Compass Point Research & Trading LLC

Compass Point is a full-service middle market investment bank that provides innovative solutions for entrepreneurial businesses and their investors. They offer a suite of services, including investment banking, advisory, research, and institutional sales and trading services, tailored to meet client needs.

Their investment banking team leverages transaction experience to provide public and private investment banking and advisory services. The research team uses industry knowledge and forward-thinking ideas to provide timely information and investment ideas. The Equity Sales & Trading professionals aim to provide client service and executions. The Corporate Access team delivers corporate outreach to institutional investors.

Compass Point is a member of FINRA and SIPC.