EdgePointers think and act like business owners, and believe in putting investors first. For us, building strong partner relationships is more important than asset gathering so we’re not the biggest wealth management firm – nor do we hope to be.
Investor insights
Funding rounds participated in
$255M sweet spot round size
Investor type
Privately Held
Basic info
Industry
Financial Services
Sectors
Financial Services
Date founded
2008
Funding rounds raised
Total raised
$255M
from 1 investors over 1 rounds
E
EdgePoint Wealth Management raised $255M on January 14, 2024