I

Integral Private Wealth

21 employees

Integral Private Wealth offers tailored wealth management services to build, manage and preserve wealth.

Investor insights

Sectors invested in

Future of Work1
All Hands1
Venue Selection1
Client-Facing Events1
SaaS1
Coworking1
Team Retreat1
Hybrid1
People Operations1
Offsite1
Sales Kickoff1
Conference1
OKR Planning1
Virtual Workforce1
Employee Benefits1
Chief of Staff1
Facilitation1
Remote Work1

Funding rounds participated in

$3M sweet spot round size

Most of their 1 investments are in rounds between $3M and $3M

Basic info

Industry

financial services

Sectors

Tax Planning
Strategic Financial Planning
Financial Services
Fintech
Asset Allocation
Financial Advisory
Economic Insight
Investment Management
Risk Management
Small and Medium Businesses
Wealth Management
Strategy
Superannuation Strategies

Date founded

2015

Investments made

O

Offsite raised $3M on July 17, 2023

Investors: Genius Ventures Inc, Automattic, Forum Ventures, Right Side Capital Management and Integral Private Wealth

FAQ