About Reference Point

Reference Point is a boutique strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry. We combine proven experience and practical experience in a unique consulting model to give clients superior quality and superior value. Our engagements are led by former industry executives, supported by top-tier consultants. We partner with our clients to assess challenges and opportunities, create practical strategies, and implement new solutions to drive measurable value for them and their organizations.

Press Releases


Fact Sheet

A brief overview of the history and current practice of Reference Point.

Fact Sheet (PDF)


Media Inquiries

For media requests, please contact info@referencepoint.com.