C

Central Wealth Management, LLC

2 employees

A Wisconsin-based, boutique financial advisory firm with years of experience in many industries, serving clients unique opportunities.

Investor insights

Funding rounds participated in

$15M sweet spot round size

Most of their 1 investments are in rounds between $15M and $15M

Investor type

Private Equity Firm

Basic info

Industry

financial services

Date founded

2018

Investments made

U

Undisclosed raised $15M on July 1, 2022

Investors: Hivers & Strivers VC Fund, Mercury Fund, Academy Investor Network, BAT VC and Central Wealth Management, LLC

FAQ