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BluePointe Capital Management is an SEC-registered, independent, fee-only advisory firm located in San Mateo, CA. It has been in business since 2006.
BluePoint concentrates on financial challenges senior executives face, with solutions such as generational wealth transfer and tax minimization, and hedging strategies for concentrated stock positions.
BluePointe Ventures is the venture capital arm of BluePointe Capital Management. They prefer to invest in companies they feel have innovative ideas or products and fund managers. The firm invests early with its fund-of-funds model which combines a direct investment model.
BluePointe Ventures' investments include Cloudleaf, FrontdeskAI, Fortella, Tubi, Tekion, Postmates, Next Force Technology, Wanderu, Avaamo and Estate Assist.
They exited their investment in Estate Assist.