1. Home
  2. Industries
  3. Finance & Banking
  4. Venture Capital
  5. Beacon Pointe

Beacon Pointe

6 Decision Makers · 14 Verified Contacts & Email Format

beaconpointe.com
📍 Newport Beach, CAFinance & Banking🗓 Est. 2002👥 251–500 employees
See 14 verified contactsCheck beaconpointe.com emails
Employees
251-500
Founded
2002
Type
For Profit
Headquarters
Newport Beach, CA

Company data last updated Jul 31, 2025.

About Beacon Pointe

Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.

Who to contact at Beacon Pointe

7ExecutiveManaging Director, Partner, Managing Director
2Finance & legalAssociate Wealth Advisor, Senior Associate, Mergers & Acquisitions
5OtherWealth Advisor, Client Service Representative

Email Format

{first_letter_first_name}{last_name}@beaconpointe.com
100% ssmith@beaconpointe.com

Email Deliverability

↻ Sign in to regenerate

DNS health check for beaconpointe.com

Loading…

Leadership & Decision Makers

Contact details of 6 Beacon Pointe decision makers

Andrew Reinhardt

Managing Director LinkedIn
Work a********t@beaconpointe.com

Dan Akers

Partner, Managing Director LinkedIn
Work d****s@beaconpointe.com

Derek Newcomer

Investment Consultant, Director – Investment Manager Research LinkedIn
Work d*******r@beaconpointe.com

Ryan Griffin

Director - Mergers & Acquisitions LinkedIn
Work r******n@beaconpointe.com

Burk Rosenthal

Partner & Managing Director
No contact data available

Matthew Cooper

Founder
No contact data available

Team & Specialists

Contact details of 8 Beacon Pointe team members

Jonathan Savorgiannakis

Associate Wealth Advisor LinkedIn
Work j*************s@beaconpointe.com

Peter Gottlieb

Senior Associate, Mergers & Acquisitions LinkedIn
Work p*******b@beaconpointe.com

Jill Broder Steinberg

Women's Advisory Institute Board Member LinkedIn
Work j********g@beaconpointe.com

Alex Kassouf

Wealth Advisor LinkedIn
Work a******f@beaconpointe.com

Shannon Eusey

Women's Advisory Institute Board Member LinkedIn
Work s****y@beaconpointe.com

Grant Lyon

Wealth Advisor LinkedIn
Work g***n@beaconpointe.com

Cory Bruntz

Wealth Advisor
No contact data available

Emily Hadley

Client Service Representative
No contact data available

General Emails

General company emails, e.g. customer support lines

info@beaconpointe.com General Inquiries
admin@beaconpointe.com Admin Team
support@beaconpointe.com Customer Service
manager@beaconpointe.com Management Department
info@bpadvisors.com General Inquiries
bmeyer@beaconpointe.com
akassouf@beaconpointe.com
hgrantham@beaconpointe.com
laineainsworth@beaconpointe.com
bjackson@beaconpointe.com

Verify Beacon Pointe Emails

Similar Companies like Beacon Pointe

Blackstone Group

blackstone.com
Finance & Banking · New York, NY · Est. 1985 · 251–500 employees Why similar: shared segment: Finance & Banking, Venture Capital · same size band · same country

HQ: New York, NY

BMO Nesbitt Burns

bmo.com
Finance & Banking · Toronto, Ontario, Canada · Est. 1987 · 251–500 employees Why similar: shared segment: Finance & Banking, Venture Capital · same size band

HQ: Toronto, Ontario, Canada

Team8

team8.vc
Cybersecurity · Tel Aviv-yafo, Tel Aviv, Israel · Est. 2014 · 101–250 employees Why similar: shared segment: Finance & Banking, Venture Capital

HQ: Tel Aviv-yafo, Tel Aviv, Israel

Sequoia Capital

sequoiacap.com
Finance & Banking · Menlo Park, California, United States · Est. 1972 · 101–250 employees Why similar: shared segment: Finance & Banking, Venture Capital · same country

HQ: Menlo Park, California, United States

BMO Capital Markets

capitalmarkets.bmo.com
Finance & Banking · Toronto, Ontario, Canada · Est. 1988 · 1001–5000 employees Why similar: shared segment: Finance & Banking, Venture Capital

HQ: Toronto, Ontario, Canada

Explore similar firms in the Finance & Banking sector
Company Info Updated 31/07/2025
beaconpointe.com
Newport Beach, CA
Legal Name Beacon Pointe Wealth Advisors, LLC.
Employees 251-500
Founded Date 2002
Company Type For Profit
Diversity Spotlight Women Founded,Women Led
Operating Status Active
Last Funding Type Secondary Market
Phone Number (949) 718-1600
Last Investment Activity Jun 8, 2024
Investments Activity Jun 8, 2024Jun 4, 2024Jun 4, 2024
Where this data comes from

Records are compiled from publicly available sources and checked as described in our methodology. Company data last updated Jul 31, 2025.

See full email addresses & phone numbers Create a free account — no credit card needed, beta access open.
Get Free Access Sign in

Frequently Asked Questions about Beacon Pointe

What does Beacon Pointe do?

Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.

Where is Beacon Pointe headquartered?

Beacon Pointe is headquartered in Newport Beach, CA.

When was Beacon Pointe founded?

Beacon Pointe was founded in 2002.

How many employees does Beacon Pointe have?

Beacon Pointe has approximately 251-500 employees.

What industry is Beacon Pointe in?

Beacon Pointe operates in the Finance & Banking industry.

What is the email format for Beacon Pointe?

The most common email format at Beacon Pointe is {first_letter_first_name}{last_name}@beaconpointe.com. For example: flastname@beaconpointe.com.

How do I contact Beacon Pointe?

You can contact Beacon Pointe via email at info@beaconpointe.com or admin@beaconpointe.com, headquartered in Newport Beach, CA.

Explore more
Finance & Banking companies Companies in Newport Beach, CA Email format guide: Finance & Banking ← Beacon India Private Equity Fund Beal Bank → All industries Check beaconpointe.com emails Request removal of a contact