Tech stack
No one at Spirepoint Private Client, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Spirepoint Private Client, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Folio
Per Form ADV · $911M held · filed Nov 2024
Advisor Lead Gen
Service providers
The firms Spirepoint Private Client, LLC works with. Tools marked “spotted on their website” are linked from or built into Spirepoint Private Client, LLC's own website (a client login, a scheduling link, a form).
Independent RIA Support
