SAGEPOINT FINANCIAL INC

70 known aliases resolved via the canonical alias map

Market position · 2024

Plans served51-122 YoYRank #327 of mapped providers

Assets under administration$6.4B0.0%Market share · rank #1583

Fees received$1MMedian $12,000/planSum across Schedule C direct + indirect

Net wins YoY-1147 won · 121 lostPlan-level switch detection

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