Crosspoint Advisory, Llc
Crosspoint Advisory provides financial administration and family office services. Our aim is to simplify our clients’ lives, return precious time, and create financial value. We envision Crosspoint at the intersection of the financial services community, creating a place where our clients and their various advisors can interact, share information, and execute what is in the clients’ best interests.
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Verified contacts
2
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- KG
Katie Guy
Accountant · Finance & Accounting
EmailPhone - PM
Peter Maher
Managing Director · General Business & Management
EmailPhone
Showing 2 of 2 verified contacts
Top roles at Crosspoint Advisory, Llc
2 distinct titles indexed · top 2 shown.
- 1accountant
- 1managing director
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