mar 26
New executive Fieldpoint Private Names David Bagatelle as Chief Banking Officer · fieldpointprivate.com
Sep 30, 2024
Raised a round Venture round $5M · SEC Form D
Dec 18, 2023
Raised a round Venture round $5M · SEC Form D
Dec 29, 2022
Raised a round Venture round $4.4M · SEC Form D
May 15, 2022
Released an app Fieldpoint Private Banking · App Store
Jun 28, 2021
Raised a round Venture round $38.2M · SEC Form D
Tractionpublic signals, read monthly
App Store
4.8 ★
95 ratings
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Sep 2026 | $34M | — | SEC Form D |
| Venture round | Sep 2024 | $5M | — | SEC Form D |
| Venture round | Dec 2023 | $5M | — | SEC Form D |
| Venture round | Dec 2022 | $4.4M | — | SEC Form D |
| Venture round | Jun 2021 | $38.2M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Fieldpoint Private Holdings, Inc. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Timothy TullyDirectorSEC Form D
B. McMahonExecutive OfficerSEC Form D
Gina OmolonExecutive OfficerSEC Form D
H. HollandExecutive Officer, DirectorSEC Form D
Brent YamaatoExecutive OfficerSEC Form D
Gina OlomonExecutive OfficerSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
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News
Fieldpoint Private Announces Successful Capital Raise
$34 million of new capital will accelerate balance sheet repositioning and expansion of our growth strategyThis investment underscores Fieldpoint...
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Fieldpoint Private Announces Successful Capital Raise
$34 million of new capital will accelerate balance sheet repositioning and expansion of our growth strategy This investment underscores Fieldpoint's commitment to a distinctive private client strategy focused on middle market companies and high net worth
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Fieldpoint Private Named "Best Boutique Private Bank - USA" and "Most Innovative Business Model"
Fieldpoint Private has been recognized at the 2026 Global Private Banking Innovation Awards, earning honors for "Best Boutique Private Bank - USA" and "Most Innovative Business Model." The Digital Banker takes a closer look at how Fieldpoint turned indust
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Investment News: Max and Fieldpoint Private Launch Benchmark, a Private Banking Platform for RIAs
Industry publication Investment News features the announcement of Benchmark, by Fieldpoint Private and Max. Benchmark is a turnkey private banking platform for independent RIAs and their high-net-worth clients. It embeds banking into advisors' workflows,
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Fieldpoint Private and MaxMyInterest Launch 'Benchmark,' a Turnkey Private Banking Platform for Independent RIAs and Their Clients
GREENWICH, Conn. and PORTSMOUTH, N.H., Aug. 27, 2026 (GLOBE NEWSWIRE) -- Fieldpoint Private and MaxMyInterest (
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Fieldpoint Private and MaxMyInterest Launch 'Benchmark,' a Turnkey Private Banking Platform for Independent RIAs and Their Clients
Benchmark enables independent wealth advisors to offer clients a full complement of private banking services, from advanced cash optimization to bespoke lending, free of competitive conflict
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Report
Fieldpoint Private and MaxMyInterest Launch 'Benchmark,' a Turnkey Private Banking Platform for Independent RIAs and Their Clients
Benchmark enables independent wealth advisors to offer clients a full complement of private banking services, from advanced cash optimization to bespoke lending, free of competitive conflict. GREENWICH, CT and PORTSMOUTH, NH - August 27, 2026 - Fieldpoint
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Beware of Check Washing Schemes
In today's digital age, scams and other criminal behavior seem to garner additional news headlines every day, making careful stewardship of your digital financial security of the utmost importance. While many individuals and businesses have embraced elect
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Fieldpoint Private Welcomes New Banking Team
New Managing Directors bring decades of experience in corporate trust, escrow, loan agency, captive insurance and project finance GREENWICH, Conn., July 23, 2026 (GLOBE NEWSWIRE) -- Fieldpoint Private today announced the expansion of its Private Commercia
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People
Timothy Tully
Director
B. McMahon
Executive Officer
Gina Omolon
Executive Officer
H. Holland
Executive Officer, Director
Brent Yamaato
Executive Officer
Gina Olomon
Executive Officer
Rodney Whitwell
Executive Officer, Director
David Bagatelle
Executive Officer
Uri Ivron
Executive Officer
Ian Cox
Executive Officer
John Davis
Executive Officer
Carol Feeley
Executive Officer
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Greenwich
United States
HQ
50-200 est. staff
Financials
Total raised
$86.6M
Latest round
Venture - Series Unknown
Funding rounds
5