Basic info
Industry
financial services
Sectors
Wealth Management
Financial Services
Investing
Finance
Strategy
Asset Management
Date founded
2007
Investments made
M
MONECO Advisors raised undisclosed on June 26, 2023
Investors: Emigrant Partners
D
Dakota Wealth Management raised undisclosed on January 5, 2023
Investors: Emigrant Partners
F
F.L.Putnam Investment Management Company raised undisclosed on December 19, 2022
Investors: Emigrant Partners
B
Beaird Harris raised undisclosed on December 6, 2021
Investors: Emigrant Partners
U
Ulrich Investment Consultants raised undisclosed on January 4, 2021
Investors: Emigrant Partners