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Fieldpoint Private successfully raises $34 million in equity capital, led by Strategic Value Bank Partners, LLC. The funds will be used to strengthen the bank's balance sheet and support organic growth initiatives.

PRIVATESep 23, 2026about 2 hours ago

Amount Raised

$34 Million

Round Type

Venture - Series Unknown

ConnecticutFinancial Services

Investors

Patriot Financial PartnersGcp Capital PartnersStrategic Value Bank Partners, Llc

Description

Fieldpoint Private has completed a $34 million equity capital raise, attracting significant interest from institutional investors and existing shareholders. This funding will accelerate its transformation, focusing on serving middle-market companies and enhancing its core business. The capital will help in repositioning and strengthening the bank's balance sheet. Additionally, Fieldpoint is innovating its operational platform to efficiently utilize technology and AI.

Company Information

Company

Fieldpoint Private Trust

Location

100 Field Pt Rd

Connecticut, United States

About

Fieldpoint Private Trust delivers comprehensive fiduciary services and family office resources. The firm specializes in advanced planning, governance, and wealth structuring to preserve and grow capital across generations. Their planning-first approach aims to simplify complex financial situations for clients.

Fundz sees it the moment Fieldpoint Private Trust raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Verified contactsDavid B., Chief Banking OfficerSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Fieldpoint Private Trust's next move

See what Strategic adds

Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

Fieldpoint Private Trust raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 285,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.