Fieldpoint Private Holdings, Inc. filed a Form D with the SEC, reporting $34M sold, of a $34M offering.

{
  "signal_id": "fd-0001870391-26-000002",
  "signal_type": "sec-form-d-funding",
  "signal_subtype": "newFilingCompany",
  "detected_at": "2026-09-28T00:00:00+00:00",
  "company": {
    "name": "Fieldpoint Private Holdings, Inc.",
    "domain": "fieldpointprivate.com"
  },
  "data": {
    "cik": "0001870391",
    "phone": "203-413-9300",
    "detail": "This fundraising suggests a growth-focused or balance-sheet-strengthening phase rather than an early startup stage, with capital likely supporting loan origination, customer acquisition, and broader private banking operations. Vendors should pay attention to needs around banking technology, lending infrastructure, compliance/regulatory support, treasury systems, card program operations, and client experience tooling. The company’s emphasis on customized credit strategies and modern private banking also points to potential spending on digital workflows and service automation.",
    "topics": [
      "Commercial Banking",
      "Private Banking",
      "Capital Raise",
      "Treasury Management",
      "Wealth Management"
    ],
    "summary": "Fieldpoint Private Holdings, Inc. is a Greenwich-based commercial and private banking platform offering commercial loans, treasury/cash management, trust, wealth-transfer, and credit card products. The company raised $34,000,000 from 17 investors, signaling a meaningful capital event for a financial services firm that may be expanding lending capacity and product offerings.",
    "website": "https://fieldpointprivate.com",
    "location": "Greenwich, CONNECTICUT",
    "file_date": "2026-09-28",
    "form_type": "D",
    "relevance": 0.58,
    "confidence": "high",
    "exemptions": [
      "06b"
    ],
    "filing_url": "https://www.sec.gov/Archives/edgar/data/1870391/000187039126000002/",
    "source_url": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001870391&type=D&dateb=&owner=include&count=40",
    "entity_name": "Fieldpoint Private Holdings, Inc.",
    "entity_type": "Corporation",
    "jurisdiction": "MARYLAND",
    "primary_topic": "Commercial Banking Fundraise",
    "revenue_range": "Decline to Disclose",
    "business_state": "CT",
    "industry_group": "Commercial Banking",
    "related_persons": [
      {
        "name": "Rodney Whitwell",
        "roles": [
          "Executive Officer",
          "Director"
        ]
      },
      {
        "name": "David Bagatelle",
        "email": "d***@fieldpointprivate.com",
        "roles": [
          "Executive Officer"
        ],
        "linkedin_url": "linkedin.com/in/david-bagatelle-1781304"
      },
      {
        "name": "Uri Ivron",
        "email": "u***@fieldpointprivate.com",
        "roles": [
          "Executive Officer"
        ],
        "linkedin_url": "linkedin.com/in/uri-ivron-93317ab3"
      },
      {
        "name": "Ian Cox",
        "roles": [
          "Executive Officer"
        ]
      },
      {
        "name": "John Davis",
        "email": "j***@fieldpointprivate.com",
        "roles": [
          "Executive Officer"
        ]
      },
      {
        "name": "Carol Feeley",
        "email": "c***@fieldpointprivate.com",
        "roles": [
          "Executive Officer"
        ],
        "linkedin_url": "linkedin.com/in/carol-feeley-19424a11"
      },
      {
        "name": "James Deutsch",
        "roles": [
          "Director"
        ]
      },
      {
        "name": "Brian Donovan",
        "roles": [
          "Director"
        ]
      }
    ],
    "total_investors": 17,
    "accession_number": "0001870391-26-000002",
    "securities_types": [
      "Equity"
    ],
    "business_location": "Greenwich, CT",
    "total_amount_sold": 34000000,
    "minimum_investment": 50000,
    "resolved_entity_name": "Fieldpoint Private",
    "resolved_entity_type": "operating_company",
    "total_offering_amount": 34000000,
    "company_domain_confidence": 10,
    "has_non_accredited_investors": false
  }
}

curl https://signals.autobound.ai/v1/signals/fd-0001870391-26-000002 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"fieldpointprivate.com","limit":20}'